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 |
|---|---|---|---|---|---|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
3,012
shares
|
$331,862
0.35% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
3,007
shares
|
$331,311
0.27% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,006
shares
|
$331,201
0.0% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
2,944
shares
|
$324,369
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,943
shares
|
$324,259
0.01% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
2,933
shares
|
$323,157
0.24% of portfolio
|
Q3 2025
Reduced 84.69%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,930
shares
|
$322,827
0.02% of portfolio
|
Q3 2025
Reduced 47.87%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
2,925
shares
|
$322,276
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
2,920
shares
|
$321,725
0.01% of portfolio
|
Q3 2025
Reduced 16.71%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
2,874
shares
|
$316,657
0.01% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,872
shares
|
$316,436
0.03% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
2,857
shares
|
$314,784
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
2,820
shares
|
$310,707
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Curated Wealth Partners LLC
|
Oct 09, 2025 Q3 2025 |
2,819
shares
|
$310,597
0.04% of portfolio
|
Q1 2025
Reduced 14.6%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,802
shares
|
$308,724
0.02% of portfolio
|
Q3 2025
Reduced 44.0%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
2,788
shares
|
$307,181
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,756
shares
|
$303,656
0.02% of portfolio
|
Q3 2025
Reduced 8.77%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,755
shares
|
$303,545
0.04% of portfolio
|
Q4 2021
Reduced 3.33%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
2,724
shares
|
$300,130
0.01% of portfolio
|
Q3 2025
Reduced 17.8%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
2,712
shares
|
$298,808
0.03% of portfolio
|
Q3 2025
Added 125.44%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
2,705
shares
|
$298,036
0.11% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
2,703
shares
|
$297,816
0.12% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
2,702
shares
|
$297,706
0.02% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
2,697
shares
|
$297,155
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
2,679
shares
|
$295,172
0.02% of portfolio
|
Q3 2025
Added 2.49%
|
|