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 |
|---|---|---|---|---|---|
|
Lee Kelleher Wealth Management
Fulton, MD |
May 08, 2025 Q1 2025 |
14,148
shares
|
$1.35 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
14,082
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
14,079
shares
|
$1.35 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
14,064
shares
|
$1.35 Million
1.11% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
14,004
shares
|
$1.34 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
14,001
shares
|
$1.34 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
13,955
shares
|
$1.34 Million
0.2% of portfolio
|
Q4 2024
Added 19.73%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,878
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Apr 30, 2025 Q1 2025 |
13,844
shares
|
$1.33 Million
1.48% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
13,838
shares
|
$1.32 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
13,834
shares
|
$1.32 Million
1.02% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
13,829
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 52.5%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
13,689
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2023
Added 1.29%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
13,657
shares
|
$1.31 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
13,414
shares
|
$1.28 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
13,272
shares
|
$1.27 Million
0.03% of portfolio
|
Q1 2025
Reduced 84.85%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
13,188
shares
|
$1.26 Million
0.6% of portfolio
|
Q1 2024
Reduced 19.92%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
12,905
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
12,829
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
12,760
shares
|
$1.22 Million
0.04% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
12,758
shares
|
$1.22 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
12,419
shares
|
$1.19 Million
0.37% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
12,288
shares
|
$1.18 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
12,194
shares
|
$1.17 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
12,187
shares
|
$1.17 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.25%
|