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 |
|---|---|---|---|---|---|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
436
shares
|
$48,038
0.0% of portfolio
|
Q4 2023
Reduced 13.49%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
430
shares
|
$47,377
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
415
shares
|
$45,724
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
400
shares
|
$44,072
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
394
shares
|
$43,410
0.0% of portfolio
|
Q1 2024
Reduced 55.83%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
388
shares
|
$42,749
0.03% of portfolio
|
Q1 2025
Added 28.48%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
377
shares
|
$41,537
0.0% of portfolio
|
Q3 2025
Reduced 92.52%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
370
shares
|
$40,766
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
368
shares
|
$40,546
0.0% of portfolio
|
Q3 2025
Added 84.92%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
367
shares
|
$40,436
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
366
shares
|
$40,325
0.0% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
352
shares
|
$38,783
0.0% of portfolio
|
Q3 2025
Reduced 91.66%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
351
shares
|
$38,673
0.01% of portfolio
|
Q3 2025
Reduced 20.95%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
350
shares
|
$38,563
0.01% of portfolio
|
Q1 2025
Reduced 51.99%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
333
shares
|
$36,689
0.0% of portfolio
|
Q2 2025
Added 49.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
332
shares
|
$36,579
0.01% of portfolio
|
Q1 2024
Reduced 60.48%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
330
shares
|
$36,359
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
320
shares
|
$35,257
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
318
shares
|
$35,037
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
317
shares
|
$34,927
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
317
shares
|
$34,927
0.01% of portfolio
|
Q2 2023
Added 17.41%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
310
shares
|
$34,155
0.0% of portfolio
|
Q3 2022
Added 47.62%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
305
shares
|
$33,604
0.0% of portfolio
|
Q4 2019
Reduced 54.1%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
303
shares
|
$33,384
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
300
shares
|
$33,054
0.01% of portfolio
|
Q2 2024
Reduced 20.0%
|
|