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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,051
shares
|
$556,519
0.03% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
5,043
shares
|
$555,637
0.44% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
5,042
shares
|
$555,527
0.01% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
5,030
shares
|
$554,205
0.03% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
5,014
shares
|
$552,442
0.24% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,950
shares
|
$545,391
0.01% of portfolio
|
Q3 2022
Reduced 0.94%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
4,943
shares
|
$544,619
0.19% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
4,934
shares
|
$543,628
0.01% of portfolio
|
Q3 2025
Added 67.54%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
4,896
shares
|
$539,441
0.03% of portfolio
|
Q2 2025
Reduced 42.99%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
4,878
shares
|
$537,458
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
4,874
shares
|
$537,017
0.02% of portfolio
|
Q3 2025
Reduced 84.07%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
4,867
shares
|
$536,246
0.18% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
4,845
shares
|
$533,822
0.05% of portfolio
|
Q2 2023
Added 0.31%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
4,834
shares
|
$532,610
0.17% of portfolio
|
Q3 2025
Reduced 44.08%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
4,774
shares
|
$525,999
0.17% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
4,771
shares
|
$525,668
0.16% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
4,728
shares
|
$520,931
0.1% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
4,712
shares
|
$519,168
0.01% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
4,700
shares
|
$517,846
0.09% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
4,641
shares
|
$511,345
0.11% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
4,624
shares
|
$509,472
0.04% of portfolio
|
Q3 2025
Reduced 17.69%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
4,622
shares
|
$509,251
0.03% of portfolio
|
Q3 2025
Reduced 22.41%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
4,608
shares
|
$507,709
0.32% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
4,589
shares
|
$505,616
0.07% of portfolio
|
Q4 2025
Added 2.92%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
4,585
shares
|
$505,175
0.01% of portfolio
|
Q3 2025
Reduced 1.38%
|
|