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 |
|---|---|---|---|---|---|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2026 Q4 2025 |
2,165
shares
|
$238,539
0.1% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
2,122
shares
|
$233,801
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Life Planning Partners, Inc
|
Jan 16, 2026 Q4 2025 |
2,114
shares
|
$232,920
0.19% of portfolio
|
Q4 2025
Reduced 18.57%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
2,104
shares
|
$231,818
0.09% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
2,100
shares
|
$231,378
0.01% of portfolio
|
Q4 2023
Reduced 16.33%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 14, 2026 Q4 2025 |
2,089
shares
|
$230,166
0.09% of portfolio
|
Q4 2025
Reduced 22.72%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,067
shares
|
$227,742
0.06% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
2,062
shares
|
$227,191
0.0% of portfolio
|
Q2 2025
Reduced 15.7%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
2,045
shares
|
$225,318
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,042
shares
|
$224,987
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
2,039
shares
|
$224,657
0.01% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
2,033
shares
|
$223,995
0.0% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
2,024
shares
|
$223,004
0.0% of portfolio
|
Q4 2025
Added 2.48%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
2,020
shares
|
$222,563
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
2,005
shares
|
$220,910
0.0% of portfolio
|
Q3 2025
Added 593.77%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
2,000
shares
|
$220,360
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
2,000
shares
|
$220,360
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,000
shares
|
$220,360
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 14, 2026 Q4 2025 |
1,996
shares
|
$219,919
0.17% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,982
shares
|
$218,376
0.04% of portfolio
|
Q4 2025
Reduced 12.99%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
1,978
shares
|
$217,936
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
1,967
shares
|
$216,724
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
1,965
shares
|
$216,503
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
1,952
shares
|
$215,071
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
1,950
shares
|
$214,851
0.02% of portfolio
|
Q3 2025
New holding
|
|