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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
6,433
shares
|
$662,213
0.05% of portfolio
|
Q1 2025
Added 39.45%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
6,374
shares
|
$656,139
0.39% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,331
shares
|
$651,713
0.07% of portfolio
|
Q2 2023
Reduced 11.42%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
6,305
shares
|
$649,036
0.12% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
6,270
shares
|
$645,433
0.03% of portfolio
|
Q1 2024
Reduced 7.34%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
6,242
shares
|
$642,551
0.08% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
6,229
shares
|
$641,213
0.17% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
6,201
shares
|
$638,330
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
6,182
shares
|
$636,375
0.01% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
6,164
shares
|
$634,522
0.06% of portfolio
|
Q3 2024
Added 47.82%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,138
shares
|
$631,845
0.01% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
6,118
shares
|
$629,786
0.11% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
6,090
shares
|
$626,904
0.19% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
6,070
shares
|
$624,845
0.02% of portfolio
|
Q1 2025
Added 58.65%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,060
shares
|
$623,816
0.01% of portfolio
|
Q1 2025
Added 16.31%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
6,060
shares
|
$623,816
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
6,037
shares
|
$621,448
0.02% of portfolio
|
Q2 2024
Added 12.84%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
6,016
shares
|
$619,287
0.02% of portfolio
|
Q1 2025
Reduced 88.12%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
6,000
shares
|
$617,640
0.09% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
5,990
shares
|
$616,610
0.08% of portfolio
|
Q2 2023
Reduced 3.6%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
5,970
shares
|
$614,551
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
5,957
shares
|
$613,213
0.04% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
5,944
shares
|
$611,875
0.05% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,878
shares
|
$605,081
0.01% of portfolio
|
Q2 2022
Added 1.73%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
5,869
shares
|
$604,154
0.04% of portfolio
|
Q1 2025
Added 9.93%
|