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 |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,000
shares
|
$191,480
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,929
shares
|
$184,682
0.02% of portfolio
|
Q1 2024
Added 105.43%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
1,912
shares
|
$183,054
0.02% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,906
shares
|
$182,480
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
1,859
shares
|
$177,980
0.07% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,856
shares
|
$177,693
0.02% of portfolio
|
Q4 2024
Added 20.75%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,796
shares
|
$171,949
0.01% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,782
shares
|
$170,608
0.1% of portfolio
|
Q3 2022
Added 10.55%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,762
shares
|
$168,693
0.0% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
1,715
shares
|
$164,194
0.01% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
1,712
shares
|
$163,906
0.01% of portfolio
|
Q1 2025
Added 20.39%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,691
shares
|
$161,896
0.05% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,660
shares
|
$158,928
0.02% of portfolio
|
Q3 2023
Reduced 55.56%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,621
shares
|
$155,194
0.04% of portfolio
|
Q1 2021
Reduced 2.0%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,600
shares
|
$153,184
0.05% of portfolio
|
Q1 2021
Reduced 88.89%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
1,538
shares
|
$147,248
0.08% of portfolio
|
Q1 2025
Reduced 17.44%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
1,529
shares
|
$146,386
0.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
1,524
shares
|
$145,907
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
1,500
shares
|
$143,610
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
1,476
shares
|
$141,312
0.14% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,426
shares
|
$136,525
0.03% of portfolio
|
Q1 2025
Reduced 26.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,416
shares
|
$135,567
0.0% of portfolio
|
Q1 2025
Reduced 20.09%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,383
shares
|
$132,408
0.0% of portfolio
|
Q1 2025
Added 60.44%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,357
shares
|
$129,919
0.06% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,310
shares
|
$125,419
0.0% of portfolio
|
Q3 2022
Reduced 5.62%
|