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 |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
3,059
shares
|
$314,893
0.11% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,059
shares
|
$314,893
0.01% of portfolio
|
Q1 2025
Reduced 41.26%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,032
shares
|
$312,114
0.02% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
3,021
shares
|
$310,981
0.02% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
2,990
shares
|
$307,790
0.01% of portfolio
|
Q1 2025
Added 15.35%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
2,984
shares
|
$307,172
0.14% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
2,945
shares
|
$303,158
0.0% of portfolio
|
Q1 2025
Reduced 40.43%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
2,925
shares
|
$301,099
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
2,918
shares
|
$300,378
0.0% of portfolio
|
Q1 2025
Added 32.82%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
2,905
shares
|
$299,040
0.27% of portfolio
|
Q1 2025
Reduced 12.97%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
2,885
shares
|
$296,981
0.15% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
2,877
shares
|
$296,158
0.12% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
2,862
shares
|
$294,614
0.03% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,862
shares
|
$294,614
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
2,857
shares
|
$294,099
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
2,831
shares
|
$291,423
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
2,819
shares
|
$290,187
0.04% of portfolio
|
Q1 2025
Reduced 14.6%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
2,816
shares
|
$289,879
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
2,788
shares
|
$286,996
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
2,780
shares
|
$286,173
0.02% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
2,777
shares
|
$285,864
0.0% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
2,771
shares
|
$285,246
0.08% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
2,769
shares
|
$285,040
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
2,762
shares
|
$284,320
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
2,756
shares
|
$283,702
0.02% of portfolio
|
Q1 2025
New holding
|