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 |
|---|---|---|---|---|---|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
51,235
shares
|
$5.27 Million
2.57% of portfolio
|
Q1 2025
Added 96.42%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
51,045
shares
|
$5.25 Million
2.73% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
50,971
shares
|
$5.25 Million
0.54% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
49,718
shares
|
$5.12 Million
0.16% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
49,484
shares
|
$5.09 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
47,764
shares
|
$4.92 Million
0.16% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
46,707
shares
|
$4.81 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
46,432
shares
|
$4.78 Million
1.97% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
45,919
shares
|
$4.73 Million
0.49% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
45,700
shares
|
$4.7 Million
0.19% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
45,536
shares
|
$4.69 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
45,417
shares
|
$4.68 Million
0.19% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
45,200
shares
|
$4.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 88.71%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
45,141
shares
|
$4.65 Million
0.11% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
45,035
shares
|
$4.64 Million
0.09% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
44,190
shares
|
$4.55 Million
0.35% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
43,940
shares
|
$4.52 Million
0.41% of portfolio
|
Q4 2023
Added 15.81%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
43,580
shares
|
$4.49 Million
0.62% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
43,358
shares
|
$4.46 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
43,290
shares
|
$4.46 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
43,141
shares
|
$4.44 Million
0.52% of portfolio
|
Q2 2025
Reduced 24.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
42,208
shares
|
$4.34 Million
0.0% of portfolio
|
Q1 2025
Added 483.31%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
41,996
shares
|
$4.32 Million
0.45% of portfolio
|
Q1 2025
Reduced 59.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
41,455
shares
|
$4.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.71%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
40,958
shares
|
$4.22 Million
1.6% of portfolio
|
Q1 2025
Added 9.72%
|