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 901 institutions that hold shares in the stock, with a total of 41.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
52,622
shares
|
$5.04 Million
4.22% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
52,088
shares
|
$4.99 Million
0.08% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Apr 29, 2025 Q1 2025 |
51,609
shares
|
$4.94 Million
4.67% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
51,551
shares
|
$4.94 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
51,235
shares
|
$4.91 Million
2.57% of portfolio
|
Q1 2025
Added 96.42%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
51,096
shares
|
$4.89 Million
0.24% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
50,971
shares
|
$4.88 Million
0.54% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
49,718
shares
|
$4.76 Million
0.16% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
49,484
shares
|
$4.74 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
47,764
shares
|
$4.57 Million
0.16% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
46,707
shares
|
$4.47 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
46,432
shares
|
$4.45 Million
1.97% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
46,036
shares
|
$4.41 Million
0.11% of portfolio
|
Q1 2025
Added 84.3%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
45,919
shares
|
$4.4 Million
0.49% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
45,700
shares
|
$4.38 Million
0.19% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
45,536
shares
|
$4.36 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
45,417
shares
|
$4.35 Million
0.19% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
45,200
shares
|
$4.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 88.71%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
45,141
shares
|
$4.32 Million
0.11% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
44,550
shares
|
$4.27 Million
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
44,190
shares
|
$4.23 Million
0.35% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
43,940
shares
|
$4.21 Million
0.41% of portfolio
|
Q4 2023
Added 15.81%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
43,820
shares
|
$4.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.3%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
43,580
shares
|
$4.17 Million
0.62% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
43,358
shares
|
$4.15 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.97%
|