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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
3,325
shares
|
$367,346
0.06% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
3,324
shares
|
$367,235
0.22% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
3,320
shares
|
$366,793
0.03% of portfolio
|
Q2 2025
Added 20.46%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
3,314
shares
|
$366,130
0.01% of portfolio
|
Q2 2025
Reduced 20.76%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
3,309
shares
|
$365,578
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
3,272
shares
|
$361,490
0.12% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
3,260
shares
|
$360,164
0.01% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
3,257
shares
|
$359,833
0.07% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,253
shares
|
$359,391
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
3,243
shares
|
$358,286
0.03% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
3,239
shares
|
$357,844
0.04% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
3,230
shares
|
$356,850
0.12% of portfolio
|
Q2 2025
Added 53.96%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
3,196
shares
|
$353,094
0.01% of portfolio
|
Q2 2025
Reduced 13.32%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,169
shares
|
$350,111
0.0% of portfolio
|
Q2 2025
Reduced 39.64%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
3,139
shares
|
$346,796
0.11% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
3,133
shares
|
$346,133
0.01% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
3,115
shares
|
$344,145
0.34% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,103
shares
|
$342,819
0.06% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,103
shares
|
$342,819
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
3,102
shares
|
$342,708
0.09% of portfolio
|
Q2 2024
Reduced 6.96%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
3,085
shares
|
$340,830
0.02% of portfolio
|
Q3 2023
Reduced 7.08%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,084
shares
|
$340,720
0.01% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,084
shares
|
$340,720
0.04% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
3,060
shares
|
$338,068
0.08% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
3,059
shares
|
$337,958
0.11% of portfolio
|
Q2 2025
Reduced 3.84%
|