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 |
|---|---|---|---|---|---|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
3,466
shares
|
$356,790
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,460
shares
|
$356,172
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
3,449
shares
|
$355,040
0.09% of portfolio
|
Q3 2024
Added 45.34%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
3,433
shares
|
$353,393
0.03% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,423
shares
|
$352,363
0.02% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
3,387
shares
|
$348,657
0.08% of portfolio
|
Q1 2023
Added 0.36%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
3,376
shares
|
$347,525
0.05% of portfolio
|
Q2 2025
Reduced 27.85%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
3,371
shares
|
$347,010
0.12% of portfolio
|
Q4 2024
Added 669.63%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
3,359
shares
|
$345,775
0.39% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
3,351
shares
|
$344,951
0.02% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
3,325
shares
|
$342,275
0.06% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
3,308
shares
|
$340,525
0.04% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
3,301
shares
|
$339,804
0.08% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
3,280
shares
|
$337,643
0.04% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
3,258
shares
|
$335,378
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,253
shares
|
$334,863
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
3,243
shares
|
$333,834
0.03% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
3,187
shares
|
$328,069
0.05% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
3,139
shares
|
$323,128
0.11% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
3,133
shares
|
$322,511
0.01% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
3,132
shares
|
$322,408
0.06% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,103
shares
|
$319,422
0.06% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,103
shares
|
$319,422
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
3,102
shares
|
$319,319
0.09% of portfolio
|
Q2 2024
Reduced 6.96%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
3,085
shares
|
$317,569
0.02% of portfolio
|
Q3 2023
Reduced 7.08%
|