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 |
|---|---|---|---|---|---|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
5,842
shares
|
$643,671
0.15% of portfolio
|
Q3 2025
Added 55.41%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
5,788
shares
|
$637,721
0.16% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
5,781
shares
|
$636,950
0.06% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,724
shares
|
$630,670
0.06% of portfolio
|
Q3 2025
Added 773.89%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
5,672
shares
|
$624,940
0.01% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
5,617
shares
|
$618,881
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
5,596
shares
|
$616,567
0.05% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
5,595
shares
|
$616,457
0.12% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
5,570
shares
|
$613,702
0.2% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
5,520
shares
|
$608,193
0.35% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,475
shares
|
$603,235
0.01% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
5,447
shares
|
$600,150
0.41% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
5,397
shares
|
$594,641
0.04% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
5,387
shares
|
$593,539
0.04% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
5,346
shares
|
$589,022
0.12% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
5,342
shares
|
$588,581
0.1% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
5,340
shares
|
$588,361
0.27% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
5,329
shares
|
$587,149
0.38% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
5,275
shares
|
$581,199
0.1% of portfolio
|
Q3 2025
Reduced 13.78%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,271
shares
|
$580,758
0.02% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
5,266
shares
|
$580,207
0.07% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
5,240
shares
|
$577,343
0.02% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,224
shares
|
$575,580
0.01% of portfolio
|
Q3 2025
Reduced 14.89%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
5,164
shares
|
$568,969
0.25% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,139
shares
|
$566,215
0.01% of portfolio
|
Q1 2024
Reduced 0.27%
|
|