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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,260
shares
|
$129,704
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
1,255
shares
|
$129,189
0.11% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,250
shares
|
$128,675
0.01% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,203
shares
|
$123,836
0.01% of portfolio
|
Q1 2024
Added 275.94%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,198
shares
|
$123,322
0.0% of portfolio
|
Q2 2023
Reduced 10.33%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
1,185
shares
|
$121,983
0.02% of portfolio
|
Q2 2024
Reduced 13.94%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,176
shares
|
$121,057
0.0% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
1,164
shares
|
$119,822
0.05% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,137
shares
|
$117,042
0.0% of portfolio
|
Q1 2025
Reduced 22.86%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,115
shares
|
$114,778
0.0% of portfolio
|
Q2 2025
Reduced 12.55%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
1,096
shares
|
$112,822
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,088
shares
|
$111,998
0.01% of portfolio
|
Q1 2024
Reduced 80.33%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
984
shares
|
$101,292
0.05% of portfolio
|
Q4 2021
Reduced 2.96%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
972
shares
|
$100,057
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
966
shares
|
$99,440
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
959
shares
|
$98,719
0.0% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
955
shares
|
$98,307
0.0% of portfolio
|
Q1 2024
Added 149.74%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
923
shares
|
$95,013
0.01% of portfolio
|
Q1 2025
Added 18.03%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
900
shares
|
$92,646
0.01% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
865
shares
|
$89,043
0.01% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
833
shares
|
$85,749
0.05% of portfolio
|
Q1 2025
Added 46.65%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
820
shares
|
$84,410
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
804
shares
|
$82,763
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
800
shares
|
$82,352
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
750
shares
|
$77,205
0.01% of portfolio
|
Q2 2025
Reduced 31.19%
|