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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
4,937
shares
|
$472,668
0.01% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
4,933
shares
|
$472,285
0.02% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
4,911
shares
|
$470,179
0.11% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
4,877
shares
|
$466,923
0.43% of portfolio
|
Q1 2025
Reduced 44.02%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
4,861
shares
|
$465,392
0.17% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
4,845
shares
|
$463,860
0.05% of portfolio
|
Q2 2023
Added 0.31%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
4,780
shares
|
$457,637
0.01% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,767
shares
|
$456,392
0.0% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
4,753
shares
|
$455,052
0.25% of portfolio
|
Q1 2025
Reduced 28.36%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
4,752
shares
|
$454,956
0.34% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
4,734
shares
|
$453,233
0.09% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
4,728
shares
|
$452,658
0.1% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
4,700
shares
|
$449,978
0.09% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
4,679
shares
|
$447,967
0.08% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
4,655
shares
|
$445,669
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
4,636
shares
|
$443,850
0.0% of portfolio
|
Q1 2025
Reduced 17.96%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
4,585
shares
|
$438,967
0.06% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4,562
shares
|
$436,765
0.15% of portfolio
|
Q2 2024
Reduced 2.65%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
4,559
shares
|
$436,478
0.08% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
4,557
shares
|
$436,287
0.11% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
4,543
shares
|
$434,946
0.15% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
4,477
shares
|
$428,627
0.02% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
4,470
shares
|
$427,957
0.12% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
4,461
shares
|
$427,096
0.07% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
4,457
shares
|
$426,713
0.16% of portfolio
|
Q1 2025
Added 0.68%
|