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 |
|---|---|---|---|---|---|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
20,146
shares
|
$2.22 Million
1.44% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
20,081
shares
|
$2.21 Million
1.28% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
20,026
shares
|
$2.21 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
20,024
shares
|
$2.21 Million
0.28% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
19,784
shares
|
$2.18 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,651
shares
|
$2.17 Million
0.13% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
19,608
shares
|
$2.16 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
19,434
shares
|
$2.14 Million
0.3% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
19,316
shares
|
$2.13 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
19,239
shares
|
$2.12 Million
0.6% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
19,168
shares
|
$2.11 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
19,160
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 70.3%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
18,765
shares
|
$2.07 Million
1.46% of portfolio
|
Q4 2022
Added 2.36%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
18,728
shares
|
$2.06 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
18,615
shares
|
$2.05 Million
0.11% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
18,500
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
18,402
shares
|
$2.03 Million
1.54% of portfolio
|
Q3 2024
New holding
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
18,284
shares
|
$2.01 Million
0.23% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,163
shares
|
$2 Million
0.06% of portfolio
|
Q2 2020
Reduced 6.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
18,122
shares
|
$2 Million
0.01% of portfolio
|
Q3 2025
Added 67.89%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
17,924
shares
|
$1.97 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
17,689
shares
|
$1.95 Million
0.02% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
17,390
shares
|
$1.92 Million
1.01% of portfolio
|
Q3 2025
Added 151.59%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
17,150
shares
|
$1.89 Million
0.53% of portfolio
|
Q3 2025
Added 16.29%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
16,818
shares
|
$1.85 Million
1.05% of portfolio
|
Q3 2025
Added 1.48%
|
|