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 890 institutions that hold shares in the stock, with a total of 39.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,564,530
shares
|
$363 Million
0.02% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,264,442
shares
|
$332 Million
0.02% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,323,263
shares
|
$135 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
1,102,370
shares
|
$112 Million
11.47% of portfolio
|
Q3 2022
Reduced 2.75%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,040,281
shares
|
$106 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
929,734
shares
|
$94.6 Million
0.03% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
855,227
shares
|
$87 Million
1.16% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
849,875
shares
|
$86.5 Million
1.07% of portfolio
|
Q2 2025
Added 19.59%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
849,849
shares
|
$86.5 Million
11.17% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
672,573
shares
|
$68.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 27.07%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
654,365
shares
|
$66.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
641,697
shares
|
$65.3 Million
2.54% of portfolio
|
Q1 2023
Added 6.22%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
607,573
shares
|
$61.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
595,125
shares
|
$60.6 Million
0.21% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
590,875
shares
|
$60.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
531,818
shares
|
$54.1 Million
0.01% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
494,648
shares
|
$50.3 Million
0.35% of portfolio
|
Q2 2025
Reduced 66.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
408,563
shares
|
$41.6 Million
0.0% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
378,421
shares
|
$38.5 Million
0.03% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
371,916
shares
|
$37.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
342,838
shares
|
$34.9 Million
1.9% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
339,292
shares
|
$34.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.62%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
330,573
shares
|
$33.6 Million
1.27% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
325,179
shares
|
$33.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
310,458
shares
|
$31.6 Million
0.02% of portfolio
|
Q2 2025
Added 11.25%
|