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 898 institutions that hold shares in the stock, with a total of 40.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
361
shares
|
$37,533
0.0% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
358
shares
|
$37,221
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
350
shares
|
$36,389
0.01% of portfolio
|
Q1 2025
Reduced 51.99%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
332
shares
|
$34,518
0.01% of portfolio
|
Q1 2024
Reduced 60.48%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
330
shares
|
$34,310
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
320
shares
|
$33,270
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
318
shares
|
$33,062
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
317
shares
|
$32,958
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
317
shares
|
$32,958
0.01% of portfolio
|
Q2 2023
Added 17.41%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
310
shares
|
$32,230
0.0% of portfolio
|
Q3 2022
Added 47.62%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
304
shares
|
$31,606
0.0% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
303
shares
|
$31,502
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
302
shares
|
$31,398
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
300
shares
|
$31,191
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
300
shares
|
$31,191
0.01% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
296
shares
|
$30,775
0.01% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
288
shares
|
$29,943
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
282
shares
|
$29,319
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
279
shares
|
$29,007
0.0% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
268
shares
|
$27,863
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
258
shares
|
$26,824
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
250
shares
|
$25,992
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
244
shares
|
$25,368
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
238
shares
|
$24,744
0.0% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
237
shares
|
$24,640
0.01% of portfolio
|
Q2 2025
Reduced 9.54%
|