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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
4,243
shares
|
$468,766
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,221
shares
|
$466,336
0.04% of portfolio
|
Q2 2025
Added 21.54%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
4,193
shares
|
$463,242
0.01% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,187
shares
|
$462,579
0.01% of portfolio
|
Q2 2025
Reduced 21.75%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
4,163
shares
|
$459,928
0.0% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
4,156
shares
|
$459,154
0.02% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
4,139
shares
|
$457,276
0.02% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
4,134
shares
|
$456,724
0.13% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
4,130
shares
|
$456,282
0.36% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
4,121
shares
|
$455,288
0.01% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
4,100
shares
|
$452,968
0.22% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
4,075
shares
|
$450,206
0.05% of portfolio
|
Q2 2025
Reduced 11.12%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
4,051
shares
|
$447,554
0.06% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,008
shares
|
$442,803
0.02% of portfolio
|
Q2 2025
Reduced 49.88%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
3,973
shares
|
$438,937
0.16% of portfolio
|
Q4 2022
Reduced 0.5%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
3,968
shares
|
$438,384
0.04% of portfolio
|
Q1 2023
Reduced 13.29%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
3,962
shares
|
$437,721
0.06% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
3,916
shares
|
$432,639
0.12% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,915
shares
|
$432,529
0.06% of portfolio
|
Q1 2023
Reduced 9.0%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
3,902
shares
|
$431,092
0.01% of portfolio
|
Q2 2025
Reduced 35.72%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,842
shares
|
$424,464
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,810
shares
|
$420,928
0.0% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
3,806
shares
|
$420,486
0.06% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,772
shares
|
$416,730
0.15% of portfolio
|
Q4 2023
Added 1.45%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
3,759
shares
|
$415,294
0.09% of portfolio
|
Q2 2025
Reduced 15.91%
|