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 900 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 $4.25 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
5,340
shares
|
$555,199
0.27% of portfolio
|
Q1 2025
Added 1.71%
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
5,302
shares
|
$551,248
0.04% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,295
shares
|
$550,521
0.02% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
5,266
shares
|
$547,506
0.07% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
5,257
shares
|
$546,570
1.21% of portfolio
|
Q1 2025
New holding
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,250
shares
|
$545,842
0.0% of portfolio
|
Q1 2025
Added 6.58%
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
5,242
shares
|
$545,010
0.19% of portfolio
|
Q2 2025
Reduced 50.39%
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
5,241
shares
|
$544,906
0.05% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
5,239
shares
|
$544,698
0.02% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
5,200
shares
|
$540,644
0.19% of portfolio
|
Q2 2025
Added 0.15%
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
5,169
shares
|
$537,420
0.04% of portfolio
|
Q1 2025
Added 2.5%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,139
shares
|
$534,301
0.01% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
5,134
shares
|
$533,781
0.02% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
5,114
shares
|
$531,702
0.25% of portfolio
|
Q2 2024
Reduced 48.68%
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
5,089
shares
|
$529,103
0.11% of portfolio
|
Q1 2025
Reduced 30.46%
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
5,043
shares
|
$524,320
0.41% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
5,041
shares
|
$524,112
0.02% of portfolio
|
Q4 2024
Reduced 31.55%
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
5,014
shares
|
$521,305
0.0% of portfolio
|
Q1 2025
Added 36.25%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,004
shares
|
$520,265
0.03% of portfolio
|
Q2 2025
Reduced 23.7%
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,950
shares
|
$514,651
0.01% of portfolio
|
Q3 2022
Reduced 0.94%
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
4,946
shares
|
$514,235
0.04% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
4,937
shares
|
$513,299
0.01% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
4,933
shares
|
$512,884
0.02% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
4,911
shares
|
$510,596
0.11% of portfolio
|
Q4 2024
Added 8.53%
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
4,898
shares
|
$509,245
0.22% of portfolio
|
Q2 2025
New holding
|