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 |
|---|---|---|---|---|---|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,716
shares
|
$521,023
0.0% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
4,707
shares
|
$520,029
0.01% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
4,700
shares
|
$519,256
0.09% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
4,696
shares
|
$518,814
0.31% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
4,649
shares
|
$513,621
0.01% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
4,630
shares
|
$511,522
0.11% of portfolio
|
Q2 2025
Added 26.68%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
4,628
shares
|
$511,301
0.01% of portfolio
|
Q2 2025
Reduced 23.07%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
4,567
shares
|
$504,562
0.08% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4,562
shares
|
$504,009
0.15% of portfolio
|
Q2 2024
Reduced 2.65%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Jul 30, 2025 Q2 2025 |
4,533
shares
|
$500,805
0.24% of portfolio
|
Q1 2025
Added 42.93%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
4,500
shares
|
$497,160
0.07% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
4,469
shares
|
$493,735
0.02% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
4,461
shares
|
$492,851
0.01% of portfolio
|
Q2 2025
Reduced 77.82%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
4,420
shares
|
$488,321
0.12% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
4,395
shares
|
$485,559
0.08% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,384
shares
|
$484,344
0.22% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Aug 14, 2025 Q2 2025 |
4,370
shares
|
$482,797
0.42% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
4,336
shares
|
$479,041
0.04% of portfolio
|
Q1 2025
Reduced 60.12%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
4,322
shares
|
$477,494
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,297
shares
|
$474,732
0.01% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
4,291
shares
|
$474,069
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
4,284
shares
|
$473,296
0.01% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
4,281
shares
|
$472,964
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
4,250
shares
|
$469,540
0.04% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
4,247
shares
|
$469,208
0.0% of portfolio
|
Q1 2025
Reduced 20.11%
|