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 |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
88,622
shares
|
$9.12 Million
1.47% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
87,848
shares
|
$9.04 Million
0.04% of portfolio
|
Q1 2025
Reduced 32.09%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
85,580
shares
|
$8.81 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
84,784
shares
|
$8.73 Million
0.56% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
84,378
shares
|
$8.69 Million
2.4% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
83,379
shares
|
$8.58 Million
0.04% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
82,275
shares
|
$8.47 Million
0.8% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
81,663
shares
|
$8.41 Million
0.66% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
80,080
shares
|
$8.24 Million
2.93% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
79,920
shares
|
$8.23 Million
1.26% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
79,329
shares
|
$8.17 Million
0.16% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
79,045
shares
|
$8.14 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
78,215
shares
|
$8.05 Million
4.1% of portfolio
|
Q1 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
77,392
shares
|
$7.97 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
77,363
shares
|
$7.96 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
76,955
shares
|
$7.92 Million
3.74% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
73,242
shares
|
$7.54 Million
1.61% of portfolio
|
Q1 2025
Reduced 57.7%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
73,160
shares
|
$7.53 Million
0.94% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
72,440
shares
|
$7.46 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
71,613
shares
|
$7.37 Million
0.7% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
67,950
shares
|
$6.99 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
67,754
shares
|
$6.97 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
67,658
shares
|
$6.96 Million
2.55% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
65,290
shares
|
$6.72 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
65,034
shares
|
$6.69 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.63%
|