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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
10,686
shares
|
$1.18 Million
0.16% of portfolio
|
Q4 2025
Reduced 5.3%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
10,677
shares
|
$1.18 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
10,663
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2022
Reduced 20.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
10,644
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
10,639
shares
|
$1.17 Million
0.14% of portfolio
|
Q3 2025
Added 70.36%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
10,527
shares
|
$1.16 Million
0.97% of portfolio
|
Q4 2023
Reduced 6.23%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
10,320
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
10,283
shares
|
$1.13 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
10,251
shares
|
$1.13 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
10,175
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
10,130
shares
|
$1.12 Million
0.18% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
10,115
shares
|
$1.11 Million
0.35% of portfolio
|
Q2 2022
Added 0.03%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
10,080
shares
|
$1.11 Million
0.48% of portfolio
|
Q3 2022
Reduced 5.25%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
10,069
shares
|
$1.11 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
10,054
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 65.9%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
10,047
shares
|
$1.11 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,046
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,017
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2023
Reduced 10.35%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
10,002
shares
|
$1.1 Million
0.35% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
9,944
shares
|
$1.1 Million
0.78% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
9,800
shares
|
$1.08 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
9,799
shares
|
$1.08 Million
0.09% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
9,777
shares
|
$1.08 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
9,761
shares
|
$1.08 Million
0.35% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
9,729
shares
|
$1.07 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.39%
|
|