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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
8,567
shares
|
$946,482
0.01% of portfolio
|
Q2 2024
Added 109.0%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
8,468
shares
|
$935,544
0.15% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
8,436
shares
|
$932,009
0.0% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
8,411
shares
|
$929,247
0.38% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
8,400
shares
|
$928,032
0.02% of portfolio
|
Q2 2025
Reduced 23.62%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
8,387
shares
|
$926,595
0.12% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
8,381
shares
|
$925,932
0.43% of portfolio
|
Q4 2022
Reduced 13.77%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
8,350
shares
|
$922,508
0.02% of portfolio
|
Q2 2025
Added 286.04%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
8,303
shares
|
$917,315
0.19% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
8,250
shares
|
$911,460
0.23% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
8,237
shares
|
$910,023
0.01% of portfolio
|
Q2 2025
Reduced 20.03%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
8,221
shares
|
$908,256
0.06% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
8,220
shares
|
$908,145
0.01% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,179
shares
|
$903,615
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,069
shares
|
$891,463
0.28% of portfolio
|
Q2 2022
Reduced 2.34%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
7,979
shares
|
$881,519
0.03% of portfolio
|
Q1 2025
Added 87.08%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
7,900
shares
|
$872,792
0.22% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
7,896
shares
|
$872,350
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,885
shares
|
$871,134
0.37% of portfolio
|
Q4 2023
Added 169.39%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
7,872
shares
|
$869,698
0.06% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
7,845
shares
|
$866,715
0.06% of portfolio
|
Q4 2022
Reduced 39.9%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
7,816
shares
|
$863,511
0.02% of portfolio
|
Q2 2025
Added 8.92%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
7,713
shares
|
$852,132
0.1% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
7,590
shares
|
$838,543
0.0% of portfolio
|
Q2 2025
Reduced 16.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
7,545
shares
|
$833,571
0.02% of portfolio
|
Q2 2025
Reduced 96.1%
|