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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
50,431
shares
|
$5.57 Million
0.16% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
49,061
shares
|
$5.42 Million
0.05% of portfolio
|
Q2 2025
Added 709.59%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
48,956
shares
|
$5.41 Million
0.11% of portfolio
|
Q2 2025
Reduced 16.64%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
47,764
shares
|
$5.28 Million
0.16% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
47,151
shares
|
$5.21 Million
0.2% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
46,790
shares
|
$5.17 Million
0.48% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
46,224
shares
|
$5.11 Million
0.46% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
46,212
shares
|
$5.11 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
46,194
shares
|
$5.1 Million
1.84% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
45,801
shares
|
$5.06 Million
1.41% of portfolio
|
Q2 2025
Reduced 52.57%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
45,700
shares
|
$5.05 Million
0.18% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
45,601
shares
|
$5.04 Million
0.08% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
45,418
shares
|
$5.02 Million
0.18% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
45,102
shares
|
$4.98 Million
0.28% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
45,036
shares
|
$4.98 Million
0.56% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
45,035
shares
|
$4.98 Million
0.09% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
44,963
shares
|
$4.97 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
43,940
shares
|
$4.85 Million
0.39% of portfolio
|
Q4 2023
Added 15.81%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
43,914
shares
|
$4.85 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
43,758
shares
|
$4.83 Million
0.01% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
43,706
shares
|
$4.83 Million
1.38% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
43,363
shares
|
$4.79 Million
0.43% of portfolio
|
Q2 2025
Reduced 56.24%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
43,141
shares
|
$4.77 Million
0.52% of portfolio
|
Q2 2025
Reduced 24.32%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
42,541
shares
|
$4.7 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
42,259
shares
|
$4.67 Million
0.01% of portfolio
|
Q2 2025
Added 6.18%
|