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 |
|---|---|---|---|---|---|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
33,686
shares
|
$3.72 Million
0.2% of portfolio
|
Q2 2025
Reduced 22.31%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
32,068
shares
|
$3.54 Million
0.65% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
31,215
shares
|
$3.45 Million
2.14% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2025 Q2 2025 |
31,000
shares
|
$3.42 Million
0.64% of portfolio
|
Q2 2025
Added 40.91%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
30,599
shares
|
$3.38 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
30,426
shares
|
$3.36 Million
1.17% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
29,932
shares
|
$3.31 Million
0.17% of portfolio
|
Q2 2025
Added 14.35%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
29,881
shares
|
$3.3 Million
1.15% of portfolio
|
Q1 2023
Reduced 0.44%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
29,713
shares
|
$3.28 Million
1.4% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
29,481
shares
|
$3.26 Million
0.0% of portfolio
|
Q2 2025
Added 306.8%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
29,363
shares
|
$3.24 Million
0.1% of portfolio
|
Q2 2025
Reduced 26.77%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
28,927
shares
|
$3.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 22.37%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
28,765
shares
|
$3.18 Million
0.32% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
28,125
shares
|
$3.11 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
27,629
shares
|
$3.05 Million
0.28% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
27,449
shares
|
$3.03 Million
0.01% of portfolio
|
Q2 2025
Added 113.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
26,993
shares
|
$2.98 Million
0.05% of portfolio
|
Q2 2025
Reduced 41.37%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
26,761
shares
|
$2.96 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
26,671
shares
|
$2.95 Million
0.32% of portfolio
|
Q2 2025
Added 59.98%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
26,570
shares
|
$2.94 Million
0.23% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
26,520
shares
|
$2.93 Million
0.83% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
26,076
shares
|
$2.88 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
25,887
shares
|
$2.86 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
25,703
shares
|
$2.84 Million
0.02% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
25,611
shares
|
$2.83 Million
0.08% of portfolio
|
Q1 2023
New holding
|