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 |
|---|---|---|---|---|---|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
2,404
shares
|
$265,593
0.03% of portfolio
|
Q2 2025
Reduced 24.57%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
2,370
shares
|
$261,837
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
2,363
shares
|
$261,064
0.07% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,360
shares
|
$260,732
0.02% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
2,345
shares
|
$259,075
0.14% of portfolio
|
Q2 2025
Reduced 57.21%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
2,330
shares
|
$257,418
0.01% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,305
shares
|
$254,656
0.01% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
2,304
shares
|
$254,545
0.07% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
2,300
shares
|
$254,104
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
2,292
shares
|
$253,220
0.02% of portfolio
|
Q2 2024
Reduced 14.48%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,271
shares
|
$250,900
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
2,271
shares
|
$250,900
0.03% of portfolio
|
Q2 2025
Reduced 88.23%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
2,264
shares
|
$250,126
0.03% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
2,257
shares
|
$249,353
0.11% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
2,250
shares
|
$248,580
0.01% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
2,249
shares
|
$248,469
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
2,238
shares
|
$247,254
0.01% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
2,238
shares
|
$247,254
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
2,201
shares
|
$243,166
0.12% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,201
shares
|
$243,166
0.01% of portfolio
|
Q4 2023
Reduced 35.09%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
2,200
shares
|
$243,056
0.04% of portfolio
|
Q2 2024
Reduced 16.03%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
2,196
shares
|
$242,614
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,189
shares
|
$241,840
0.09% of portfolio
|
Q2 2025
Reduced 26.64%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
2,188
shares
|
$241,730
0.01% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
2,176
shares
|
$240,404
0.04% of portfolio
|
Q2 2025
Reduced 1.36%
|