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 |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
300
shares
|
$33,144
0.01% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
300
shares
|
$33,144
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
297
shares
|
$32,812
0.01% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
293
shares
|
$32,370
0.0% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
289
shares
|
$31,928
0.0% of portfolio
|
Q2 2025
Reduced 19.94%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
288
shares
|
$31,818
0.0% of portfolio
|
Q2 2025
Reduced 86.81%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
288
shares
|
$31,818
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
282
shares
|
$31,155
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
280
shares
|
$30,934
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
280
shares
|
$30,934
0.0% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
268
shares
|
$29,608
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
258
shares
|
$28,503
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
252
shares
|
$27,840
0.02% of portfolio
|
Q2 2025
Reduced 37.62%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
250
shares
|
$27,620
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
246
shares
|
$27,178
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Palouse Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
244
shares
|
$26,957
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
238
shares
|
$26,294
0.0% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
237
shares
|
$26,183
0.01% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
227
shares
|
$25,078
0.0% of portfolio
|
Q1 2023
Reduced 42.53%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
225
shares
|
$24,858
0.0% of portfolio
|
Q1 2024
Reduced 42.31%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
224
shares
|
$24,747
0.02% of portfolio
|
Q1 2024
Reduced 76.62%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
216
shares
|
$23,863
0.0% of portfolio
|
Q1 2022
Added 11.34%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
216
shares
|
$23,863
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
211
shares
|
$23,311
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
200
shares
|
$22,096
0.01% of portfolio
|
Q2 2023
New holding
|