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 892 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,032
shares
|
$334,975
0.02% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
3,032
shares
|
$334,975
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
3,021
shares
|
$333,760
0.02% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
2,978
shares
|
$329,009
0.26% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
2,945
shares
|
$325,363
0.0% of portfolio
|
Q1 2025
Reduced 40.43%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
2,925
shares
|
$323,154
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
2,910
shares
|
$321,496
0.02% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
2,896
shares
|
$319,950
0.14% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
2,881
shares
|
$318,292
0.12% of portfolio
|
Q2 2025
Reduced 94.88%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
2,862
shares
|
$316,193
0.03% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,862
shares
|
$316,193
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
2,857
shares
|
$315,641
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
2,819
shares
|
$311,443
0.03% of portfolio
|
Q1 2025
Reduced 14.6%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
2,818
shares
|
$311,332
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
2,788
shares
|
$308,018
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
2,785
shares
|
$307,686
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
2,765
shares
|
$305,477
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
2,763
shares
|
$305,256
0.05% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
2,762
shares
|
$305,145
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,755
shares
|
$304,372
0.04% of portfolio
|
Q4 2021
Reduced 3.33%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
2,702
shares
|
$298,516
0.02% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
2,701
shares
|
$298,406
0.11% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
2,697
shares
|
$297,964
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
2,649
shares
|
$292,661
0.02% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
2,646
shares
|
$292,330
0.25% of portfolio
|
Q2 2025
Reduced 2.86%
|