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 |
|---|---|---|---|---|---|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
1,255
shares
|
$138,275
0.1% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,250
shares
|
$137,725
0.01% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
1,241
shares
|
$136,733
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
1,237
shares
|
$136,292
0.06% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
1,237
shares
|
$136,292
0.01% of portfolio
|
Q3 2025
Reduced 11.45%
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
1,217
shares
|
$134,089
0.02% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,198
shares
|
$131,995
0.0% of portfolio
|
Q2 2023
Reduced 10.33%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
1,173
shares
|
$129,241
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,151
shares
|
$126,817
0.0% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,140
shares
|
$125,605
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
1,059
shares
|
$116,680
0.05% of portfolio
|
Q4 2025
Reduced 54.33%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,046
shares
|
$115,248
0.0% of portfolio
|
Q3 2025
Added 85.79%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 12, 2026 Q4 2025 |
984
shares
|
$108,417
0.05% of portfolio
|
Q4 2021
Reduced 2.96%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
972
shares
|
$107,094
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
969
shares
|
$106,764
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
939
shares
|
$103,459
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
923
shares
|
$101,696
0.02% of portfolio
|
Q2 2025
Reduced 15.78%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
862
shares
|
$94,975
0.0% of portfolio
|
Q3 2025
Reduced 25.37%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
845
shares
|
$93,102
0.01% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
829
shares
|
$91,339
0.02% of portfolio
|
Q4 2025
Added 28.73%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
820
shares
|
$90,347
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
804
shares
|
$88,584
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
800
shares
|
$88,144
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
797
shares
|
$87,813
0.01% of portfolio
|
Q4 2025
Added 15.34%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
780
shares
|
$85,940
0.02% of portfolio
|
Q3 2025
Reduced 23.0%
|
|