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 913 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 |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
7,567
shares
|
$833,732
0.02% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
7,474
shares
|
$823,485
0.02% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
7,448
shares
|
$820,620
0.11% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
7,409
shares
|
$816,323
0.18% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,328
shares
|
$807,399
0.06% of portfolio
|
Q4 2022
Added 0.15%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
7,311
shares
|
$805,525
0.06% of portfolio
|
Q4 2025
Added 310.96%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
7,309
shares
|
$805,305
0.39% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
7,272
shares
|
$801,228
0.01% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
7,254
shares
|
$799,245
0.29% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
7,227
shares
|
$796,270
0.02% of portfolio
|
Q2 2025
Added 46.38%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
7,120
shares
|
$784,481
0.08% of portfolio
|
Q2 2025
Reduced 48.55%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
7,008
shares
|
$772,141
0.12% of portfolio
|
Q3 2025
Added 153.64%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
6,960
shares
|
$766,852
0.55% of portfolio
|
Q3 2025
Reduced 29.17%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
6,890
shares
|
$759,140
0.39% of portfolio
|
Q4 2022
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
6,857
shares
|
$755,504
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
6,756
shares
|
$744,376
0.08% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
Sherman Wealth Management LLC
Gaithersburg, MD |
Jan 13, 2026 Q4 2025 |
6,715
shares
|
$739,858
0.74% of portfolio
|
Q4 2025
Added 2.83%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,703
shares
|
$738,536
0.01% of portfolio
|
Q3 2025
Added 16.37%
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
6,703
shares
|
$738,536
0.15% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
6,636
shares
|
$731,154
0.43% of portfolio
|
Q3 2025
Added 40.68%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
6,626
shares
|
$730,052
0.01% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
6,590
shares
|
$726,086
0.02% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
6,535
shares
|
$720,026
0.17% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
6,457
shares
|
$711,432
0.01% of portfolio
|
Q3 2025
Added 23.32%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 08, 2026 Q4 2025 |
6,432
shares
|
$708,677
0.37% of portfolio
|
Q4 2025
Added 0.47%
|
|