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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
10,357
shares
|
$991,579
0.03% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
10,329
shares
|
$988,898
0.26% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
10,320
shares
|
$988,036
0.03% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
10,300
shares
|
$986,122
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
10,299
shares
|
$986,026
0.75% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
10,283
shares
|
$984,494
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
10,251
shares
|
$981,430
0.15% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
10,151
shares
|
$971,856
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
10,115
shares
|
$968,410
0.35% of portfolio
|
Q2 2022
Added 0.03%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
10,080
shares
|
$965,059
0.53% of portfolio
|
Q3 2022
Reduced 5.25%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
10,062
shares
|
$963,335
0.39% of portfolio
|
Q1 2025
Added 20.85%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
10,047
shares
|
$961,899
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,020
shares
|
$959,314
0.03% of portfolio
|
Q1 2025
Reduced 27.54%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,017
shares
|
$959,027
0.01% of portfolio
|
Q3 2023
Reduced 10.35%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
9,969
shares
|
$954,432
0.2% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
9,866
shares
|
$944,570
0.81% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
9,845
shares
|
$942,560
0.09% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
9,803
shares
|
$938,539
0.02% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
9,800
shares
|
$938,252
0.11% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
9,601
shares
|
$919,199
0.42% of portfolio
|
Q1 2025
Added 16.59%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
9,579
shares
|
$917,093
0.12% of portfolio
|
Q1 2025
Added 70.26%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
9,571
shares
|
$916,327
0.44% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
9,532
shares
|
$912,593
0.18% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
9,496
shares
|
$909,147
0.11% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
9,424
shares
|
$902,253
0.73% of portfolio
|
Q1 2025
Added 16.6%
|