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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
25,729
shares
|
$2.83 Million
0.11% of portfolio
|
Q3 2025
Reduced 31.05%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
25,611
shares
|
$2.82 Million
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
25,595
shares
|
$2.82 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
25,594
shares
|
$2.82 Million
0.01% of portfolio
|
Q3 2025
Added 141.02%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
25,522
shares
|
$2.81 Million
0.06% of portfolio
|
Q3 2022
Reduced 95.47%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
25,141
shares
|
$2.77 Million
0.13% of portfolio
|
Q3 2022
Reduced 0.62%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
24,537
shares
|
$2.7 Million
0.18% of portfolio
|
Q3 2023
Reduced 57.2%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
24,488
shares
|
$2.7 Million
1.05% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
24,083
shares
|
$2.65 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
23,650
shares
|
$2.61 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
23,569
shares
|
$2.6 Million
0.7% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Baring Financial LLC
Bellingham, WA |
Oct 06, 2025 Q3 2025 |
23,356
shares
|
$2.57 Million
1.76% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
22,936
shares
|
$2.53 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
22,787
shares
|
$2.51 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
22,772
shares
|
$2.51 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
22,297
shares
|
$2.46 Million
0.6% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
22,268
shares
|
$2.45 Million
1.64% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
21,533
shares
|
$2.37 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
21,308
shares
|
$2.35 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
21,047
shares
|
$2.32 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
20,900
shares
|
$2.3 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
20,734
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
20,656
shares
|
$2.28 Million
0.5% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
20,337
shares
|
$2.24 Million
0.81% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
20,189
shares
|
$2.22 Million
0.26% of portfolio
|
Q3 2025
Reduced 10.77%
|
|