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 |
|---|---|---|---|---|---|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
8,888
shares
|
$914,930
0.26% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
8,752
shares
|
$900,930
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
8,712
shares
|
$896,813
0.23% of portfolio
|
Q2 2022
Reduced 11.1%
|
|
|
Vaughan & CO Securities, Inc.
|
Apr 29, 2025 Q1 2025 |
8,633
shares
|
$888,681
0.53% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
8,588
shares
|
$884,048
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
8,567
shares
|
$881,886
0.01% of portfolio
|
Q2 2024
Added 109.0%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
8,411
shares
|
$865,828
0.38% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
8,381
shares
|
$862,740
0.12% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
8,381
shares
|
$862,740
0.43% of portfolio
|
Q4 2022
Reduced 13.77%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
8,303
shares
|
$854,710
0.19% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
8,249
shares
|
$849,152
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
8,234
shares
|
$847,607
0.01% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
8,221
shares
|
$846,269
0.06% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,179
shares
|
$841,946
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
8,120
shares
|
$835,872
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,069
shares
|
$830,622
0.28% of portfolio
|
Q2 2022
Reduced 2.34%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
7,997
shares
|
$823,211
0.03% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
7,983
shares
|
$821,770
0.12% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
7,979
shares
|
$821,358
0.03% of portfolio
|
Q1 2025
Added 87.08%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
7,972
shares
|
$820,637
0.07% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
7,959
shares
|
$819,299
0.1% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
7,900
shares
|
$813,226
0.22% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
7,896
shares
|
$812,814
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,885
shares
|
$811,681
0.37% of portfolio
|
Q4 2023
Added 169.39%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
7,845
shares
|
$807,564
0.06% of portfolio
|
Q4 2022
Reduced 39.9%
|