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 |
|---|---|---|---|---|---|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
2,230
shares
|
$213,500
0.19% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
2,225
shares
|
$213,021
0.14% of portfolio
|
Q1 2024
Added 3.58%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
2,223
shares
|
$212,830
0.13% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
2,206
shares
|
$211,202
0.03% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
2,202
shares
|
$210,819
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,201
shares
|
$210,723
0.01% of portfolio
|
Q4 2023
Reduced 35.09%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
2,200
shares
|
$210,628
0.04% of portfolio
|
Q2 2024
Reduced 16.03%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,183
shares
|
$209,000
0.0% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
2,180
shares
|
$208,713
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
2,164
shares
|
$207,181
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
2,163
shares
|
$207,085
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
2,155
shares
|
$206,319
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
2,154
shares
|
$206,223
0.07% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
2,134
shares
|
$204,309
0.01% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
2,132
shares
|
$204,117
0.06% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
2,126
shares
|
$203,543
0.08% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
2,122
shares
|
$203,160
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,116
shares
|
$202,585
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
2,114
shares
|
$202,394
0.03% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
2,100
shares
|
$201,054
0.01% of portfolio
|
Q4 2023
Reduced 16.33%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
2,098
shares
|
$200,862
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
2,098
shares
|
$200,862
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
2,083
shares
|
$199,426
0.2% of portfolio
|
Q1 2025
Reduced 93.14%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,073
shares
|
$198,469
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
2,028
shares
|
$194,160
0.13% of portfolio
|
Q1 2024
Added 1.4%
|