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 |
|---|---|---|---|---|---|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
33,143
shares
|
$3.65 Million
0.7% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2026 Q4 2025 |
32,849
shares
|
$3.62 Million
1.18% of portfolio
|
Q4 2025
Reduced 1.59%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
32,355
shares
|
$3.56 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
32,313
shares
|
$3.56 Million
0.44% of portfolio
|
Q3 2025
Reduced 9.13%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
31,934
shares
|
$3.52 Million
3.49% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
31,720
shares
|
$3.49 Million
0.02% of portfolio
|
Q3 2025
Added 105.04%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 22, 2026 Q4 2025 |
31,534
shares
|
$3.47 Million
1.49% of portfolio
|
Q4 2025
Added 3.15%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
31,458
shares
|
$3.47 Million
1.5% of portfolio
|
Q3 2025
New holding
|
|
|
Royce & Associates LP
|
Nov 12, 2025 Q3 2025 |
30,702
shares
|
$3.38 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
30,678
shares
|
$3.38 Million
0.0% of portfolio
|
Q3 2025
Added 43.46%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
30,028
shares
|
$3.31 Million
2.28% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
29,881
shares
|
$3.29 Million
1.15% of portfolio
|
Q1 2023
Reduced 0.44%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 14, 2026 Q4 2025 |
29,817
shares
|
$3.29 Million
1.31% of portfolio
|
Q4 2025
Reduced 1.61%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
28,607
shares
|
$3.15 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
28,563
shares
|
$3.15 Million
0.08% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
Neumann Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
28,154
shares
|
$3.1 Million
0.92% of portfolio
|
Q4 2025
Added 2.56%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 07, 2026 Q4 2025 |
27,467
shares
|
$3.03 Million
1.9% of portfolio
|
Q4 2025
Added 17.6%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
27,256
shares
|
$3 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
26,726
shares
|
$2.94 Million
0.31% of portfolio
|
Q4 2025
Reduced 3.45%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
26,676
shares
|
$2.94 Million
0.02% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
26,392
shares
|
$2.91 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
26,161
shares
|
$2.88 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
26,149
shares
|
$2.88 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
26,118
shares
|
$2.88 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
26,076
shares
|
$2.87 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.22%
|
|