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 |
|---|---|---|---|---|---|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
66,762
shares
|
$7.36 Million
1.94% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
64,316
shares
|
$7.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Jan 23, 2026 Q4 2025 |
62,800
shares
|
$6.92 Million
5.27% of portfolio
|
Q4 2025
Added 3.55%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
62,535
shares
|
$6.89 Million
0.84% of portfolio
|
Q4 2025
Added 1.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
62,035
shares
|
$6.84 Million
0.08% of portfolio
|
Q4 2025
Added 15.48%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
61,997
shares
|
$6.83 Million
0.17% of portfolio
|
Q4 2025
Reduced 3.54%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
61,780
shares
|
$6.81 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
60,930
shares
|
$6.71 Million
0.32% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
57,781
shares
|
$6.37 Million
0.08% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
57,649
shares
|
$6.35 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
57,093
shares
|
$6.29 Million
2.03% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
56,448
shares
|
$6.22 Million
0.24% of portfolio
|
Q4 2025
Added 3.58%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
56,330
shares
|
$6.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
55,171
shares
|
$6.08 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Nov 05, 2025 Q3 2025 |
54,986
shares
|
$6.06 Million
2.84% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
54,892
shares
|
$6.05 Million
0.71% of portfolio
|
Q2 2024
Reduced 51.38%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
54,734
shares
|
$6.03 Million
1.06% of portfolio
|
Q4 2025
Reduced 3.83%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
54,670
shares
|
$6.02 Million
2.09% of portfolio
|
Q4 2025
Added 5.59%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
52,961
shares
|
$5.84 Million
0.85% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
52,779
shares
|
$5.82 Million
0.59% of portfolio
|
Q3 2025
Added 12.8%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
52,759
shares
|
$5.81 Million
0.64% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
52,385
shares
|
$5.77 Million
0.59% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
52,195
shares
|
$5.75 Million
3.11% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
52,140
shares
|
$5.74 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
51,947
shares
|
$5.72 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.5%
|
|