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 |
|---|---|---|---|---|---|
|
North Landing Financial Partners, LLC
Rochester, NY |
Apr 21, 2025 Q1 2025 |
4,356
shares
|
$448,406
0.45% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
4,336
shares
|
$446,347
0.04% of portfolio
|
Q1 2025
Reduced 60.12%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
4,322
shares
|
$444,906
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,297
shares
|
$442,333
0.01% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
4,291
shares
|
$441,715
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
4,284
shares
|
$440,994
0.01% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
4,281
shares
|
$440,686
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
4,275
shares
|
$440,068
0.01% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
4,250
shares
|
$437,495
0.04% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
4,247
shares
|
$437,186
0.0% of portfolio
|
Q1 2025
Reduced 20.11%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
4,243
shares
|
$436,774
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
4,182
shares
|
$430,495
0.02% of portfolio
|
Q1 2025
Reduced 26.24%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
4,171
shares
|
$429,362
0.0% of portfolio
|
Q1 2025
Added 43.04%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
4,156
shares
|
$427,818
0.08% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
4,155
shares
|
$427,715
0.02% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
4,140
shares
|
$426,171
0.03% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
4,130
shares
|
$425,142
0.36% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
4,121
shares
|
$424,215
0.01% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
4,100
shares
|
$422,054
0.22% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
4,075
shares
|
$419,480
0.05% of portfolio
|
Q2 2025
Reduced 11.12%
|
|
|
Maple Capital Management, Inc.
|
Jun 16, 2025 Q1 2025 |
3,995
shares
|
$411,245
0.03% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
3,973
shares
|
$408,980
0.16% of portfolio
|
Q4 2022
Reduced 0.5%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
3,968
shares
|
$408,465
0.05% of portfolio
|
Q1 2023
Reduced 13.29%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
3,962
shares
|
$407,848
0.06% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
3,956
shares
|
$407,230
0.02% of portfolio
|
Q1 2025
Added 6.69%
|