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 912 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,342,269
shares
|
$368 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,285,564
shares
|
$362 Million
0.03% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,302,144
shares
|
$143 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,121,202
shares
|
$124 Million
0.02% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
1,102,370
shares
|
$121 Million
11.47% of portfolio
|
Q3 2022
Reduced 2.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
896,296
shares
|
$98.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
849,849
shares
|
$93.6 Million
11.17% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
833,295
shares
|
$91.8 Million
1.19% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
829,674
shares
|
$91.4 Million
1.09% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
713,490
shares
|
$78.6 Million
0.02% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
641,697
shares
|
$70.7 Million
2.54% of portfolio
|
Q1 2023
Added 6.22%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
599,325
shares
|
$66 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
586,651
shares
|
$64.6 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
569,168
shares
|
$62.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
526,799
shares
|
$58 Million
0.08% of portfolio
|
Q3 2025
Reduced 19.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
484,480
shares
|
$53.4 Million
0.01% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
432,301
shares
|
$47.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 98.8%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
412,175
shares
|
$45.4 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
388,201
shares
|
$42.8 Million
0.05% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
380,488
shares
|
$41.9 Million
0.03% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
362,321
shares
|
$39.9 Million
0.86% of portfolio
|
Q3 2025
Added 4702.13%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
342,838
shares
|
$37.8 Million
1.9% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
336,127
shares
|
$37 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
328,958
shares
|
$36.2 Million
1.29% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
325,609
shares
|
$35.9 Million
0.02% of portfolio
|
Q3 2025
Added 4.88%
|
|