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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
2,637
shares
|
$291,335
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
2,616
shares
|
$289,015
0.01% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
2,614
shares
|
$288,794
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,611
shares
|
$288,463
0.09% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
2,608
shares
|
$288,131
0.06% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
2,596
shares
|
$286,806
0.22% of portfolio
|
Q4 2024
Reduced 99.08%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,583
shares
|
$285,369
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
2,576
shares
|
$284,596
0.11% of portfolio
|
Q2 2024
Reduced 13.96%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
2,576
shares
|
$284,596
0.07% of portfolio
|
Q4 2022
Reduced 4.45%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
2,573
shares
|
$284,265
0.06% of portfolio
|
Q2 2025
Reduced 9.11%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
2,563
shares
|
$283,160
0.09% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
2,560
shares
|
$282,828
0.01% of portfolio
|
Q2 2025
Reduced 51.14%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
2,540
shares
|
$280,619
0.07% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,526
shares
|
$279,072
0.03% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
2,481
shares
|
$274,100
0.12% of portfolio
|
Q2 2025
Reduced 57.06%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
2,479
shares
|
$273,879
0.17% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,473
shares
|
$273,217
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,469
shares
|
$272,775
0.06% of portfolio
|
Q1 2025
Reduced 44.52%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
2,458
shares
|
$271,559
0.0% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,453
shares
|
$271,007
0.15% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,453
shares
|
$271,007
0.02% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,441
shares
|
$269,681
0.13% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,440
shares
|
$269,571
0.04% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
2,434
shares
|
$268,908
0.09% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
2,419
shares
|
$267,251
0.04% of portfolio
|
Q2 2025
Reduced 3.39%
|