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 |
|---|---|---|---|---|---|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
211
shares
|
$23,247
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
200
shares
|
$22,036
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
200
shares
|
$22,036
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
199
shares
|
$21,925
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
198
shares
|
$21,815
0.01% of portfolio
|
Q2 2025
Reduced 16.46%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
193
shares
|
$21,264
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 23, 2026 Q4 2025 |
188
shares
|
$20,713
0.01% of portfolio
|
Q3 2025
Reduced 20.68%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
180
shares
|
$19,832
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
180
shares
|
$19,832
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
175
shares
|
$19,281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
175
shares
|
$19,281
0.01% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
171
shares
|
$18,840
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
167
shares
|
$18,400
0.14% of portfolio
|
Q3 2025
Added 1301.2%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
156
shares
|
$17,188
0.0% of portfolio
|
Q3 2025
Added 36.84%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
150
shares
|
$16,527
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 21, 2026 Q4 2025 |
150
shares
|
$16,527
0.01% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
145
shares
|
$15,976
0.0% of portfolio
|
Q3 2025
Added 141.67%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
144
shares
|
$15,865
0.0% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
139
shares
|
$15,315
0.0% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 21, 2026 Q4 2025 |
128
shares
|
$14,103
0.0% of portfolio
|
Q4 2024
Reduced 51.88%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
125
shares
|
$13,772
0.01% of portfolio
|
Q4 2025
Added 0.81%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
118
shares
|
$13,001
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
114
shares
|
$12,560
0.0% of portfolio
|
Q2 2025
Reduced 46.48%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
113
shares
|
$12,450
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
111
shares
|
$12,229
0.01% of portfolio
|
Q2 2022
Reduced 97.09%
|
|