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 |
|---|---|---|---|---|---|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
6,305
shares
|
$696,576
0.12% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
6,303
shares
|
$696,355
0.13% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
6,270
shares
|
$692,709
0.03% of portfolio
|
Q1 2024
Reduced 7.34%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
6,246
shares
|
$690,058
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
6,245
shares
|
$689,947
0.08% of portfolio
|
Q2 2025
Reduced 21.54%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
6,242
shares
|
$689,616
0.07% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
6,229
shares
|
$688,179
0.17% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
6,201
shares
|
$685,086
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
6,194
shares
|
$684,313
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
6,187
shares
|
$683,539
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
6,138
shares
|
$678,126
0.01% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
6,118
shares
|
$675,916
0.11% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
6,114
shares
|
$675,474
0.05% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
6,090
shares
|
$672,823
0.19% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
6,061
shares
|
$669,619
0.05% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
6,037
shares
|
$666,967
0.02% of portfolio
|
Q2 2024
Added 12.84%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
6,025
shares
|
$665,642
0.0% of portfolio
|
Q2 2025
Added 912.61%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
6,000
shares
|
$662,880
0.09% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
5,990
shares
|
$661,775
0.08% of portfolio
|
Q2 2023
Reduced 3.6%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
5,970
shares
|
$659,565
0.39% of portfolio
|
Q4 2022
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
5,957
shares
|
$658,129
0.04% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,878
shares
|
$649,401
0.01% of portfolio
|
Q2 2022
Added 1.73%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5,864
shares
|
$647,854
0.05% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,855
shares
|
$646,860
0.07% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
5,821
shares
|
$643,104
0.01% of portfolio
|
Q1 2025
Reduced 12.72%
|