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 |
|---|---|---|---|---|---|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,410
shares
|
$265,533
0.08% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
2,370
shares
|
$261,126
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,360
shares
|
$260,024
0.02% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
2,352
shares
|
$259,143
0.04% of portfolio
|
Q3 2025
Reduced 33.52%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
2,345
shares
|
$258,372
0.15% of portfolio
|
Q2 2025
Reduced 57.21%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
2,330
shares
|
$256,719
0.01% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
2,319
shares
|
$255,507
0.12% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,305
shares
|
$253,964
0.01% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
2,304
shares
|
$253,854
0.07% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
2,292
shares
|
$252,532
0.02% of portfolio
|
Q2 2024
Reduced 14.48%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
2,289
shares
|
$252,202
0.04% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
2,280
shares
|
$251,210
0.02% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,278
shares
|
$250,990
0.04% of portfolio
|
Q3 2025
Reduced 48.17%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,271
shares
|
$250,218
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,270
shares
|
$250,108
0.03% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
2,257
shares
|
$248,676
0.12% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
2,250
shares
|
$247,905
0.01% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
2,250
shares
|
$247,905
0.17% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,244
shares
|
$247,243
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
2,238
shares
|
$246,582
0.01% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
2,212
shares
|
$243,718
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
2,201
shares
|
$242,506
0.13% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,201
shares
|
$242,506
0.01% of portfolio
|
Q4 2023
Reduced 35.09%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
2,200
shares
|
$242,396
0.04% of portfolio
|
Q2 2024
Reduced 16.03%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
2,164
shares
|
$238,429
0.09% of portfolio
|
Q4 2024
New holding
|
|