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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,755
shares
|
$283,599
0.04% of portfolio
|
Q4 2021
Reduced 3.33%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
2,724
shares
|
$280,408
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
2,721
shares
|
$280,099
0.05% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
2,702
shares
|
$278,143
0.02% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
2,701
shares
|
$278,040
0.11% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
2,697
shares
|
$277,629
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
2,669
shares
|
$274,746
0.03% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
2,665
shares
|
$274,335
0.01% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
2,661
shares
|
$273,923
0.06% of portfolio
|
Q1 2025
Added 33.99%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
2,614
shares
|
$269,085
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
2,605
shares
|
$268,158
0.01% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
2,596
shares
|
$267,232
0.22% of portfolio
|
Q4 2024
Reduced 99.08%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,583
shares
|
$265,894
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
2,576
shares
|
$265,173
0.11% of portfolio
|
Q2 2024
Reduced 13.96%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
2,576
shares
|
$265,173
0.07% of portfolio
|
Q4 2022
Reduced 4.45%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
2,570
shares
|
$264,555
0.08% of portfolio
|
Q1 2025
Added 37.29%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
2,568
shares
|
$264,349
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
2,566
shares
|
$264,144
0.08% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
2,560
shares
|
$263,526
0.1% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,526
shares
|
$260,026
0.03% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
2,501
shares
|
$257,452
0.0% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,473
shares
|
$254,570
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,469
shares
|
$254,158
0.06% of portfolio
|
Q1 2025
Reduced 44.52%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
2,458
shares
|
$253,026
0.0% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,453
shares
|
$252,511
0.15% of portfolio
|
Q1 2025
Added 3.9%
|