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 |
|---|---|---|---|---|---|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
6,758
shares
|
$647,010
0.13% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
6,756
shares
|
$646,819
0.08% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
6,736
shares
|
$644,904
0.02% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
6,635
shares
|
$635,234
0.17% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
6,568
shares
|
$628,820
0.15% of portfolio
|
Q1 2025
Added 30.37%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
6,558
shares
|
$627,862
0.03% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
6,547
shares
|
$626,809
0.13% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
6,537
shares
|
$625,852
0.32% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
6,433
shares
|
$615,895
0.05% of portfolio
|
Q1 2025
Added 39.45%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
6,375
shares
|
$610,342
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,331
shares
|
$606,129
0.07% of portfolio
|
Q2 2023
Reduced 11.42%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
6,305
shares
|
$603,640
0.12% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
6,270
shares
|
$600,289
0.03% of portfolio
|
Q1 2024
Reduced 7.34%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
6,242
shares
|
$597,609
0.08% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
6,201
shares
|
$593,683
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
6,182
shares
|
$591,864
0.01% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
6,164
shares
|
$590,141
0.06% of portfolio
|
Q3 2024
Added 47.82%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,138
shares
|
$587,652
0.01% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
6,070
shares
|
$581,141
0.02% of portfolio
|
Q1 2025
Added 58.65%
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
6,064
shares
|
$580,567
0.21% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,060
shares
|
$580,184
0.01% of portfolio
|
Q1 2025
Added 16.31%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
6,060
shares
|
$580,184
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
6,037
shares
|
$577,982
0.02% of portfolio
|
Q2 2024
Added 12.84%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
6,016
shares
|
$575,971
0.02% of portfolio
|
Q1 2025
Reduced 88.12%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
6,000
shares
|
$574,440
0.09% of portfolio
|
Q1 2025
Reduced 7.28%
|