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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
83,634
shares
|
$9.21 Million
0.55% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
83,379
shares
|
$9.19 Million
0.04% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
82,761
shares
|
$9.12 Million
0.77% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
81,474
shares
|
$8.98 Million
0.04% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
80,666
shares
|
$8.89 Million
0.16% of portfolio
|
Q3 2025
Added 728.53%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
79,920
shares
|
$8.81 Million
1.26% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
79,526
shares
|
$8.76 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
79,363
shares
|
$8.74 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
79,243
shares
|
$8.73 Million
2.86% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
78,821
shares
|
$8.68 Million
0.56% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
78,406
shares
|
$8.64 Million
2.08% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
78,111
shares
|
$8.61 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
75,954
shares
|
$8.37 Million
1.75% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
74,957
shares
|
$8.26 Million
0.01% of portfolio
|
Q3 2025
Added 30.77%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
74,490
shares
|
$8.21 Million
0.08% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
73,380
shares
|
$8.09 Million
3.76% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Polianta LTD
|
Oct 16, 2025 Q3 2025 |
72,600
shares
|
$8 Million
3.31% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
72,177
shares
|
$7.95 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
72,116
shares
|
$7.95 Million
0.02% of portfolio
|
Q3 2025
Reduced 30.33%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
72,072
shares
|
$7.94 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
71,557
shares
|
$7.88 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
69,793
shares
|
$7.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
69,768
shares
|
$7.69 Million
0.08% of portfolio
|
Q3 2025
Added 13.64%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
68,239
shares
|
$7.52 Million
0.13% of portfolio
|
Q3 2025
Added 220.93%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
66,804
shares
|
$7.36 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.62%
|
|