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 |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
227
shares
|
$21,732
0.0% of portfolio
|
Q1 2023
Reduced 42.53%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
225
shares
|
$21,541
0.0% of portfolio
|
Q1 2024
Reduced 42.31%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
224
shares
|
$21,445
0.02% of portfolio
|
Q1 2024
Reduced 76.62%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
223
shares
|
$21,350
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
216
shares
|
$20,679
0.0% of portfolio
|
Q1 2022
Added 11.34%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
216
shares
|
$20,679
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
213
shares
|
$20,392
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
208
shares
|
$19,913
0.0% of portfolio
|
Q1 2025
Reduced 51.74%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
202
shares
|
$19,339
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
200
shares
|
$19,148
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
200
shares
|
$19,148
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
200
shares
|
$19,148
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
200
shares
|
$19,148
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
193
shares
|
$18,477
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
191
shares
|
$18,286
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
180
shares
|
$17,233
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
175
shares
|
$16,754
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
175
shares
|
$16,754
0.01% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
171
shares
|
$16,371
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
168
shares
|
$16,084
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
150
shares
|
$14,361
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
150
shares
|
$14,361
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
146
shares
|
$13,978
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
146
shares
|
$13,978
0.0% of portfolio
|
Q1 2025
Reduced 81.54%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
144
shares
|
$13,786
0.01% of portfolio
|
Q1 2025
Reduced 20.44%
|