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 |
|---|---|---|---|---|---|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
5,340
shares
|
$549,699
0.27% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
5,302
shares
|
$545,787
0.04% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,295
shares
|
$545,067
0.02% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
5,266
shares
|
$542,082
0.07% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
5,257
shares
|
$541,155
1.21% of portfolio
|
Q1 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,250
shares
|
$540,435
0.0% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
5,242
shares
|
$539,611
0.19% of portfolio
|
Q2 2025
Reduced 50.39%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
5,241
shares
|
$539,508
0.05% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
5,239
shares
|
$539,302
0.02% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
5,200
shares
|
$535,288
0.19% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
5,169
shares
|
$532,096
0.04% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,139
shares
|
$529,008
0.01% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
5,134
shares
|
$528,493
0.02% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
5,114
shares
|
$526,435
0.25% of portfolio
|
Q2 2024
Reduced 48.68%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
5,089
shares
|
$523,861
0.11% of portfolio
|
Q1 2025
Reduced 30.46%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
5,043
shares
|
$519,126
0.42% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
5,041
shares
|
$518,920
0.02% of portfolio
|
Q4 2024
Reduced 31.55%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
5,014
shares
|
$516,141
0.0% of portfolio
|
Q1 2025
Added 36.25%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,004
shares
|
$515,111
0.03% of portfolio
|
Q2 2025
Reduced 23.7%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,950
shares
|
$509,553
0.01% of portfolio
|
Q3 2022
Reduced 0.94%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
4,946
shares
|
$509,141
0.04% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
4,937
shares
|
$508,214
0.01% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
4,933
shares
|
$507,803
0.02% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
4,911
shares
|
$505,538
0.11% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
4,877
shares
|
$502,038
0.43% of portfolio
|
Q1 2025
Reduced 44.02%
|