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 |
|---|---|---|---|---|---|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
13,955
shares
|
$1.44 Million
0.19% of portfolio
|
Q4 2024
Added 19.73%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,878
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Apr 30, 2025 Q1 2025 |
13,844
shares
|
$1.43 Million
1.48% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
13,838
shares
|
$1.42 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
13,834
shares
|
$1.42 Million
1.02% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
13,829
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 52.5%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
13,689
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2023
Added 1.29%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
13,657
shares
|
$1.41 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
13,414
shares
|
$1.38 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
13,272
shares
|
$1.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 84.85%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
13,188
shares
|
$1.36 Million
0.6% of portfolio
|
Q1 2024
Reduced 19.92%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
12,919
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
12,908
shares
|
$1.33 Million
0.83% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
12,905
shares
|
$1.33 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
12,829
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
12,758
shares
|
$1.31 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
12,194
shares
|
$1.26 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
12,187
shares
|
$1.25 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.25%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
12,179
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2025
Added 12.31%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,090
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2023
Reduced 80.94%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
12,011
shares
|
$1.24 Million
0.04% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
11,952
shares
|
$1.23 Million
0.47% of portfolio
|
Q2 2025
Added 108.37%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
11,947
shares
|
$1.23 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
11,895
shares
|
$1.22 Million
0.05% of portfolio
|
Q1 2025
Added 19.85%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
11,721
shares
|
$1.21 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.88%
|