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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,198
shares
|
$132,355
0.0% of portfolio
|
Q2 2023
Reduced 10.33%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,176
shares
|
$129,924
0.0% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
1,173
shares
|
$129,593
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
1,164
shares
|
$128,598
0.05% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,155
shares
|
$127,604
0.0% of portfolio
|
Q2 2025
Added 125.59%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
1,151
shares
|
$127,162
0.0% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,115
shares
|
$123,185
0.0% of portfolio
|
Q2 2025
Reduced 12.55%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,058
shares
|
$116,887
0.02% of portfolio
|
Q2 2025
Reduced 25.81%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
1,013
shares
|
$111,916
0.03% of portfolio
|
Q2 2025
Reduced 65.82%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
984
shares
|
$108,712
0.05% of portfolio
|
Q4 2021
Reduced 2.96%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
972
shares
|
$107,386
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
969
shares
|
$107,055
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
955
shares
|
$105,508
0.0% of portfolio
|
Q1 2024
Added 149.74%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
953
shares
|
$105,287
0.05% of portfolio
|
Q2 2025
Added 14.41%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
923
shares
|
$101,973
0.02% of portfolio
|
Q2 2025
Reduced 15.78%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
900
shares
|
$99,432
0.01% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
865
shares
|
$95,565
0.01% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
820
shares
|
$90,593
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
804
shares
|
$88,825
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
800
shares
|
$88,384
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
760
shares
|
$83,964
0.01% of portfolio
|
Q2 2025
Added 14.98%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
750
shares
|
$82,860
0.01% of portfolio
|
Q2 2025
Reduced 31.19%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
724
shares
|
$79,987
0.03% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
694
shares
|
$76,673
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
691
shares
|
$76,341
0.01% of portfolio
|
Q3 2024
Reduced 1.71%
|