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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
35,978
shares
|
$3.44 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
35,639
shares
|
$3.41 Million
0.5% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
35,300
shares
|
$3.38 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
|
$3.34 Million
2.57% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
34,665
shares
|
$3.32 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
|
$3.31 Million
0.1% of portfolio
|
Q1 2025
Added 1963.34%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
34,143
shares
|
$3.27 Million
0.98% of portfolio
|
Q1 2025
Added 17.13%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
33,955
shares
|
$3.25 Million
0.02% of portfolio
|
Q1 2025
Added 57.3%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
32,913
shares
|
$3.15 Million
0.01% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
31,956
shares
|
$3.06 Million
2.34% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
31,438
shares
|
$3.01 Million
0.84% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
30,747
shares
|
$2.94 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
30,426
shares
|
$2.91 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
30,088
shares
|
$2.88 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
29,881
shares
|
$2.86 Million
1.15% of portfolio
|
Q1 2023
Reduced 0.44%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 15, 2025 Q1 2025 |
28,747
shares
|
$2.75 Million
1.59% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
28,539
shares
|
$2.73 Million
0.18% of portfolio
|
Q1 2025
Added 24.02%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
27,610
shares
|
$2.64 Million
0.49% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
27,429
shares
|
$2.63 Million
2.45% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
27,032
shares
|
$2.59 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
26,923
shares
|
$2.58 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
26,759
shares
|
$2.56 Million
0.4% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
26,668
shares
|
$2.55 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
26,525
shares
|
$2.54 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
26,176
shares
|
$2.51 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.0%
|