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 |
|---|---|---|---|---|---|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
63,178
shares
|
$6.98 Million
0.18% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
62,927
shares
|
$6.95 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
61,394
shares
|
$6.78 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
60,806
shares
|
$6.72 Million
0.84% of portfolio
|
Q2 2025
Added 15.1%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
59,309
shares
|
$6.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
58,986
shares
|
$6.52 Million
0.01% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
57,636
shares
|
$6.37 Million
4.86% of portfolio
|
Q2 2025
Added 48.24%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
57,209
shares
|
$6.32 Million
0.02% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
56,659
shares
|
$6.26 Million
0.0% of portfolio
|
Q2 2025
Added 25.35%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
56,267
shares
|
$6.22 Million
1.14% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
55,947
shares
|
$6.18 Million
1.89% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
55,688
shares
|
$6.15 Million
0.61% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
55,654
shares
|
$6.15 Million
0.08% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
55,065
shares
|
$6.08 Million
0.1% of portfolio
|
Q2 2025
Reduced 18.96%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
54,892
shares
|
$6.06 Million
0.71% of portfolio
|
Q2 2024
Reduced 51.38%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Aug 05, 2025 Q2 2025 |
54,054
shares
|
$5.97 Million
2.63% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
53,831
shares
|
$5.95 Million
0.03% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
53,282
shares
|
$5.89 Million
0.23% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
52,954
shares
|
$5.85 Million
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
52,759
shares
|
$5.83 Million
0.64% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
52,385
shares
|
$5.79 Million
0.58% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
52,240
shares
|
$5.77 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
51,726
shares
|
$5.71 Million
1.93% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
51,066
shares
|
$5.64 Million
1.98% of portfolio
|
Q2 2025
Added 1674.97%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
51,045
shares
|
$5.64 Million
2.73% of portfolio
|
Q2 2025
Reduced 4.68%
|