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 898 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 $4.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,855
shares
|
$602,713
0.07% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
5,821
shares
|
$599,213
0.01% of portfolio
|
Q1 2025
Reduced 12.72%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
5,781
shares
|
$595,096
0.06% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
5,778
shares
|
$594,787
0.32% of portfolio
|
Q1 2025
Reduced 91.95%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
5,724
shares
|
$589,228
0.2% of portfolio
|
Q4 2024
Reduced 16.64%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
5,688
shares
|
$585,522
0.01% of portfolio
|
Q1 2025
Reduced 28.98%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
5,621
shares
|
$578,625
0.03% of portfolio
|
Q2 2025
Reduced 80.3%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
5,618
shares
|
$578,316
0.05% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5,606
shares
|
$577,081
0.04% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
5,580
shares
|
$574,405
0.2% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,527
shares
|
$568,949
0.1% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
5,512
shares
|
$567,405
0.01% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
5,510
shares
|
$567,199
0.38% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
5,480
shares
|
$564,111
0.36% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
5,430
shares
|
$558,964
0.08% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
5,426
shares
|
$558,552
0.03% of portfolio
|
Q1 2025
Reduced 43.56%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
5,424
shares
|
$558,346
0.4% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
5,410
shares
|
$556,905
0.0% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
5,386
shares
|
$554,434
0.0% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,351
shares
|
$550,831
0.02% of portfolio
|
Q4 2024
Reduced 82.71%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,348
shares
|
$550,523
0.24% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
5,346
shares
|
$550,317
0.12% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
5,344
shares
|
$550,111
0.04% of portfolio
|
Q3 2024
Added 5.76%
|