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 40.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
4,862
shares
|
$505,502
0.16% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
4,845
shares
|
$503,734
0.05% of portfolio
|
Q2 2023
Added 0.31%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
4,803
shares
|
$499,367
0.16% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
4,780
shares
|
$496,976
0.01% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,767
shares
|
$495,624
0.0% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
4,753
shares
|
$494,169
0.25% of portfolio
|
Q1 2025
Reduced 28.36%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
4,752
shares
|
$494,065
0.34% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
4,734
shares
|
$492,193
0.09% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
4,728
shares
|
$491,570
0.1% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
4,717
shares
|
$490,426
0.31% of portfolio
|
Q2 2025
Added 116.38%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
4,700
shares
|
$488,659
0.09% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
4,655
shares
|
$483,980
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
4,636
shares
|
$482,004
0.0% of portfolio
|
Q1 2025
Reduced 17.96%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
4,630
shares
|
$481,381
0.11% of portfolio
|
Q2 2025
Added 26.68%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4,562
shares
|
$474,311
0.15% of portfolio
|
Q2 2024
Reduced 2.65%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
4,557
shares
|
$473,791
0.11% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
4,543
shares
|
$472,335
0.15% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
4,500
shares
|
$467,865
0.07% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
4,477
shares
|
$465,473
0.02% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
4,470
shares
|
$464,745
0.12% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
4,461
shares
|
$463,810
0.07% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
4,442
shares
|
$461,834
0.02% of portfolio
|
Q1 2025
Reduced 27.65%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
4,420
shares
|
$459,547
0.12% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
4,414
shares
|
$458,923
0.08% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
4,363
shares
|
$453,621
0.23% of portfolio
|
Q1 2025
Reduced 0.3%
|