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 |
|---|---|---|---|---|---|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
300
shares
|
$33,054
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
293
shares
|
$32,282
0.0% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
288
shares
|
$31,731
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
288
shares
|
$31,731
0.0% of portfolio
|
Q2 2025
Reduced 86.81%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
282
shares
|
$31,070
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
267
shares
|
$29,418
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
265
shares
|
$29,197
0.0% of portfolio
|
Q3 2025
Added 409.62%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
258
shares
|
$28,426
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
254
shares
|
$27,985
0.0% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
252
shares
|
$27,765
0.02% of portfolio
|
Q2 2025
Reduced 37.62%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
250
shares
|
$27,545
0.0% of portfolio
|
Q3 2025
Reduced 73.82%
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
250
shares
|
$27,545
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
248
shares
|
$27,324
0.01% of portfolio
|
Q3 2025
Reduced 16.5%
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
244
shares
|
$26,883
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
238
shares
|
$26,222
0.0% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
234
shares
|
$25,782
0.0% of portfolio
|
Q3 2025
Reduced 26.65%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
227
shares
|
$25,010
0.0% of portfolio
|
Q1 2023
Reduced 42.53%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
225
shares
|
$24,790
0.0% of portfolio
|
Q1 2024
Reduced 42.31%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
224
shares
|
$24,680
0.02% of portfolio
|
Q1 2024
Reduced 76.62%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
216
shares
|
$23,798
0.0% of portfolio
|
Q1 2022
Added 11.34%
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
216
shares
|
$23,798
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
211
shares
|
$23,247
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
200
shares
|
$22,036
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
200
shares
|
$22,036
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
199
shares
|
$21,925
0.01% of portfolio
|
Q3 2025
New holding
|
|