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 |
|---|---|---|---|---|---|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
4,442
shares
|
$425,277
0.02% of portfolio
|
Q1 2025
Reduced 27.65%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
4,420
shares
|
$423,170
0.12% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
4,414
shares
|
$422,596
0.08% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
4,365
shares
|
$417,905
0.05% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
4,363
shares
|
$417,713
0.23% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Apr 21, 2025 Q1 2025 |
4,356
shares
|
$417,043
0.45% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
4,336
shares
|
$415,128
0.04% of portfolio
|
Q1 2025
Reduced 60.12%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
4,321
shares
|
$413,692
0.04% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,297
shares
|
$411,394
0.01% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
4,291
shares
|
$410,820
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
4,284
shares
|
$410,150
0.01% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
4,281
shares
|
$409,862
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
4,275
shares
|
$409,288
0.01% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
4,247
shares
|
$406,607
0.0% of portfolio
|
Q1 2025
Reduced 20.11%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
4,243
shares
|
$406,224
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
4,223
shares
|
$404,310
0.01% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
4,182
shares
|
$400,384
0.02% of portfolio
|
Q1 2025
Reduced 26.24%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
4,171
shares
|
$399,331
0.0% of portfolio
|
Q1 2025
Added 43.04%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
4,156
shares
|
$397,895
0.08% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
4,155
shares
|
$397,799
0.02% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
4,140
shares
|
$396,363
0.03% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
4,100
shares
|
$392,534
0.22% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
3,995
shares
|
$382,481
0.03% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
3,989
shares
|
$381,906
0.38% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
3,973
shares
|
$380,375
0.16% of portfolio
|
Q4 2022
Reduced 0.5%
|