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 |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
60
shares
|
$6,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
56
shares
|
$6,170
0.0% of portfolio
|
Q3 2023
Reduced 86.27%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
54
shares
|
$5,949
0.01% of portfolio
|
Q3 2022
Reduced 9.26%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
53
shares
|
$5,839
0.0% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
53
shares
|
$5,839
0.0% of portfolio
|
Q2 2024
Reduced 93.64%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
52
shares
|
$5,729
0.0% of portfolio
|
Q1 2024
Reduced 59.38%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
52
shares
|
$5,729
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
50
shares
|
$5,509
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
47
shares
|
$5,178
0.0% of portfolio
|
Q3 2025
Reduced 84.44%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
45
shares
|
$4,958
0.0% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
44
shares
|
$4,847
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
43
shares
|
$4,737
0.0% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
43
shares
|
$4,737
0.0% of portfolio
|
Q3 2025
Reduced 44.87%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
38
shares
|
$4,186
0.0% of portfolio
|
Q4 2024
Reduced 83.41%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
36
shares
|
$3,966
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
36
shares
|
$3,966
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
33
shares
|
$3,635
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
33
shares
|
$3,635
0.0% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
26
shares
|
$2,864
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
26
shares
|
$2,864
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
24
shares
|
$2,644
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Nvwm, LLC
|
Jan 20, 2026 Q4 2025 |
24
shares
|
$2,644
0.0% of portfolio
|
Q4 2025
Added 26.32%
|
|
|
Townsend Asset Management Corp
|
Jan 21, 2026 Q4 2025 |
22
shares
|
$2,423
0.0% of portfolio
|
Q2 2025
Reduced 97.61%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
20
shares
|
$2,203
0.0% of portfolio
|
Q4 2024
Reduced 81.13%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
13
shares
|
$1,432
0.0% of portfolio
|
Q1 2024
Reduced 92.07%
|
|