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 |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
213
shares
|
$21,926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
208
shares
|
$21,411
0.0% of portfolio
|
Q1 2025
Reduced 51.74%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
202
shares
|
$20,793
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
200
shares
|
$20,588
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
200
shares
|
$20,588
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
200
shares
|
$20,588
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
199
shares
|
$20,485
0.0% of portfolio
|
Q2 2025
Added 36.3%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
193
shares
|
$19,867
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
191
shares
|
$19,661
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
180
shares
|
$18,529
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
175
shares
|
$18,014
0.01% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
175
shares
|
$18,014
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
171
shares
|
$17,602
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
168
shares
|
$17,293
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
150
shares
|
$15,441
0.01% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
150
shares
|
$15,441
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
150
shares
|
$15,441
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
146
shares
|
$15,029
0.0% of portfolio
|
Q1 2025
Reduced 81.54%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
144
shares
|
$14,823
0.01% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
139
shares
|
$14,308
0.0% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
132
shares
|
$13,588
0.0% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
128
shares
|
$13,176
0.0% of portfolio
|
Q4 2024
Reduced 51.88%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
120
shares
|
$12,352
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
118
shares
|
$12,146
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
115
shares
|
$11,838
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|