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 |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
114
shares
|
$11,735
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
111
shares
|
$11,426
0.01% of portfolio
|
Q2 2022
Reduced 97.09%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
110
shares
|
$11,323
0.0% of portfolio
|
Q3 2024
Reduced 52.17%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
110
shares
|
$11,323
0.0% of portfolio
|
Q1 2024
Reduced 60.29%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
110
shares
|
$11,323
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
106
shares
|
$10,911
0.0% of portfolio
|
Q4 2023
Added 0.95%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
105
shares
|
$10,808
0.0% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
105
shares
|
$10,808
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
100
shares
|
$10,294
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
100
shares
|
$10,294
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
100
shares
|
$10,294
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
100
shares
|
$10,294
0.0% of portfolio
|
Q3 2022
Reduced 51.92%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
94
shares
|
$9,676
0.0% of portfolio
|
Q3 2024
Reduced 64.12%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
90
shares
|
$9,264
0.0% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
90
shares
|
$9,264
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
90
shares
|
$9,264
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
88
shares
|
$9,058
0.0% of portfolio
|
Q4 2024
Reduced 51.91%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
87
shares
|
$8,955
0.01% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
86
shares
|
$8,852
0.0% of portfolio
|
Q1 2024
Reduced 15.69%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
82
shares
|
$8,441
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
81
shares
|
$8,338
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
78
shares
|
$8,029
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
78
shares
|
$8,029
0.0% of portfolio
|
Q2 2025
Reduced 83.54%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
66
shares
|
$6,794
0.0% of portfolio
|
Q3 2024
Reduced 48.84%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
66
shares
|
$6,794
0.0% of portfolio
|
Q4 2024
Added 1.54%
|