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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,201
shares
|
$226,570
0.01% of portfolio
|
Q4 2023
Reduced 35.09%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
2,200
shares
|
$226,468
0.04% of portfolio
|
Q2 2024
Reduced 16.03%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
2,196
shares
|
$226,056
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
2,188
shares
|
$225,232
0.01% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,183
shares
|
$224,718
0.0% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
2,164
shares
|
$222,762
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
2,163
shares
|
$222,659
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
2,155
shares
|
$221,835
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
2,154
shares
|
$221,732
0.07% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
2,149
shares
|
$221,218
0.16% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
2,132
shares
|
$219,468
0.06% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
2,126
shares
|
$218,850
0.08% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
2,122
shares
|
$218,438
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,116
shares
|
$217,821
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
2,100
shares
|
$216,174
0.01% of portfolio
|
Q4 2023
Reduced 16.33%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
2,098
shares
|
$215,968
0.17% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
2,098
shares
|
$215,968
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,085
shares
|
$214,629
0.0% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
2,083
shares
|
$214,424
0.2% of portfolio
|
Q1 2025
Reduced 93.14%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,073
shares
|
$213,394
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
2,051
shares
|
$211,129
0.08% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,000
shares
|
$205,880
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,906
shares
|
$196,203
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
1,867
shares
|
$192,188
0.07% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,856
shares
|
$191,056
0.02% of portfolio
|
Q4 2024
Added 20.75%
|