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 |
|---|---|---|---|---|---|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
9,422
shares
|
$902,062
0.03% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
9,381
shares
|
$898,136
0.38% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
9,234
shares
|
$884,063
0.07% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
9,095
shares
|
$870,755
0.01% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
9,056
shares
|
$867,021
0.34% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
8,888
shares
|
$850,937
0.26% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
8,752
shares
|
$837,916
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mandatum Life Insurance CO LTD
|
May 05, 2025 Q1 2025 |
8,712
shares
|
$834,086
0.26% of portfolio
|
Q2 2022
Reduced 11.1%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
8,693
shares
|
$832,267
0.35% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Vaughan & CO Securities, Inc.
|
Apr 29, 2025 Q1 2025 |
8,633
shares
|
$826,523
0.53% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
8,588
shares
|
$822,215
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
8,567
shares
|
$820,204
0.01% of portfolio
|
Q2 2024
Added 109.0%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
8,381
shares
|
$802,396
0.43% of portfolio
|
Q4 2022
Reduced 13.77%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
8,381
shares
|
$802,396
0.12% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
8,357
shares
|
$800,099
0.4% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
8,303
shares
|
$794,929
0.19% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
8,249
shares
|
$789,759
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
8,234
shares
|
$788,323
0.01% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
8,221
shares
|
$787,078
0.06% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,179
shares
|
$783,057
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
8,120
shares
|
$777,408
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,069
shares
|
$772,526
0.28% of portfolio
|
Q2 2022
Reduced 2.34%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
7,997
shares
|
$765,632
0.03% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
7,983
shares
|
$764,292
0.12% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
7,979
shares
|
$763,909
0.04% of portfolio
|
Q1 2025
Added 87.08%
|