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 916 institutions that hold shares in the stock, with a total of 39.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
4,143
shares
|
$456,475
0.02% of portfolio
|
Q4 2025
Added 5.58%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
4,121
shares
|
$454,051
0.01% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,119
shares
|
$453,831
0.01% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
4,111
shares
|
$452,949
0.09% of portfolio
|
Q3 2025
Reduced 16.29%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
4,100
shares
|
$451,738
0.22% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
4,075
shares
|
$448,983
0.05% of portfolio
|
Q2 2025
Reduced 11.12%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
4,051
shares
|
$446,339
0.06% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
4,014
shares
|
$442,262
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 28, 2025 Q3 2025 |
3,981
shares
|
$438,626
0.41% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
3,973
shares
|
$437,745
0.16% of portfolio
|
Q4 2022
Reduced 0.5%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
3,962
shares
|
$436,533
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
3,939
shares
|
$433,999
0.02% of portfolio
|
Q4 2025
Added 4.34%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,915
shares
|
$431,354
0.06% of portfolio
|
Q1 2023
Reduced 9.0%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
3,914
shares
|
$431,244
0.13% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
3,882
shares
|
$427,718
0.13% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
3,872
shares
|
$426,616
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
3,845
shares
|
$423,642
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,842
shares
|
$423,311
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
3,837
shares
|
$422,760
0.04% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
3,810
shares
|
$419,785
0.0% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
3,806
shares
|
$419,345
0.06% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
3,802
shares
|
$418,904
0.02% of portfolio
|
Q3 2025
Reduced 25.94%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,772
shares
|
$415,598
0.15% of portfolio
|
Q4 2023
Added 1.45%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
3,771
shares
|
$415,488
0.01% of portfolio
|
Q3 2025
Reduced 25.19%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,758
shares
|
$414,056
0.14% of portfolio
|
Q3 2022
Added 0.05%
|
|