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 |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
145,095
shares
|
$16 Million
0.09% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
139,916
shares
|
$15.5 Million
0.16% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,505
shares
|
$15.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
136,544
shares
|
$15.1 Million
0.06% of portfolio
|
Q4 2024
Added 45.48%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
129,257
shares
|
$14.3 Million
0.97% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
127,215
shares
|
$14.1 Million
1.93% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
121,011
shares
|
$13.4 Million
4.12% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
117,868
shares
|
$13 Million
0.02% of portfolio
|
Q2 2025
Added 9846.67%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
112,540
shares
|
$12.4 Million
1.24% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
112,023
shares
|
$12.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
108,548
shares
|
$12 Million
0.02% of portfolio
|
Q2 2025
Added 684.93%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
107,228
shares
|
$11.8 Million
0.03% of portfolio
|
Q3 2023
Reduced 8.57%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
105,200
shares
|
$11.6 Million
0.16% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
103,510
shares
|
$11.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
102,728
shares
|
$11.3 Million
1.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
100,776
shares
|
$11.1 Million
0.02% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
96,518
shares
|
$10.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 46.12%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
93,458
shares
|
$10.3 Million
0.04% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
91,876
shares
|
$10.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 16.56%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
89,359
shares
|
$9.87 Million
1.34% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
88,873
shares
|
$9.82 Million
1.13% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
88,865
shares
|
$9.82 Million
1.61% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
87,268
shares
|
$9.64 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
85,580
shares
|
$9.45 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
84,378
shares
|
$9.32 Million
2.4% of portfolio
|
Q2 2025
Added 0.43%
|