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 |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
3,724
shares
|
$410,310
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
3,723
shares
|
$410,200
0.01% of portfolio
|
Q3 2025
Reduced 20.91%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
3,718
shares
|
$409,649
0.01% of portfolio
|
Q4 2025
Added 2.88%
|
|
|
Maple Capital Management, Inc.
|
Nov 21, 2025 Q3 2025 |
3,695
shares
|
$407,115
0.03% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,658
shares
|
$403,038
0.06% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
3,630
shares
|
$399,953
0.01% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,629
shares
|
$399,843
0.01% of portfolio
|
Q4 2023
Reduced 8.03%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
3,628
shares
|
$399,733
0.01% of portfolio
|
Q4 2025
Reduced 5.52%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
3,603
shares
|
$396,978
0.19% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
3,585
shares
|
$394,995
0.0% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
3,577
shares
|
$394,113
0.09% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
3,576
shares
|
$394,003
0.01% of portfolio
|
Q3 2025
Reduced 19.84%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
3,573
shares
|
$393,673
0.0% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
3,565
shares
|
$392,791
0.01% of portfolio
|
Q2 2025
Reduced 94.54%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
3,555
shares
|
$391,689
0.02% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
3,546
shares
|
$390,698
0.0% of portfolio
|
Q3 2025
Added 70.07%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
3,530
shares
|
$388,935
0.01% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
3,528
shares
|
$388,715
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
3,518
shares
|
$387,613
0.03% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
3,511
shares
|
$386,841
0.0% of portfolio
|
Q4 2025
Added 226.3%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
3,510
shares
|
$386,731
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
3,498
shares
|
$385,409
0.12% of portfolio
|
Q4 2025
Reduced 8.57%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
3,466
shares
|
$381,883
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
3,435
shares
|
$378,468
0.19% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
3,387
shares
|
$373,179
0.08% of portfolio
|
Q1 2023
Added 0.36%
|
|