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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
7,816
shares
|
$804,579
0.02% of portfolio
|
Q2 2025
Added 8.92%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
7,721
shares
|
$794,799
0.03% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
7,711
shares
|
$793,770
0.11% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
7,704
shares
|
$793,049
0.02% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
7,603
shares
|
$782,652
0.39% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
7,567
shares
|
$778,946
0.18% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
7,505
shares
|
$772,564
0.32% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
7,451
shares
|
$767,005
0.02% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
7,441
shares
|
$765,976
0.11% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
7,435
shares
|
$765,358
0.22% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,328
shares
|
$754,344
0.06% of portfolio
|
Q4 2022
Added 0.15%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
7,287
shares
|
$750,123
0.39% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
7,247
shares
|
$746,006
0.0% of portfolio
|
Q1 2025
Added 189.88%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
7,109
shares
|
$731,800
0.01% of portfolio
|
Q1 2025
Added 21.81%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
6,935
shares
|
$713,888
0.42% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
6,903
shares
|
$710,594
0.01% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
6,890
shares
|
$709,256
0.44% of portfolio
|
Q4 2022
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
6,870
shares
|
$707,197
0.01% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
6,796
shares
|
$699,580
0.01% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
6,756
shares
|
$695,462
0.08% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
6,736
shares
|
$693,403
0.02% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
6,635
shares
|
$683,006
0.17% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
6,568
shares
|
$676,109
0.15% of portfolio
|
Q1 2025
Added 30.37%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
6,547
shares
|
$673,948
0.13% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
6,537
shares
|
$672,918
0.32% of portfolio
|
Q1 2025
Added 2.96%
|