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 |
|---|---|---|---|---|---|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
83,379
shares
|
$9.21 Million
0.04% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
81,936
shares
|
$9.05 Million
0.74% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
81,403
shares
|
$8.99 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
81,195
shares
|
$8.97 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
80,671
shares
|
$8.91 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
80,647
shares
|
$8.91 Million
2.77% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
79,920
shares
|
$8.83 Million
1.26% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
79,860
shares
|
$8.82 Million
0.59% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
79,431
shares
|
$8.78 Million
0.2% of portfolio
|
Q2 2025
Added 25.67%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
79,329
shares
|
$8.76 Million
0.16% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
77,392
shares
|
$8.55 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
76,613
shares
|
$8.46 Million
3.56% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
75,954
shares
|
$8.39 Million
1.75% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
72,802
shares
|
$8.04 Million
0.08% of portfolio
|
Q2 2025
Added 18.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
72,716
shares
|
$8.03 Million
0.06% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
72,511
shares
|
$8.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 43.88%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
72,086
shares
|
$7.96 Million
0.88% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
71,867
shares
|
$7.94 Million
0.65% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
70,990
shares
|
$7.84 Million
0.27% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
70,139
shares
|
$7.75 Million
0.21% of portfolio
|
Q2 2025
Added 234.33%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
67,222
shares
|
$7.43 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
67,174
shares
|
$7.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
66,500
shares
|
$7.35 Million
1.83% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
65,120
shares
|
$7.19 Million
0.4% of portfolio
|
Q2 2025
Reduced 17.62%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
64,518
shares
|
$7.13 Million
0.0% of portfolio
|
Q2 2025
Added 52.86%
|