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 |
|---|---|---|---|---|---|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
34,143
shares
|
$3.55 Million
0.98% of portfolio
|
Q1 2025
Added 17.13%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
33,955
shares
|
$3.53 Million
0.02% of portfolio
|
Q1 2025
Added 57.3%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
33,686
shares
|
$3.5 Million
0.2% of portfolio
|
Q2 2025
Reduced 22.31%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
32,913
shares
|
$3.42 Million
0.01% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
32,068
shares
|
$3.33 Million
0.65% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
31,956
shares
|
$3.32 Million
2.34% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
30,426
shares
|
$3.16 Million
1.17% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
29,932
shares
|
$3.11 Million
0.17% of portfolio
|
Q2 2025
Added 14.35%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
29,881
shares
|
$3.11 Million
1.15% of portfolio
|
Q1 2023
Reduced 0.44%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
29,713
shares
|
$3.09 Million
1.4% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
28,765
shares
|
$2.99 Million
0.32% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
28,125
shares
|
$2.92 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
27,429
shares
|
$2.85 Million
2.45% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
27,032
shares
|
$2.81 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
26,993
shares
|
$2.81 Million
0.05% of portfolio
|
Q2 2025
Reduced 41.37%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
26,923
shares
|
$2.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
26,671
shares
|
$2.77 Million
0.32% of portfolio
|
Q2 2025
Added 59.98%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
26,525
shares
|
$2.76 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
26,520
shares
|
$2.76 Million
0.83% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
26,076
shares
|
$2.71 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
25,989
shares
|
$2.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
25,887
shares
|
$2.69 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
25,611
shares
|
$2.66 Million
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
25,522
shares
|
$2.65 Million
0.06% of portfolio
|
Q3 2022
Reduced 95.47%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
25,398
shares
|
$2.64 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.34%
|