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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
305,464
shares
|
$29.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
295,736
shares
|
$28.3 Million
1.1% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
290,262
shares
|
$27.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.11%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
287,942
shares
|
$27.6 Million
0.74% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
281,599
shares
|
$27 Million
12.46% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
279,061
shares
|
$26.7 Million
0.02% of portfolio
|
Q1 2025
Added 31.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
261,627
shares
|
$25 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
245,803
shares
|
$23.5 Million
0.04% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
242,961
shares
|
$23.3 Million
2.1% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
217,996
shares
|
$20.9 Million
0.06% of portfolio
|
Q1 2025
Added 33.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
216,692
shares
|
$20.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
214,047
shares
|
$20.5 Million
2.51% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
203,918
shares
|
$19.5 Million
0.97% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
198,584
shares
|
$19 Million
0.11% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
198,544
shares
|
$19 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
194,611
shares
|
$18.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
193,510
shares
|
$18.5 Million
0.51% of portfolio
|
Q1 2025
Added 2763.84%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
188,181
shares
|
$18 Million
0.0% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
179,349
shares
|
$17.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
179,124
shares
|
$17.1 Million
0.04% of portfolio
|
Q1 2025
Added 90.5%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
173,559
shares
|
$16.6 Million
3.36% of portfolio
|
Q1 2025
Reduced 14.0%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
171,913
shares
|
$16.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.45%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
166,998
shares
|
$16 Million
0.12% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
160,908
shares
|
$15.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
154,554
shares
|
$14.8 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.54%
|