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 |
|---|---|---|---|---|---|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
7,456
shares
|
$823,738
0.02% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
7,441
shares
|
$822,081
0.11% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
7,409
shares
|
$818,546
0.17% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
7,328
shares
|
$809,597
0.28% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,328
shares
|
$809,597
0.06% of portfolio
|
Q4 2022
Added 0.15%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
7,298
shares
|
$806,283
0.38% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
7,256
shares
|
$801,642
0.03% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
7,227
shares
|
$798,438
0.02% of portfolio
|
Q2 2025
Added 46.38%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
7,185
shares
|
$793,798
0.2% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
7,182
shares
|
$793,467
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
7,120
shares
|
$786,617
0.08% of portfolio
|
Q2 2025
Reduced 48.55%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
7,031
shares
|
$776,784
0.32% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
6,914
shares
|
$763,858
0.14% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
6,912
shares
|
$763,637
0.48% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
6,890
shares
|
$761,207
0.4% of portfolio
|
Q4 2022
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
6,887
shares
|
$760,875
0.01% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
6,848
shares
|
$756,567
0.0% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
6,801
shares
|
$751,374
0.41% of portfolio
|
Q2 2025
Reduced 66.21%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
6,756
shares
|
$746,402
0.08% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
6,735
shares
|
$744,082
0.0% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,733
shares
|
$743,861
0.01% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
6,661
shares
|
$735,907
0.02% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
6,635
shares
|
$733,034
0.16% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
6,374
shares
|
$704,199
0.39% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,331
shares
|
$699,448
0.07% of portfolio
|
Q2 2023
Reduced 11.42%
|