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 |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
9,701
shares
|
$1.07 Million
0.38% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
9,581
shares
|
$1.06 Million
0.13% of portfolio
|
Q2 2025
Reduced 15.93%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
9,496
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
9,407
shares
|
$1.04 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
9,363
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
9,344
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
9,338
shares
|
$1.03 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
9,272
shares
|
$1.02 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
9,179
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Reduced 16.9%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
9,133
shares
|
$1.01 Million
0.14% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
9,083
shares
|
$1 Million
0.02% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
9,035
shares
|
$995,476
0.37% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
9,003
shares
|
$991,950
0.02% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
8,917
shares
|
$982,475
0.71% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
8,906
shares
|
$981,263
0.01% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
8,852
shares
|
$975,313
0.12% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,787
shares
|
$968,151
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
8,774
shares
|
$966,719
0.04% of portfolio
|
Q3 2025
Reduced 33.75%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
8,768
shares
|
$966,058
0.01% of portfolio
|
Q3 2025
Added 30.19%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
8,757
shares
|
$964,846
0.09% of portfolio
|
Q2 2025
Reduced 87.77%
|
|
|
Mandatum Life Insurance CO LTD
|
Nov 06, 2025 Q3 2025 |
8,712
shares
|
$959,888
0.24% of portfolio
|
Q2 2022
Reduced 11.1%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
8,687
shares
|
$957,133
0.01% of portfolio
|
Q3 2025
Reduced 65.41%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
8,639
shares
|
$951,845
0.15% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
8,633
shares
|
$951,183
0.52% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
8,567
shares
|
$943,912
0.01% of portfolio
|
Q2 2024
Added 109.0%
|
|