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 895 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 $4.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
16,535
shares
|
$1.7 Million
0.94% of portfolio
|
Q2 2023
Added 1.06%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
16,160
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
16,068
shares
|
$1.65 Million
0.5% of portfolio
|
Q1 2025
Reduced 78.54%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
16,025
shares
|
$1.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
15,865
shares
|
$1.63 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
15,654
shares
|
$1.61 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
15,346
shares
|
$1.58 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
15,303
shares
|
$1.58 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
15,137
shares
|
$1.56 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
14,930
shares
|
$1.54 Million
1.19% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
14,929
shares
|
$1.54 Million
0.27% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
14,899
shares
|
$1.53 Million
0.47% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
14,829
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
14,703
shares
|
$1.51 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
14,548
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
14,391
shares
|
$1.48 Million
0.38% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
14,356
shares
|
$1.48 Million
0.07% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
14,350
shares
|
$1.48 Million
0.31% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
14,156
shares
|
$1.46 Million
0.0% of portfolio
|
Q4 2022
Reduced 10.6%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
14,148
shares
|
$1.46 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
14,082
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
14,079
shares
|
$1.45 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
14,064
shares
|
$1.45 Million
1.11% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
14,004
shares
|
$1.44 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
14,001
shares
|
$1.44 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.1%
|