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 |
|---|---|---|---|---|---|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
300,861
shares
|
$33.2 Million
11.71% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
290,218
shares
|
$32.1 Million
1.05% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
276,415
shares
|
$30.5 Million
0.65% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
273,704
shares
|
$30.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 35.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
264,124
shares
|
$29.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
262,539
shares
|
$29 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
261,627
shares
|
$28.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
248,243
shares
|
$27.4 Million
2.09% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
225,907
shares
|
$25 Million
1.15% of portfolio
|
Q2 2025
Added 342183.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
225,686
shares
|
$24.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
221,205
shares
|
$24.4 Million
0.0% of portfolio
|
Q2 2025
Added 17.55%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
216,588
shares
|
$23.9 Million
2.37% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
199,510
shares
|
$22 Million
0.89% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
198,678
shares
|
$21.9 Million
0.16% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
194,367
shares
|
$21.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
189,520
shares
|
$20.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
179,349
shares
|
$19.8 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
172,767
shares
|
$19.1 Million
3.15% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
165,946
shares
|
$18.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.52%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
159,133
shares
|
$17.6 Million
0.19% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
158,403
shares
|
$17.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
151,569
shares
|
$16.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
148,729
shares
|
$16.4 Million
0.08% of portfolio
|
Q2 2025
Added 52.65%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
147,294
shares
|
$16.3 Million
2.96% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
146,374
shares
|
$16.2 Million
0.06% of portfolio
|
Q2 2025
Added 12.11%
|