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 896 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 $4.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,944
shares
|
$405,995
0.0% of portfolio
|
Q1 2025
Reduced 92.52%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,915
shares
|
$403,010
0.06% of portfolio
|
Q1 2023
Reduced 9.0%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
3,909
shares
|
$402,392
0.01% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
3,853
shares
|
$396,627
0.02% of portfolio
|
Q1 2025
Added 33.05%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
3,842
shares
|
$395,495
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
3,806
shares
|
$391,789
0.06% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,772
shares
|
$388,289
0.15% of portfolio
|
Q4 2023
Added 1.45%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,758
shares
|
$386,848
0.14% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
3,758
shares
|
$386,848
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,718
shares
|
$382,730
0.04% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
3,687
shares
|
$379,539
0.02% of portfolio
|
Q1 2025
Added 22.09%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,658
shares
|
$376,554
0.06% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
3,630
shares
|
$373,672
0.21% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,629
shares
|
$373,569
0.01% of portfolio
|
Q4 2023
Reduced 8.03%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
3,601
shares
|
$370,686
0.01% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
3,598
shares
|
$370,378
0.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
3,574
shares
|
$367,907
0.1% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
3,573
shares
|
$367,804
0.19% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
3,538
shares
|
$364,201
0.06% of portfolio
|
Q2 2025
Reduced 36.63%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
3,530
shares
|
$363,378
0.01% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
3,528
shares
|
$363,172
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,509
shares
|
$361,216
0.01% of portfolio
|
Q1 2025
Reduced 28.27%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
3,506
shares
|
$360,907
0.01% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
3,482
shares
|
$358,437
0.0% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
3,473
shares
|
$357,510
0.03% of portfolio
|
Q1 2025
Reduced 32.3%
|