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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
900
shares
|
$86,166
0.01% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
865
shares
|
$82,815
0.01% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
833
shares
|
$79,751
0.05% of portfolio
|
Q1 2025
Added 46.65%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
820
shares
|
$78,506
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
804
shares
|
$76,974
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
800
shares
|
$76,592
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
746
shares
|
$71,422
0.03% of portfolio
|
Q1 2025
Reduced 48.05%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
694
shares
|
$66,443
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
691
shares
|
$66,156
0.01% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
668
shares
|
$63,954
0.03% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
668
shares
|
$63,954
0.0% of portfolio
|
Q3 2023
Reduced 30.85%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
664
shares
|
$63,571
0.01% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
661
shares
|
$63,284
0.01% of portfolio
|
Q1 2025
Reduced 13.03%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
659
shares
|
$63,092
0.0% of portfolio
|
Q1 2023
Reduced 14.3%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
644
shares
|
$61,656
0.01% of portfolio
|
Q1 2025
Reduced 25.46%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
644
shares
|
$61,656
0.0% of portfolio
|
Q4 2023
Reduced 29.81%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
627
shares
|
$60,028
0.01% of portfolio
|
Q2 2024
Reduced 10.3%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
618
shares
|
$59,167
0.0% of portfolio
|
Q4 2024
Reduced 53.15%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
608
shares
|
$58,209
0.01% of portfolio
|
Q1 2024
Reduced 6.75%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
608
shares
|
$58,209
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
604
shares
|
$57,826
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
595
shares
|
$56,965
0.0% of portfolio
|
Q1 2025
Added 29650.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
567
shares
|
$54,284
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
559
shares
|
$53,518
0.0% of portfolio
|
Q3 2024
Added 31.53%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
550
shares
|
$52,657
0.0% of portfolio
|
Q4 2022
New holding
|