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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
139
shares
|
$13,307
0.0% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
132
shares
|
$12,637
0.0% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
128
shares
|
$12,254
0.0% of portfolio
|
Q4 2024
Reduced 51.88%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
122
shares
|
$11,680
0.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
120
shares
|
$11,488
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
118
shares
|
$11,297
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
115
shares
|
$11,010
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
114
shares
|
$10,914
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
111
shares
|
$10,627
0.01% of portfolio
|
Q2 2022
Reduced 97.09%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
110
shares
|
$10,531
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
110
shares
|
$10,531
0.0% of portfolio
|
Q3 2024
Reduced 52.17%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
110
shares
|
$10,531
0.0% of portfolio
|
Q1 2024
Reduced 60.29%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
106
shares
|
$10,148
0.0% of portfolio
|
Q4 2023
Added 0.95%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
105
shares
|
$10,052
0.0% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
100
shares
|
$9,574
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
100
shares
|
$9,574
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
100
shares
|
$9,574
0.0% of portfolio
|
Q3 2022
Reduced 51.92%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
100
shares
|
$9,574
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
100
shares
|
$9,574
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
94
shares
|
$8,999
0.0% of portfolio
|
Q3 2024
Reduced 64.12%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
90
shares
|
$8,616
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
90
shares
|
$8,616
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
90
shares
|
$8,616
0.0% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
88
shares
|
$8,425
0.0% of portfolio
|
Q4 2024
Reduced 51.91%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
87
shares
|
$8,329
0.01% of portfolio
|
Q1 2025
Added 1.16%
|