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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
8,483
shares
|
$934,656
0.02% of portfolio
|
Q3 2025
Reduced 17.95%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
8,399
shares
|
$925,401
0.11% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
8,381
shares
|
$923,418
0.43% of portfolio
|
Q4 2022
Reduced 13.77%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
8,379
shares
|
$923,198
0.4% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
8,303
shares
|
$914,824
0.19% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
8,302
shares
|
$914,714
0.02% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,299
shares
|
$914,383
0.0% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
8,293
shares
|
$913,722
0.18% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
8,286
shares
|
$912,951
0.24% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
8,237
shares
|
$907,552
0.01% of portfolio
|
Q2 2025
Reduced 20.03%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
8,221
shares
|
$905,789
0.06% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
8,204
shares
|
$903,916
0.01% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,179
shares
|
$901,162
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
8,173
shares
|
$900,501
0.03% of portfolio
|
Q4 2025
Added 2.43%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,069
shares
|
$889,042
0.28% of portfolio
|
Q2 2022
Reduced 2.34%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
7,902
shares
|
$870,642
0.06% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
7,900
shares
|
$870,422
0.23% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,885
shares
|
$868,769
0.37% of portfolio
|
Q4 2023
Added 169.39%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
7,873
shares
|
$867,447
0.0% of portfolio
|
Q3 2025
Added 41.96%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,846
shares
|
$864,472
0.0% of portfolio
|
Q3 2025
Reduced 40.34%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
7,845
shares
|
$864,362
0.06% of portfolio
|
Q4 2022
Reduced 39.9%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
7,818
shares
|
$861,387
0.02% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
7,814
shares
|
$860,946
0.1% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
7,590
shares
|
$836,266
0.0% of portfolio
|
Q2 2025
Reduced 16.55%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
7,567
shares
|
$833,732
0.02% of portfolio
|
Q3 2025
Reduced 9.38%
|
|