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 892 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
16,535
shares
|
$1.83 Million
0.94% of portfolio
|
Q2 2023
Added 1.06%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16,344
shares
|
$1.81 Million
0.05% of portfolio
|
Q2 2025
Added 63.11%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
15,921
shares
|
$1.76 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
15,825
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
15,558
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
15,470
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
15,376
shares
|
$1.7 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
15,346
shares
|
$1.7 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
15,303
shares
|
$1.69 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
14,930
shares
|
$1.65 Million
1.19% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
14,754
shares
|
$1.63 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
14,748
shares
|
$1.63 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
14,703
shares
|
$1.62 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
14,657
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 76.28%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
14,391
shares
|
$1.59 Million
0.38% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
14,350
shares
|
$1.59 Million
0.31% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
14,319
shares
|
$1.58 Million
0.1% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
14,281
shares
|
$1.58 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
14,156
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2022
Reduced 10.6%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
14,148
shares
|
$1.56 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
14,011
shares
|
$1.55 Million
0.24% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
13,955
shares
|
$1.54 Million
0.19% of portfolio
|
Q4 2024
Added 19.73%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,878
shares
|
$1.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
13,799
shares
|
$1.52 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
13,689
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2023
Added 1.29%
|