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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,206
shares
|
$132,877
0.0% of portfolio
|
Q3 2025
Reduced 35.71%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,198
shares
|
$131,995
0.0% of portfolio
|
Q2 2023
Reduced 10.33%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
1,173
shares
|
$129,241
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,151
shares
|
$126,817
0.0% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,140
shares
|
$125,605
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
1,090
shares
|
$120,096
0.0% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,076
shares
|
$118,553
0.0% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,046
shares
|
$115,248
0.0% of portfolio
|
Q3 2025
Added 85.79%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
984
shares
|
$108,417
0.05% of portfolio
|
Q4 2021
Reduced 2.96%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
972
shares
|
$107,094
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
969
shares
|
$106,764
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
923
shares
|
$101,696
0.02% of portfolio
|
Q2 2025
Reduced 15.78%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
862
shares
|
$94,975
0.0% of portfolio
|
Q3 2025
Reduced 25.37%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
845
shares
|
$93,102
0.01% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
820
shares
|
$90,347
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
804
shares
|
$88,584
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
800
shares
|
$88,144
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
780
shares
|
$85,940
0.02% of portfolio
|
Q3 2025
Reduced 23.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
750
shares
|
$82,635
0.01% of portfolio
|
Q2 2025
Reduced 31.19%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
694
shares
|
$76,464
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
692
shares
|
$76,244
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
691
shares
|
$76,134
0.01% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
669
shares
|
$73,710
0.01% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
668
shares
|
$73,600
0.0% of portfolio
|
Q3 2023
Reduced 30.85%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
659
shares
|
$72,608
0.0% of portfolio
|
Q1 2023
Reduced 14.3%
|
|