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 911 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 |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
16,535
shares
|
$1.82 Million
0.94% of portfolio
|
Q2 2023
Added 1.06%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
15,951
shares
|
$1.76 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
15,859
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
15,775
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.89%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
15,675
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
15,179
shares
|
$1.67 Million
0.35% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
15,112
shares
|
$1.67 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
15,014
shares
|
$1.65 Million
0.47% of portfolio
|
Q3 2025
Reduced 65.65%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
14,967
shares
|
$1.65 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
14,930
shares
|
$1.64 Million
1.19% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
14,703
shares
|
$1.62 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
14,551
shares
|
$1.6 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
14,288
shares
|
$1.57 Million
0.07% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
14,234
shares
|
$1.57 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
14,229
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
14,156
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2022
Reduced 10.6%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Oct 23, 2025 Q3 2025 |
14,150
shares
|
$1.56 Million
0.96% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
13,944
shares
|
$1.54 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
13,759
shares
|
$1.52 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
13,758
shares
|
$1.52 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
13,689
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2023
Added 1.29%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
13,420
shares
|
$1.48 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
13,414
shares
|
$1.48 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
13,327
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
13,188
shares
|
$1.45 Million
0.6% of portfolio
|
Q1 2024
Reduced 19.92%
|
|