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 |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
7,972
shares
|
$763,239
0.07% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
7,959
shares
|
$761,994
0.1% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
7,900
shares
|
$756,346
0.23% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,885
shares
|
$754,909
0.37% of portfolio
|
Q4 2023
Added 169.39%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
7,845
shares
|
$751,080
0.06% of portfolio
|
Q4 2022
Reduced 39.9%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
7,828
shares
|
$749,452
0.48% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
7,721
shares
|
$739,208
0.03% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
7,711
shares
|
$738,251
0.11% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
7,704
shares
|
$737,580
0.02% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
7,633
shares
|
$730,783
0.12% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
7,603
shares
|
$727,911
0.39% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
7,567
shares
|
$724,464
0.18% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
7,505
shares
|
$718,528
0.32% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
7,451
shares
|
$713,358
0.02% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
7,435
shares
|
$711,826
0.22% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,328
shares
|
$701,582
0.06% of portfolio
|
Q4 2022
Added 0.15%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
7,287
shares
|
$697,657
0.39% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
7,247
shares
|
$693,827
0.0% of portfolio
|
Q1 2025
Added 189.88%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
7,176
shares
|
$687,030
0.02% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
7,109
shares
|
$680,615
0.01% of portfolio
|
Q1 2025
Added 21.81%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
6,935
shares
|
$663,956
0.42% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
6,903
shares
|
$660,893
0.01% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
6,890
shares
|
$659,648
0.44% of portfolio
|
Q4 2022
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
6,870
shares
|
$657,733
0.01% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
6,796
shares
|
$650,649
0.01% of portfolio
|
Q1 2025
Added 1.22%
|