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 |
|---|---|---|---|---|---|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
40,831
shares
|
$4.51 Million
1.56% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
40,636
shares
|
$4.49 Million
0.48% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
40,219
shares
|
$4.44 Million
2.21% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
40,021
shares
|
$4.42 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
39,692
shares
|
$4.39 Million
0.08% of portfolio
|
Q2 2025
Reduced 28.36%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
39,473
shares
|
$4.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
39,418
shares
|
$4.35 Million
1.53% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
38,774
shares
|
$4.28 Million
0.15% of portfolio
|
Q2 2025
Reduced 14.85%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
37,631
shares
|
$4.16 Million
5.63% of portfolio
|
Q1 2023
Reduced 58.24%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jul 14, 2025 Q2 2025 |
37,486
shares
|
$4.14 Million
4.43% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
37,315
shares
|
$4.12 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
37,150
shares
|
$4.1 Million
0.07% of portfolio
|
Q2 2025
Added 60.85%
|
|
|
Ltg Capital LLC
|
Aug 05, 2025 Q2 2025 |
37,061
shares
|
$4.09 Million
3.38% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
36,961
shares
|
$4.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.65%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
36,835
shares
|
$4.07 Million
2.46% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
36,520
shares
|
$4.03 Million
0.02% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
36,419
shares
|
$4.02 Million
1.23% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
36,169
shares
|
$4 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
36,031
shares
|
$3.98 Million
0.02% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
35,936
shares
|
$3.97 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.44%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
35,560
shares
|
$3.93 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
35,234
shares
|
$3.89 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
35,050
shares
|
$3.87 Million
1.04% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
34,337
shares
|
$3.79 Million
0.01% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
33,691
shares
|
$3.72 Million
1.18% of portfolio
|
Q2 2025
Reduced 50.2%
|