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 |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,058
shares
|
$336,930
0.11% of portfolio
|
Q4 2025
Reduced 0.03%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
3,032
shares
|
$334,065
0.02% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
3,020
shares
|
$332,743
0.0% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
3,017
shares
|
$332,413
0.02% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
3,016
shares
|
$332,302
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,013
shares
|
$331,972
0.05% of portfolio
|
Q3 2025
Reduced 38.16%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
3,012
shares
|
$331,862
0.35% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,006
shares
|
$331,201
0.0% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
2,947
shares
|
$324,700
0.02% of portfolio
|
Q4 2025
Added 6.93%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
2,944
shares
|
$324,369
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
2,944
shares
|
$324,369
0.01% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Jan 14, 2026 Q4 2025 |
2,925
shares
|
$322,276
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 21, 2026 Q4 2025 |
2,920
shares
|
$321,725
0.01% of portfolio
|
Q3 2025
Reduced 16.71%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
2,917
shares
|
$321,395
0.24% of portfolio
|
Q4 2025
Reduced 2.99%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
2,874
shares
|
$316,657
0.01% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,872
shares
|
$316,436
0.03% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
2,870
shares
|
$316,216
0.02% of portfolio
|
Q4 2025
Reduced 2.05%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
2,857
shares
|
$314,784
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
2,820
shares
|
$310,707
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,802
shares
|
$308,724
0.02% of portfolio
|
Q3 2025
Reduced 44.0%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
2,788
shares
|
$307,181
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,755
shares
|
$303,545
0.04% of portfolio
|
Q4 2021
Reduced 3.33%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
2,724
shares
|
$300,130
0.01% of portfolio
|
Q3 2025
Reduced 17.8%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 21, 2026 Q4 2025 |
2,710
shares
|
$298,587
0.11% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
2,708
shares
|
$298,367
0.06% of portfolio
|
Q4 2025
Added 3.83%
|
|