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 |
|---|---|---|---|---|---|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
200
shares
|
$22,096
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
199
shares
|
$21,985
0.0% of portfolio
|
Q2 2025
Added 36.3%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
198
shares
|
$21,875
0.01% of portfolio
|
Q2 2025
Reduced 16.46%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
193
shares
|
$21,322
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
191
shares
|
$21,101
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
180
shares
|
$19,886
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
175
shares
|
$19,334
0.01% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
171
shares
|
$18,892
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
168
shares
|
$18,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
150
shares
|
$16,572
0.01% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
150
shares
|
$16,572
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
150
shares
|
$16,572
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
144
shares
|
$15,909
0.0% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
139
shares
|
$15,356
0.0% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
132
shares
|
$14,583
0.0% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
128
shares
|
$14,141
0.0% of portfolio
|
Q4 2024
Reduced 51.88%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
124
shares
|
$13,699
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
120
shares
|
$13,257
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
118
shares
|
$13,036
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
114
shares
|
$12,594
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
114
shares
|
$12,594
0.0% of portfolio
|
Q2 2025
Reduced 46.48%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
114
shares
|
$12,594
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
111
shares
|
$12,263
0.0% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
111
shares
|
$12,263
0.0% of portfolio
|
Q2 2025
Added 11000.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
111
shares
|
$12,263
0.01% of portfolio
|
Q2 2022
Reduced 97.09%
|