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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,202
shares
|
$574,716
0.03% of portfolio
|
Q2 2025
Added 51.97%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
5,200
shares
|
$574,496
0.19% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
5,169
shares
|
$571,071
0.04% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,139
shares
|
$567,756
0.01% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
5,135
shares
|
$567,314
0.01% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
5,134
shares
|
$567,204
0.02% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
5,043
shares
|
$557,150
0.41% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
5,041
shares
|
$556,929
0.02% of portfolio
|
Q4 2024
Reduced 31.55%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
5,037
shares
|
$556,487
0.03% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,031
shares
|
$555,824
0.01% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
5,014
shares
|
$553,946
0.26% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,004
shares
|
$552,841
0.03% of portfolio
|
Q2 2025
Reduced 23.7%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,950
shares
|
$546,876
0.01% of portfolio
|
Q3 2022
Reduced 0.94%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
4,911
shares
|
$542,567
0.1% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
4,898
shares
|
$541,131
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
4,896
shares
|
$540,910
0.03% of portfolio
|
Q2 2025
Reduced 42.99%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,872
shares
|
$538,258
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
4,862
shares
|
$537,153
0.16% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
4,845
shares
|
$535,275
0.05% of portfolio
|
Q2 2023
Added 0.31%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
4,830
shares
|
$533,618
0.0% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
4,803
shares
|
$530,635
0.16% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
4,784
shares
|
$528,536
0.04% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
4,746
shares
|
$524,338
0.22% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
4,728
shares
|
$522,349
0.1% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
4,717
shares
|
$521,134
0.31% of portfolio
|
Q2 2025
Added 116.38%
|