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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
148,696
shares
|
$14.2 Million
0.2% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
148,358
shares
|
$14.2 Million
3.08% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,505
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
131,502
shares
|
$12.6 Million
1.03% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
130,568
shares
|
$12.5 Million
0.05% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
May 15, 2025 Q1 2025 |
129,990
shares
|
$12.4 Million
10.6% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
129,205
shares
|
$12.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
121,011
shares
|
$11.6 Million
4.12% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
118,787
shares
|
$11.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
114,721
shares
|
$11 Million
5.63% of portfolio
|
Q1 2025
Added 1553.52%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
113,564
shares
|
$10.9 Million
1.85% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
110,106
shares
|
$10.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
109,395
shares
|
$10.5 Million
0.04% of portfolio
|
Q1 2025
Added 20.89%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
107,228
shares
|
$10.3 Million
0.03% of portfolio
|
Q3 2023
Reduced 8.57%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
104,010
shares
|
$9.96 Million
0.18% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
101,113
shares
|
$9.68 Million
1.17% of portfolio
|
Q1 2025
Reduced 20.73%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
100,097
shares
|
$9.58 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
99,088
shares
|
$9.49 Million
1.05% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
97,429
shares
|
$9.33 Million
0.06% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
96,557
shares
|
$9.24 Million
3.24% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
94,100
shares
|
$9.01 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
90,765
shares
|
$8.69 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.14%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
90,584
shares
|
$8.67 Million
1.18% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
89,412
shares
|
$8.56 Million
0.16% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
88,865
shares
|
$8.51 Million
1.61% of portfolio
|
Q1 2025
Reduced 0.57%
|