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 901 institutions that hold shares in the stock, with a total of 42.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
25,989
shares
|
$2.39 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
25,611
shares
|
$2.35 Million
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
25,522
shares
|
$2.34 Million
0.06% of portfolio
|
Q3 2022
Reduced 95.47%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
25,470
shares
|
$2.34 Million
0.86% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
25,398
shares
|
$2.33 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
25,246
shares
|
$2.32 Million
0.07% of portfolio
|
Q1 2025
Added 32.3%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
25,141
shares
|
$2.31 Million
0.13% of portfolio
|
Q3 2022
Reduced 0.62%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
24,746
shares
|
$2.27 Million
0.75% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
24,746
shares
|
$2.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
24,537
shares
|
$2.25 Million
0.18% of portfolio
|
Q3 2023
Reduced 57.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
24,536
shares
|
$2.25 Million
0.02% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
23,975
shares
|
$2.2 Million
0.05% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
23,650
shares
|
$2.17 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
23,600
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2025
Added 136.0%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
23,590
shares
|
$2.17 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
23,096
shares
|
$2.12 Million
0.04% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
22,970
shares
|
$2.11 Million
0.82% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
22,957
shares
|
$2.11 Million
0.79% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
22,818
shares
|
$2.1 Million
0.32% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
22,795
shares
|
$2.09 Million
0.41% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
22,000
shares
|
$2.02 Million
0.51% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
21,904
shares
|
$2.01 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
21,850
shares
|
$2.01 Million
0.57% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
21,701
shares
|
$1.99 Million
0.07% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
21,635
shares
|
$1.99 Million
0.08% of portfolio
|
Q1 2025
Added 6.26%
|