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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
2,771
shares
|
$265,295
0.08% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
2,769
shares
|
$265,104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
2,761
shares
|
$264,338
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
2,756
shares
|
$263,859
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,755
shares
|
$263,763
0.04% of portfolio
|
Q4 2021
Reduced 3.33%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,751
shares
|
$263,380
0.17% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
2,724
shares
|
$260,795
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
2,721
shares
|
$260,508
0.05% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,721
shares
|
$260,508
0.01% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
2,702
shares
|
$258,689
0.02% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
2,696
shares
|
$258,115
0.12% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
2,669
shares
|
$255,530
0.03% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
2,665
shares
|
$255,147
0.01% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
2,661
shares
|
$254,764
0.06% of portfolio
|
Q1 2025
Added 33.99%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
2,605
shares
|
$249,402
0.01% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
2,596
shares
|
$248,541
0.23% of portfolio
|
Q4 2024
Reduced 99.08%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,583
shares
|
$247,296
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
2,576
shares
|
$246,626
0.12% of portfolio
|
Q2 2024
Reduced 13.96%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
2,576
shares
|
$246,626
0.07% of portfolio
|
Q4 2022
Reduced 4.45%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
2,570
shares
|
$246,051
0.08% of portfolio
|
Q1 2025
Added 37.29%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
2,568
shares
|
$245,860
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
2,566
shares
|
$245,668
0.08% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
2,560
shares
|
$245,094
0.1% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
2,526
shares
|
$241,839
0.03% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
2,504
shares
|
$239,732
0.04% of portfolio
|
Q1 2025
Added 5.34%
|