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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
106
shares
|
$11,679
0.0% of portfolio
|
Q4 2023
Added 0.95%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
105
shares
|
$11,568
0.0% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
100
shares
|
$11,018
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
100
shares
|
$11,018
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
100
shares
|
$11,018
0.0% of portfolio
|
Q3 2022
Reduced 51.92%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
100
shares
|
$11,018
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
100
shares
|
$11,018
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
94
shares
|
$10,356
0.0% of portfolio
|
Q3 2024
Reduced 64.12%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
90
shares
|
$9,916
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
88
shares
|
$9,695
0.0% of portfolio
|
Q4 2024
Reduced 51.91%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
88
shares
|
$9,695
0.0% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
86
shares
|
$9,475
0.0% of portfolio
|
Q1 2024
Reduced 15.69%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
84
shares
|
$9,255
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
81
shares
|
$8,924
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
75
shares
|
$8,263
0.0% of portfolio
|
Q3 2025
Reduced 82.56%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
67
shares
|
$7,382
0.0% of portfolio
|
Q3 2025
Reduced 33.0%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
66
shares
|
$7,271
0.0% of portfolio
|
Q3 2024
Reduced 48.84%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
62
shares
|
$6,831
0.02% of portfolio
|
Q3 2025
Reduced 97.01%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
61
shares
|
$6,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
61
shares
|
$6,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
60
shares
|
$6,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
56
shares
|
$6,170
0.0% of portfolio
|
Q3 2023
Reduced 86.27%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
54
shares
|
$5,949
0.01% of portfolio
|
Q3 2022
Reduced 9.26%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
53
shares
|
$5,839
0.0% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
53
shares
|
$5,839
0.0% of portfolio
|
Q2 2024
Reduced 93.64%
|
|