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 |
|---|---|---|---|---|---|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,715
shares
|
$189,473
0.01% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
1,660
shares
|
$183,396
0.02% of portfolio
|
Q3 2023
Reduced 55.56%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,621
shares
|
$179,088
0.04% of portfolio
|
Q1 2021
Reduced 2.0%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,600
shares
|
$176,768
0.05% of portfolio
|
Q1 2021
Reduced 88.89%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,561
shares
|
$172,459
0.0% of portfolio
|
Q2 2025
Added 37.29%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
1,549
shares
|
$171,133
0.08% of portfolio
|
Q2 2025
Added 283.42%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,547
shares
|
$170,912
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
1,538
shares
|
$169,918
0.08% of portfolio
|
Q1 2025
Reduced 17.44%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
1,531
shares
|
$169,144
0.05% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
1,524
shares
|
$168,371
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,397
shares
|
$154,340
0.02% of portfolio
|
Q2 2025
Reduced 26.94%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,385
shares
|
$153,014
0.0% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,330
shares
|
$146,938
0.05% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,323
shares
|
$146,165
0.01% of portfolio
|
Q2 2025
Reduced 22.72%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,310
shares
|
$144,728
0.0% of portfolio
|
Q3 2022
Reduced 5.62%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,307
shares
|
$144,397
0.03% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,287
shares
|
$142,187
0.13% of portfolio
|
Q4 2024
Reduced 54.78%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
1,283
shares
|
$141,745
0.06% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,282
shares
|
$141,635
0.07% of portfolio
|
Q2 2025
Reduced 28.06%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
1,271
shares
|
$140,420
0.01% of portfolio
|
Q3 2023
Reduced 46.39%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
1,260
shares
|
$139,204
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
1,255
shares
|
$138,652
0.11% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,250
shares
|
$138,100
0.01% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
1,250
shares
|
$138,100
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,203
shares
|
$132,907
0.01% of portfolio
|
Q1 2024
Added 275.94%
|