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 911 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 |
|---|---|---|---|---|---|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,930
shares
|
$212,647
0.01% of portfolio
|
Q3 2025
Reduced 21.32%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
1,924
shares
|
$211,986
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
1,920
shares
|
$211,545
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,911
shares
|
$210,553
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,906
shares
|
$210,003
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
1,899
shares
|
$209,231
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
1,889
shares
|
$208,130
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
1,876
shares
|
$206,697
0.07% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
1,865
shares
|
$205,485
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,864
shares
|
$205,375
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,856
shares
|
$204,494
0.01% of portfolio
|
Q4 2024
Added 20.75%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
1,849
shares
|
$203,722
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
1,836
shares
|
$202,290
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
1,833
shares
|
$201,959
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,832
shares
|
$201,849
0.01% of portfolio
|
Q3 2025
Added 1287.88%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
1,830
shares
|
$201,629
0.0% of portfolio
|
Q4 2025
Reduced 2.61%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
1,827
shares
|
$201,298
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
1,822
shares
|
$200,747
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,820
shares
|
$200,527
0.04% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1,797
shares
|
$197,993
0.02% of portfolio
|
Q2 2025
Reduced 32.67%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
1,789
shares
|
$197,112
0.12% of portfolio
|
Q3 2025
Reduced 46.18%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,721
shares
|
$189,619
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
1,660
shares
|
$182,898
0.02% of portfolio
|
Q3 2023
Reduced 55.56%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,643
shares
|
$181,025
0.01% of portfolio
|
Q3 2025
Added 116.18%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,621
shares
|
$178,601
0.04% of portfolio
|
Q1 2021
Reduced 2.0%
|
|