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 900 institutions that hold shares in the stock, with a total of 40.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
64,329
shares
|
$6.69 Million
0.29% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
63,205
shares
|
$6.57 Million
0.17% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
63,178
shares
|
$6.57 Million
0.18% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
61,797
shares
|
$6.43 Million
0.06% of portfolio
|
Q1 2025
Added 2089.83%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
61,662
shares
|
$6.41 Million
0.07% of portfolio
|
Q1 2025
Added 16.73%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
60,806
shares
|
$6.32 Million
0.84% of portfolio
|
Q2 2025
Added 15.1%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
59,309
shares
|
$6.17 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
58,730
shares
|
$6.11 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
56,778
shares
|
$5.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
56,324
shares
|
$5.86 Million
2.45% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
56,267
shares
|
$5.85 Million
1.14% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
55,112
shares
|
$5.73 Million
0.36% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
54,892
shares
|
$5.71 Million
0.71% of portfolio
|
Q2 2024
Reduced 51.38%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
54,299
shares
|
$5.65 Million
0.62% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
54,030
shares
|
$5.62 Million
1.93% of portfolio
|
Q1 2025
Added 11.82%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
53,282
shares
|
$5.54 Million
0.23% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
53,244
shares
|
$5.54 Million
0.02% of portfolio
|
Q1 2025
Added 15.98%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
52,954
shares
|
$5.51 Million
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
52,868
shares
|
$5.5 Million
0.63% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
52,854
shares
|
$5.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
52,759
shares
|
$5.49 Million
0.64% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
52,622
shares
|
$5.47 Million
4.22% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
52,088
shares
|
$5.42 Million
0.08% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
51,551
shares
|
$5.36 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
51,235
shares
|
$5.33 Million
2.57% of portfolio
|
Q1 2025
Added 96.42%
|