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 |
|---|---|---|---|---|---|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
11,065
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
11,046
shares
|
$1.22 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
11,046
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
10,905
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
10,881
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
10,872
shares
|
$1.2 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
10,794
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
10,663
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2022
Reduced 20.28%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
10,619
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Added 111.79%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
10,527
shares
|
$1.16 Million
0.97% of portfolio
|
Q4 2023
Reduced 6.23%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
10,488
shares
|
$1.16 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
10,458
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
10,339
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.11%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
10,320
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Everest Management Corp.
Cupertino, CA |
Aug 04, 2025 Q2 2025 |
10,283
shares
|
$1.14 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
10,251
shares
|
$1.13 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
10,119
shares
|
$1.12 Million
0.19% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
10,115
shares
|
$1.12 Million
0.35% of portfolio
|
Q2 2022
Added 0.03%
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
10,080
shares
|
$1.11 Million
0.48% of portfolio
|
Q3 2022
Reduced 5.25%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
10,069
shares
|
$1.11 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
10,047
shares
|
$1.11 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,017
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2023
Reduced 10.35%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
9,845
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
9,827
shares
|
$1.09 Million
0.73% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
9,800
shares
|
$1.08 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.0%
|