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 |
|---|---|---|---|---|---|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
5,990
shares
|
$573,482
0.09% of portfolio
|
Q2 2023
Reduced 3.6%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
5,970
shares
|
$571,567
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
5,944
shares
|
$569,078
0.05% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
5,892
shares
|
$564,100
0.45% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
5,887
shares
|
$563,621
0.04% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,878
shares
|
$562,759
0.01% of portfolio
|
Q2 2022
Added 1.73%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
5,869
shares
|
$561,898
0.04% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,855
shares
|
$560,557
0.07% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
5,821
shares
|
$557,302
0.01% of portfolio
|
Q1 2025
Reduced 12.72%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
5,781
shares
|
$553,472
0.06% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
5,778
shares
|
$553,185
0.32% of portfolio
|
Q1 2025
Reduced 91.95%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
5,742
shares
|
$549,739
0.17% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
5,736
shares
|
$549,164
0.24% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
5,734
shares
|
$548,973
0.05% of portfolio
|
Q1 2025
Reduced 13.96%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
5,724
shares
|
$548,015
0.2% of portfolio
|
Q4 2024
Reduced 16.64%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
5,688
shares
|
$544,569
0.01% of portfolio
|
Q1 2025
Reduced 28.98%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,676
shares
|
$543,420
0.27% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5,606
shares
|
$536,718
0.04% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
5,595
shares
|
$535,665
0.05% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
5,583
shares
|
$534,516
0.09% of portfolio
|
Q1 2025
Reduced 32.06%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
5,565
shares
|
$532,793
0.24% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
5,480
shares
|
$524,655
0.36% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
5,430
shares
|
$519,868
0.08% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
5,426
shares
|
$519,485
0.03% of portfolio
|
Q1 2025
Reduced 43.56%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
5,410
shares
|
$517,953
0.0% of portfolio
|
Q1 2025
Added 9.65%
|