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 |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
13,414
shares
|
$1.48 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
13,243
shares
|
$1.46 Million
0.05% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
13,188
shares
|
$1.46 Million
0.6% of portfolio
|
Q1 2024
Reduced 19.92%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
13,178
shares
|
$1.46 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
13,151
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 374.94%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
13,117
shares
|
$1.45 Million
0.11% of portfolio
|
Q2 2025
Reduced 33.8%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
12,950
shares
|
$1.43 Million
0.35% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
12,919
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
12,908
shares
|
$1.43 Million
0.83% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
12,905
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
12,780
shares
|
$1.41 Million
0.36% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
12,773
shares
|
$1.41 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
12,582
shares
|
$1.39 Million
0.98% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
12,187
shares
|
$1.35 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.25%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,090
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2023
Reduced 80.94%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
11,952
shares
|
$1.32 Million
0.47% of portfolio
|
Q2 2025
Added 108.37%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
11,947
shares
|
$1.32 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
11,833
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
11,738
shares
|
$1.3 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
11,736
shares
|
$1.3 Million
0.09% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
11,397
shares
|
$1.26 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
11,349
shares
|
$1.25 Million
0.43% of portfolio
|
Q2 2025
Added 12.79%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
11,333
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2025
Added 20.28%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
11,234
shares
|
$1.24 Million
0.18% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
11,108
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.8%
|