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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
52
shares
|
$5,729
0.0% of portfolio
|
Q1 2024
Reduced 59.38%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
52
shares
|
$5,729
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
50
shares
|
$5,509
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
47
shares
|
$5,178
0.0% of portfolio
|
Q3 2025
Reduced 84.44%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
45
shares
|
$4,958
0.0% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
44
shares
|
$4,847
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
43
shares
|
$4,737
0.0% of portfolio
|
Q3 2025
Reduced 44.87%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
43
shares
|
$4,737
0.0% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
38
shares
|
$4,186
0.0% of portfolio
|
Q4 2024
Reduced 83.41%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
36
shares
|
$3,966
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
36
shares
|
$3,966
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
33
shares
|
$3,635
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
33
shares
|
$3,635
0.0% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
33
shares
|
$3,635
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
26
shares
|
$2,864
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
26
shares
|
$2,864
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
24
shares
|
$2,644
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
22
shares
|
$2,423
0.0% of portfolio
|
Q2 2025
Reduced 97.61%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
20
shares
|
$2,203
0.0% of portfolio
|
Q4 2024
Reduced 81.13%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
19
shares
|
$2,093
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
13
shares
|
$1,432
0.0% of portfolio
|
Q1 2024
Reduced 92.07%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
10
shares
|
$1,101
0.0% of portfolio
|
Q3 2025
Reduced 98.62%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
5
shares
|
$550
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
4
shares
|
$440
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2
shares
|
$220
0.0% of portfolio
|
Q4 2022
New holding
|
|