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 |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
644
shares
|
$70,955
0.01% of portfolio
|
Q1 2025
Reduced 25.46%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
644
shares
|
$70,955
0.0% of portfolio
|
Q4 2023
Reduced 29.81%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
627
shares
|
$69,082
0.01% of portfolio
|
Q2 2024
Reduced 10.3%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
620
shares
|
$68,311
0.0% of portfolio
|
Q4 2025
Added 10.91%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
608
shares
|
$66,989
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
604
shares
|
$66,548
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
595
shares
|
$65,557
0.0% of portfolio
|
Q3 2025
Reduced 90.12%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
582
shares
|
$64,124
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
567
shares
|
$62,472
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
559
shares
|
$61,590
0.0% of portfolio
|
Q3 2024
Added 31.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
551
shares
|
$60,709
0.0% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
550
shares
|
$60,599
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
533
shares
|
$58,725
0.02% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
532
shares
|
$58,615
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
526
shares
|
$57,954
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
504
shares
|
$55,530
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
484
shares
|
$53,327
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
480
shares
|
$52,886
0.0% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
476
shares
|
$52,445
0.01% of portfolio
|
Q3 2025
Added 25.26%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
476
shares
|
$52,445
0.0% of portfolio
|
Q3 2025
Reduced 22.35%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
470
shares
|
$51,784
0.01% of portfolio
|
Q3 2025
Added 370.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
469
shares
|
$51,674
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
450
shares
|
$49,581
0.02% of portfolio
|
Q3 2023
Reduced 29.69%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
450
shares
|
$49,581
0.01% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
436
shares
|
$48,038
0.0% of portfolio
|
Q4 2023
Reduced 13.49%
|
|