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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
11,703
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
11,428
shares
|
$1.18 Million
0.05% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
11,333
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Added 20.28%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
11,234
shares
|
$1.16 Million
0.18% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
11,127
shares
|
$1.15 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
11,065
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
11,046
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
11,046
shares
|
$1.14 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
10,998
shares
|
$1.13 Million
0.03% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
10,905
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
10,881
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
10,872
shares
|
$1.12 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
10,759
shares
|
$1.11 Million
0.45% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
10,663
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2022
Reduced 20.28%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
10,640
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Added 22.43%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
10,527
shares
|
$1.08 Million
0.97% of portfolio
|
Q4 2023
Reduced 6.23%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
10,488
shares
|
$1.08 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
10,425
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
10,329
shares
|
$1.06 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
10,320
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
10,300
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
10,299
shares
|
$1.06 Million
0.75% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
10,283
shares
|
$1.06 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
10,251
shares
|
$1.06 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
10,151
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 0.48%
|