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 896 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
10,119
shares
|
$1.04 Million
0.19% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
10,115
shares
|
$1.04 Million
0.35% of portfolio
|
Q2 2022
Added 0.03%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
10,080
shares
|
$1.04 Million
0.53% of portfolio
|
Q3 2022
Reduced 5.25%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
10,062
shares
|
$1.04 Million
0.39% of portfolio
|
Q1 2025
Added 20.85%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
10,047
shares
|
$1.03 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,020
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 27.54%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,017
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2023
Reduced 10.35%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
9,866
shares
|
$1.02 Million
0.81% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
9,845
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
9,803
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
9,800
shares
|
$1.01 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
9,761
shares
|
$1 Million
0.36% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
9,660
shares
|
$994,400
0.02% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
9,601
shares
|
$988,326
0.42% of portfolio
|
Q1 2025
Added 16.59%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
9,581
shares
|
$986,268
0.13% of portfolio
|
Q2 2025
Reduced 15.93%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
9,579
shares
|
$986,062
0.12% of portfolio
|
Q1 2025
Added 70.26%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
9,532
shares
|
$981,224
0.18% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
9,496
shares
|
$977,518
0.09% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
9,443
shares
|
$972,062
0.37% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
9,381
shares
|
$965,680
0.38% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
9,234
shares
|
$950,547
0.07% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
9,095
shares
|
$936,239
0.01% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
9,056
shares
|
$932,224
0.34% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
8,890
shares
|
$915,136
0.67% of portfolio
|
Q2 2025
Reduced 5.67%
|