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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,307
shares
|
$125,132
0.03% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
1,294
shares
|
$123,887
0.05% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,287
shares
|
$123,217
0.13% of portfolio
|
Q4 2024
Reduced 54.78%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
1,281
shares
|
$122,642
0.07% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
1,275
shares
|
$122,068
0.0% of portfolio
|
Q1 2025
Added 47.91%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
1,271
shares
|
$121,685
0.01% of portfolio
|
Q3 2023
Reduced 46.39%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,260
shares
|
$120,632
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
1,255
shares
|
$120,153
0.11% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,250
shares
|
$119,675
0.01% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
1,212
shares
|
$116,036
0.06% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
1,203
shares
|
$115,175
0.01% of portfolio
|
Q1 2024
Added 275.94%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,198
shares
|
$114,696
0.0% of portfolio
|
Q2 2023
Reduced 10.33%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
1,185
shares
|
$113,451
0.02% of portfolio
|
Q2 2024
Reduced 13.94%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,176
shares
|
$112,590
0.0% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,137
shares
|
$108,856
0.0% of portfolio
|
Q1 2025
Reduced 22.86%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
1,096
shares
|
$104,931
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
1,090
shares
|
$104,356
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,088
shares
|
$104,165
0.01% of portfolio
|
Q1 2024
Reduced 80.33%
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
984
shares
|
$94,208
0.05% of portfolio
|
Q4 2021
Reduced 2.96%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
972
shares
|
$93,059
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
966
shares
|
$92,484
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
959
shares
|
$91,814
0.0% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
955
shares
|
$91,431
0.0% of portfolio
|
Q1 2024
Added 149.74%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
923
shares
|
$88,368
0.01% of portfolio
|
Q1 2025
Added 18.03%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
922
shares
|
$88,272
0.03% of portfolio
|
Q3 2021
Added 4090.91%
|