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 |
|---|---|---|---|---|---|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
5,401
shares
|
$517,091
0.44% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
5,386
shares
|
$515,655
0.0% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,351
shares
|
$512,304
0.02% of portfolio
|
Q4 2024
Reduced 82.71%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
5,346
shares
|
$511,826
0.12% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
5,344
shares
|
$511,634
0.04% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
5,340
shares
|
$511,251
0.27% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,334
shares
|
$510,677
0.1% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,295
shares
|
$506,943
0.02% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
5,266
shares
|
$504,166
0.08% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
5,257
shares
|
$503,305
1.21% of portfolio
|
Q1 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,250
shares
|
$502,635
0.0% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
5,241
shares
|
$501,773
0.05% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
5,239
shares
|
$501,581
0.02% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
5,192
shares
|
$497,082
0.22% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
5,169
shares
|
$494,880
0.04% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
5,157
shares
|
$493,731
0.01% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,139
shares
|
$492,007
0.01% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
5,134
shares
|
$491,529
0.02% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
5,114
shares
|
$489,614
0.25% of portfolio
|
Q2 2024
Reduced 48.68%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
5,089
shares
|
$487,220
0.11% of portfolio
|
Q1 2025
Reduced 30.46%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
5,043
shares
|
$482,816
0.42% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
5,041
shares
|
$482,625
0.02% of portfolio
|
Q4 2024
Reduced 31.55%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
5,014
shares
|
$480,040
0.0% of portfolio
|
Q1 2025
Added 36.25%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,950
shares
|
$473,913
0.01% of portfolio
|
Q3 2022
Reduced 0.94%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
4,946
shares
|
$473,530
0.04% of portfolio
|
Q1 2025
Reduced 8.22%
|