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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
672
shares
|
$74,242
0.01% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
668
shares
|
$73,800
0.0% of portfolio
|
Q3 2023
Reduced 30.85%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
659
shares
|
$72,806
0.0% of portfolio
|
Q1 2023
Reduced 14.3%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
655
shares
|
$72,364
0.01% of portfolio
|
Q2 2025
Reduced 29.04%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
644
shares
|
$71,149
0.01% of portfolio
|
Q1 2025
Reduced 25.46%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
644
shares
|
$71,149
0.0% of portfolio
|
Q4 2023
Reduced 29.81%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
627
shares
|
$69,270
0.01% of portfolio
|
Q2 2024
Reduced 10.3%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
618
shares
|
$68,276
0.0% of portfolio
|
Q4 2024
Reduced 53.15%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
613
shares
|
$67,724
0.01% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
608
shares
|
$67,171
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
604
shares
|
$66,729
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
567
shares
|
$62,642
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
563
shares
|
$62,200
0.0% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
559
shares
|
$61,758
0.0% of portfolio
|
Q3 2024
Added 31.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
550
shares
|
$60,764
0.0% of portfolio
|
Q2 2025
Reduced 42.65%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
550
shares
|
$60,764
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
533
shares
|
$58,885
0.02% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
532
shares
|
$58,775
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
526
shares
|
$58,112
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
522
shares
|
$57,670
0.0% of portfolio
|
Q2 2025
Reduced 11.97%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
504
shares
|
$55,681
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Investment Partners, LLC
|
Aug 13, 2025 Q2 2025 |
480
shares
|
$53,030
0.0% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
450
shares
|
$49,716
0.02% of portfolio
|
Q3 2023
Reduced 29.69%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
444
shares
|
$49,053
0.01% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
437
shares
|
$48,279
0.01% of portfolio
|
Q2 2025
Added 14.65%
|