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 |
|---|---|---|---|---|---|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
9,761
shares
|
$1.08 Million
0.36% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
9,736
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 26.64%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
9,729
shares
|
$1.07 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
9,660
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
9,581
shares
|
$1.06 Million
0.13% of portfolio
|
Q2 2025
Reduced 15.93%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
9,572
shares
|
$1.06 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
9,496
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
9,492
shares
|
$1.05 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
9,486
shares
|
$1.05 Million
0.32% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
9,474
shares
|
$1.05 Million
0.38% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
9,443
shares
|
$1.04 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
9,333
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
9,329
shares
|
$1.03 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
9,297
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2025
Added 44.52%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,073
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
8,999
shares
|
$994,209
0.01% of portfolio
|
Q2 2025
Reduced 23.11%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
8,892
shares
|
$982,388
0.02% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
8,890
shares
|
$982,167
0.67% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
8,834
shares
|
$975,980
0.14% of portfolio
|
Q2 2025
Added 86.61%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
8,787
shares
|
$970,787
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
8,757
shares
|
$967,473
0.09% of portfolio
|
Q2 2025
Reduced 87.77%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
8,712
shares
|
$962,501
0.23% of portfolio
|
Q2 2022
Reduced 11.1%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
8,702
shares
|
$961,396
0.24% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Erts Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,644
shares
|
$954,989
0.3% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
8,633
shares
|
$953,773
0.5% of portfolio
|
Q1 2025
Reduced 0.8%
|