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 898 institutions that hold shares in the stock, with a total of 40.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
3,085
shares
|
$320,747
0.02% of portfolio
|
Q3 2023
Reduced 7.08%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,084
shares
|
$320,643
0.04% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
3,060
shares
|
$318,148
0.08% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
3,059
shares
|
$318,044
0.11% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,059
shares
|
$318,044
0.01% of portfolio
|
Q1 2025
Reduced 41.26%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,032
shares
|
$315,237
0.02% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
3,021
shares
|
$314,093
0.02% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
2,984
shares
|
$310,246
0.14% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
2,978
shares
|
$309,622
0.26% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
2,945
shares
|
$306,191
0.0% of portfolio
|
Q1 2025
Reduced 40.43%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
2,925
shares
|
$304,112
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
2,918
shares
|
$303,384
0.0% of portfolio
|
Q1 2025
Added 32.82%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
2,910
shares
|
$302,552
0.02% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
2,896
shares
|
$301,097
0.14% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
2,877
shares
|
$299,121
0.12% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,862
shares
|
$297,562
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
2,862
shares
|
$297,562
0.03% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
2,857
shares
|
$297,042
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
2,819
shares
|
$293,091
0.04% of portfolio
|
Q1 2025
Reduced 14.6%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
2,818
shares
|
$292,987
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
2,788
shares
|
$289,868
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
2,780
shares
|
$289,036
0.02% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
2,771
shares
|
$288,100
0.08% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
2,769
shares
|
$287,892
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
2,765
shares
|
$287,477
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|