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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
6,347
shares
|
$699,312
0.01% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
6,342
shares
|
$698,761
0.01% of portfolio
|
Q3 2025
Reduced 11.7%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,331
shares
|
$697,549
0.07% of portfolio
|
Q2 2023
Reduced 11.42%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
6,319
shares
|
$696,227
0.01% of portfolio
|
Q3 2025
Reduced 30.35%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
6,313
shares
|
$695,566
0.1% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
6,271
shares
|
$690,938
0.17% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
6,270
shares
|
$690,828
0.03% of portfolio
|
Q1 2024
Reduced 7.34%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
6,257
shares
|
$689,396
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
6,246
shares
|
$688,184
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
6,243
shares
|
$687,853
0.3% of portfolio
|
Q3 2025
Reduced 11.21%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
6,226
shares
|
$685,980
0.03% of portfolio
|
Q3 2025
Reduced 14.2%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6,208
shares
|
$683,997
0.08% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
6,201
shares
|
$683,226
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
6,118
shares
|
$674,081
0.2% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
6,114
shares
|
$673,640
0.06% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
6,102
shares
|
$672,318
0.07% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
6,086
shares
|
$670,555
0.05% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
6,037
shares
|
$665,156
0.02% of portfolio
|
Q2 2024
Added 12.84%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
6,000
shares
|
$661,080
0.09% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,990
shares
|
$659,978
0.08% of portfolio
|
Q2 2023
Reduced 3.6%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
5,970
shares
|
$657,774
0.4% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
5,916
shares
|
$651,824
0.01% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,878
shares
|
$647,638
0.01% of portfolio
|
Q2 2022
Added 1.73%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
5,866
shares
|
$646,315
0.05% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,855
shares
|
$645,103
0.07% of portfolio
|
Q4 2024
Added 6.05%
|
|