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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,758
shares
|
$415,183
0.14% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
3,713
shares
|
$410,212
0.03% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
3,695
shares
|
$408,223
0.03% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,658
shares
|
$404,135
0.06% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,629
shares
|
$400,931
0.01% of portfolio
|
Q4 2023
Reduced 8.03%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
3,601
shares
|
$397,838
0.01% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
3,598
shares
|
$397,507
0.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
3,584
shares
|
$395,960
0.17% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
3,576
shares
|
$395,076
0.09% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
3,573
shares
|
$394,745
0.0% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
3,565
shares
|
$393,861
0.01% of portfolio
|
Q2 2025
Reduced 94.54%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
3,538
shares
|
$390,878
0.06% of portfolio
|
Q2 2025
Reduced 36.63%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
3,530
shares
|
$389,994
0.01% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
3,528
shares
|
$389,773
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
3,510
shares
|
$387,784
0.19% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
3,509
shares
|
$387,674
0.06% of portfolio
|
Q2 2025
Added 46.57%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
3,506
shares
|
$387,342
0.01% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
3,495
shares
|
$386,127
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
3,485
shares
|
$385,022
0.0% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
3,482
shares
|
$384,691
0.0% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
3,466
shares
|
$382,923
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
3,408
shares
|
$376,515
0.02% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
3,387
shares
|
$374,195
0.08% of portfolio
|
Q1 2023
Added 0.36%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
3,376
shares
|
$372,980
0.05% of portfolio
|
Q2 2025
Reduced 27.85%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
3,351
shares
|
$370,218
0.02% of portfolio
|
Q2 2025
Reduced 8.39%
|