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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
39,238
shares
|
$4.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.33%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
39,078
shares
|
$4.31 Million
0.65% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
38,843
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
38,685
shares
|
$4.26 Million
0.39% of portfolio
|
Q3 2025
Reduced 10.79%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
38,530
shares
|
$4.25 Million
0.36% of portfolio
|
Q3 2025
Reduced 12.31%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Nov 10, 2025 Q3 2025 |
38,000
shares
|
$4.19 Million
0.76% of portfolio
|
Q3 2025
Added 22.58%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
37,866
shares
|
$4.17 Million
0.11% of portfolio
|
Q3 2025
Added 28.96%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
37,658
shares
|
$4.15 Million
3.04% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
37,631
shares
|
$4.15 Million
5.63% of portfolio
|
Q1 2023
Reduced 58.24%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Nov 07, 2025 Q3 2025 |
37,601
shares
|
$4.14 Million
2.56% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
37,251
shares
|
$4.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
37,035
shares
|
$4.08 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
36,639
shares
|
$4.04 Million
0.02% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Ltg Capital LLC
|
Dec 01, 2025 Q3 2025 |
36,629
shares
|
$4.04 Million
3.44% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
36,590
shares
|
$4.03 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
36,197
shares
|
$3.99 Million
1.24% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
35,936
shares
|
$3.96 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.44%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
35,385
shares
|
$3.9 Million
1.1% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
35,234
shares
|
$3.88 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
34,968
shares
|
$3.85 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
34,774
shares
|
$3.83 Million
0.14% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
34,532
shares
|
$3.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
34,211
shares
|
$3.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
33,924
shares
|
$3.74 Million
0.0% of portfolio
|
Q3 2025
Reduced 40.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
33,656
shares
|
$3.71 Million
0.02% of portfolio
|
Q3 2025
Added 22.61%
|
|