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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
51,731
shares
|
$5.7 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
51,400
shares
|
$5.66 Million
0.17% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
49,061
shares
|
$5.41 Million
0.05% of portfolio
|
Q2 2025
Added 709.59%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
48,339
shares
|
$5.33 Million
1.84% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
47,873
shares
|
$5.27 Million
1.47% of portfolio
|
Q3 2025
Added 200.69%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
47,764
shares
|
$5.26 Million
0.16% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
47,151
shares
|
$5.2 Million
0.2% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
47,015
shares
|
$5.18 Million
1.92% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
46,845
shares
|
$5.16 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
45,867
shares
|
$5.05 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
45,700
shares
|
$5.04 Million
0.19% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
45,569
shares
|
$5.02 Million
0.14% of portfolio
|
Q3 2025
Reduced 35.03%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
45,524
shares
|
$5.02 Million
0.1% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
45,368
shares
|
$5 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
45,189
shares
|
$4.98 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
44,069
shares
|
$4.86 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
44,063
shares
|
$4.85 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
43,812
shares
|
$4.83 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
42,617
shares
|
$4.7 Million
0.01% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
42,541
shares
|
$4.69 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
41,434
shares
|
$4.57 Million
1.65% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
40,592
shares
|
$4.47 Million
2.24% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
40,383
shares
|
$4.45 Million
0.51% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
40,065
shares
|
$4.41 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
39,763
shares
|
$4.38 Million
1.62% of portfolio
|
Q3 2025
Added 0.88%
|
|