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 |
|---|---|---|---|---|---|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
2,164
shares
|
$239,078
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
2,155
shares
|
$238,084
0.07% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
2,149
shares
|
$237,421
0.16% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
2,122
shares
|
$234,438
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,113
shares
|
$233,444
0.06% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
2,100
shares
|
$232,008
0.01% of portfolio
|
Q4 2023
Reduced 16.33%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
2,099
shares
|
$231,897
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
2,098
shares
|
$231,787
0.17% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,085
shares
|
$230,350
0.0% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,073
shares
|
$229,025
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
2,071
shares
|
$228,804
0.07% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
2,062
shares
|
$227,809
0.0% of portfolio
|
Q2 2025
Reduced 15.7%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
2,051
shares
|
$226,594
0.08% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
2,050
shares
|
$226,484
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
2,030
shares
|
$224,274
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
2,013
shares
|
$222,396
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
2,000
shares
|
$220,960
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,906
shares
|
$210,574
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,876
shares
|
$207,260
0.0% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
1,867
shares
|
$206,266
0.07% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,856
shares
|
$205,050
0.01% of portfolio
|
Q4 2024
Added 20.75%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,797
shares
|
$198,532
0.04% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1,797
shares
|
$198,532
0.02% of portfolio
|
Q2 2025
Reduced 32.67%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,781
shares
|
$196,764
0.01% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,779
shares
|
$196,543
0.01% of portfolio
|
Q2 2025
Reduced 7.78%
|