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 895 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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,797
shares
|
$184,983
0.04% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,796
shares
|
$184,880
0.01% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,782
shares
|
$183,439
0.1% of portfolio
|
Q3 2022
Added 10.55%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,779
shares
|
$183,130
0.01% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,762
shares
|
$181,380
0.0% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,715
shares
|
$176,542
0.01% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,660
shares
|
$170,880
0.02% of portfolio
|
Q3 2023
Reduced 55.56%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,621
shares
|
$166,865
0.04% of portfolio
|
Q1 2021
Reduced 2.0%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,600
shares
|
$164,704
0.05% of portfolio
|
Q1 2021
Reduced 88.89%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
1,538
shares
|
$158,321
0.08% of portfolio
|
Q1 2025
Reduced 17.44%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
1,529
shares
|
$157,395
0.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
1,524
shares
|
$156,880
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
1,500
shares
|
$154,410
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
1,476
shares
|
$151,939
0.14% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,426
shares
|
$146,792
0.03% of portfolio
|
Q1 2025
Reduced 26.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,416
shares
|
$145,763
0.0% of portfolio
|
Q1 2025
Reduced 20.09%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,397
shares
|
$143,807
0.02% of portfolio
|
Q2 2025
Reduced 26.94%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,383
shares
|
$142,366
0.0% of portfolio
|
Q1 2025
Added 60.44%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,330
shares
|
$136,910
0.05% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,323
shares
|
$136,189
0.01% of portfolio
|
Q2 2025
Reduced 22.72%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,310
shares
|
$134,851
0.0% of portfolio
|
Q3 2022
Reduced 5.62%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,307
shares
|
$134,542
0.03% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,287
shares
|
$132,483
0.13% of portfolio
|
Q4 2024
Reduced 54.78%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
1,283
shares
|
$132,072
0.06% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
1,271
shares
|
$130,836
0.01% of portfolio
|
Q3 2023
Reduced 46.39%
|