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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
13,144
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
First Hawaiian Bank
|
Jan 05, 2026 Q4 2025 |
13,042
shares
|
$1.44 Million
0.2% of portfolio
|
Q4 2025
Reduced 12.33%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
12,950
shares
|
$1.43 Million
0.36% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
12,747
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 71.65%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
12,672
shares
|
$1.4 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
12,650
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
12,498
shares
|
$1.38 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
12,256
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2025
Reduced 82.74%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
12,199
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
12,187
shares
|
$1.34 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.25%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,090
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2023
Reduced 80.94%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
12,078
shares
|
$1.33 Million
0.33% of portfolio
|
Q3 2025
Reduced 30.82%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
12,051
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
12,009
shares
|
$1.32 Million
0.38% of portfolio
|
Q3 2025
Reduced 73.78%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
12,004
shares
|
$1.32 Million
0.48% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
11,850
shares
|
$1.31 Million
0.46% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
11,794
shares
|
$1.3 Million
0.1% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
11,638
shares
|
$1.28 Million
0.32% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
11,604
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.83%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
11,284
shares
|
$1.24 Million
0.18% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
11,257
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
11,058
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
11,046
shares
|
$1.22 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
10,884
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,847
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|