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 |
|---|---|---|---|---|---|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
19
shares
|
$2,099
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
18
shares
|
$1,988
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
13
shares
|
$1,436
0.0% of portfolio
|
Q1 2024
Reduced 92.07%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
7
shares
|
$773
0.0% of portfolio
|
Q1 2025
Reduced 88.14%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Aug 13, 2025 Q2 2025 |
5
shares
|
$552
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2
shares
|
$220
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
2
shares
|
$220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1
shares
|
$110
0.0% of portfolio
|
Q3 2024
Reduced 99.93%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
1
shares
|
$110
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|