Institutional Ownership Ishares S&P Smallcap 600 Value (IJS)
This table provides information about the institutional ownership of Ishares S&P Smallcap 600 Value (IJS). We have compiled data on the 901 institutions that hold shares in the stock, with a total of 41.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
21,620
shares
|
$2.07 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
21,199
shares
|
$2.03 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
20,979
shares
|
$2.01 Million
0.07% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
20,900
shares
|
$2 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Baring Financial LLC
Bellingham, WA |
Apr 04, 2025 Q1 2025 |
20,750
shares
|
$1.99 Million
1.7% of portfolio
|
Q1 2025
Added 24.71%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
20,656
shares
|
$1.98 Million
0.5% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
20,581
shares
|
$1.97 Million
1.63% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
20,476
shares
|
$1.96 Million
1.39% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
20,125
shares
|
$1.93 Million
1.36% of portfolio
|
Q1 2025
Reduced 25.12%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
20,110
shares
|
$1.93 Million
0.06% of portfolio
|
Q4 2024
Reduced 76.89%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Apr 24, 2025 Q1 2025 |
19,979
shares
|
$1.91 Million
1.81% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
19,826
shares
|
$1.9 Million
0.18% of portfolio
|
Q1 2025
Reduced 31.49%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
19,820
shares
|
$1.9 Million
0.14% of portfolio
|
Q1 2025
Reduced 44.55%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
19,813
shares
|
$1.9 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,651
shares
|
$1.88 Million
0.13% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
19,288
shares
|
$1.85 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
18,765
shares
|
$1.8 Million
1.46% of portfolio
|
Q4 2022
Added 2.36%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
18,654
shares
|
$1.79 Million
0.21% of portfolio
|
Q1 2025
Reduced 12.64%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
18,591
shares
|
$1.78 Million
0.11% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
18,402
shares
|
$1.76 Million
1.56% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,163
shares
|
$1.74 Million
0.06% of portfolio
|
Q2 2020
Reduced 6.67%
|
|
|
Stillwater Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
17,996
shares
|
$1.72 Million
0.25% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
17,872
shares
|
$1.71 Million
0.16% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
17,830
shares
|
$1.71 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
17,774
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Added 30.33%
|