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 |
|---|---|---|---|---|---|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
2,453
shares
|
$252,511
0.02% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
2,446
shares
|
$251,791
0.0% of portfolio
|
Q4 2024
Reduced 12.92%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,441
shares
|
$251,276
0.13% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
2,433
shares
|
$250,453
0.19% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
2,420
shares
|
$249,114
0.01% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
2,419
shares
|
$249,011
0.04% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
May 15, 2025 Q1 2025 |
2,402
shares
|
$247,261
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
2,394
shares
|
$246,438
0.1% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
2,394
shares
|
$246,438
0.04% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
2,370
shares
|
$243,967
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,360
shares
|
$242,938
0.02% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
2,359
shares
|
$242,835
0.08% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
2,332
shares
|
$240,056
0.01% of portfolio
|
Q1 2025
Reduced 36.32%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
2,309
shares
|
$237,688
0.04% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,305
shares
|
$237,276
0.01% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
2,304
shares
|
$237,173
0.08% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
2,292
shares
|
$235,938
0.02% of portfolio
|
Q2 2024
Reduced 14.48%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jul 08, 2025 Q1 2025 |
2,280
shares
|
$234,703
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,271
shares
|
$233,776
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
2,264
shares
|
$233,056
0.03% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
2,250
shares
|
$231,615
0.01% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
2,240
shares
|
$230,585
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
2,225
shares
|
$229,041
0.14% of portfolio
|
Q1 2024
Added 3.58%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
2,223
shares
|
$228,835
0.13% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
2,206
shares
|
$227,085
0.03% of portfolio
|
Q1 2025
Added 8.24%
|