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 |
|---|---|---|---|---|---|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
61
shares
|
$6,279
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
61
shares
|
$6,279
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
60
shares
|
$6,176
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
60
shares
|
$6,176
0.0% of portfolio
|
Q2 2022
Reduced 29.41%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
56
shares
|
$5,764
0.0% of portfolio
|
Q3 2023
Reduced 86.27%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
54
shares
|
$5,558
0.01% of portfolio
|
Q3 2022
Reduced 9.26%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
53
shares
|
$5,455
0.0% of portfolio
|
Q2 2024
Reduced 93.64%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
53
shares
|
$5,455
0.0% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
52
shares
|
$5,352
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
52
shares
|
$5,352
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
52
shares
|
$5,352
0.0% of portfolio
|
Q1 2024
Reduced 59.38%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
50
shares
|
$5,147
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
44
shares
|
$4,529
0.0% of portfolio
|
Q2 2025
Reduced 63.93%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
44
shares
|
$4,529
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
42
shares
|
$4,323
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
38
shares
|
$3,911
0.0% of portfolio
|
Q4 2024
Reduced 83.41%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
36
shares
|
$3,705
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
33
shares
|
$3,397
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
33
shares
|
$3,397
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
32
shares
|
$3,294
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
31
shares
|
$3,191
0.0% of portfolio
|
Q3 2022
Added 61200.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
26
shares
|
$2,676
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
26
shares
|
$2,676
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
24
shares
|
$2,470
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
22
shares
|
$2,264
0.0% of portfolio
|
Q2 2025
Reduced 97.61%
|