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 |
|---|---|---|---|---|---|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
40,219
shares
|
$4.18 Million
2.21% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
40,215
shares
|
$4.18 Million
1.41% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
40,127
shares
|
$4.17 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
40,095
shares
|
$4.17 Million
0.15% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
39,800
shares
|
$4.14 Million
0.01% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
39,692
shares
|
$4.13 Million
0.08% of portfolio
|
Q2 2025
Reduced 28.36%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
39,516
shares
|
$4.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
39,432
shares
|
$4.1 Million
1.42% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
39,002
shares
|
$4.06 Million
1.57% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
38,880
shares
|
$4.04 Million
3.78% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Ltg Capital LLC
|
Apr 30, 2025 Q1 2025 |
38,878
shares
|
$4.04 Million
3.71% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
38,680
shares
|
$4.02 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
37,631
shares
|
$3.91 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
|
$3.9 Million
4.43% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
37,265
shares
|
$3.87 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
37,150
shares
|
$3.86 Million
0.07% of portfolio
|
Q2 2025
Added 60.85%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
36,961
shares
|
$3.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.65%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
36,169
shares
|
$3.76 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
36,064
shares
|
$3.75 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
35,978
shares
|
$3.74 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
35,560
shares
|
$3.7 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
35,300
shares
|
$3.67 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
34,847
shares
|
$3.62 Million
2.57% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
34,665
shares
|
$3.6 Million
1.15% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
34,561
shares
|
$3.59 Million
0.1% of portfolio
|
Q1 2025
Added 1963.34%
|