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 |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,600
shares
|
$176,288
0.05% of portfolio
|
Q1 2021
Reduced 88.89%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
1,572
shares
|
$173,202
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,556
shares
|
$171,440
0.08% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,547
shares
|
$170,448
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
1,538
shares
|
$169,456
0.08% of portfolio
|
Q1 2025
Reduced 17.44%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
1,533
shares
|
$168,905
0.05% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
1,524
shares
|
$167,914
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
1,493
shares
|
$164,498
0.08% of portfolio
|
Q3 2025
Added 16.37%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,412
shares
|
$155,574
0.0% of portfolio
|
Q3 2025
Reduced 9.55%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,398
shares
|
$154,031
0.0% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
1,334
shares
|
$146,980
0.06% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,323
shares
|
$145,768
0.01% of portfolio
|
Q2 2025
Reduced 22.72%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
1,319
shares
|
$145,327
0.01% of portfolio
|
Q3 2025
Reduced 25.94%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,310
shares
|
$144,335
0.0% of portfolio
|
Q3 2022
Reduced 5.62%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
1,309
shares
|
$144,225
0.04% of portfolio
|
Q3 2025
Reduced 36.79%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,307
shares
|
$144,005
0.03% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,287
shares
|
$141,801
0.13% of portfolio
|
Q4 2024
Reduced 54.78%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,282
shares
|
$141,250
0.07% of portfolio
|
Q2 2025
Reduced 28.06%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
1,271
shares
|
$140,038
0.01% of portfolio
|
Q3 2023
Reduced 46.39%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
1,257
shares
|
$138,496
0.12% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
1,255
shares
|
$138,275
0.1% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,250
shares
|
$137,725
0.01% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
1,241
shares
|
$136,733
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
1,237
shares
|
$136,292
0.01% of portfolio
|
Q3 2025
Reduced 11.45%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
1,237
shares
|
$136,292
0.06% of portfolio
|
Q3 2025
Added 6.27%
|
|