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 |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
3,258
shares
|
$358,966
0.04% of portfolio
|
Q3 2025
Reduced 17.89%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
3,253
shares
|
$358,415
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,253
shares
|
$358,415
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
3,230
shares
|
$355,881
0.12% of portfolio
|
Q2 2025
Added 53.96%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
3,225
shares
|
$355,330
0.06% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
3,208
shares
|
$353,457
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
3,196
shares
|
$352,135
0.02% of portfolio
|
Q2 2025
Reduced 13.32%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
3,162
shares
|
$348,389
0.01% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
3,139
shares
|
$345,855
0.11% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
3,136
shares
|
$345,524
0.01% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
3,120
shares
|
$343,761
0.01% of portfolio
|
Q3 2025
Added 35.65%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
3,118
shares
|
$343,541
0.16% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,103
shares
|
$341,888
0.06% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,103
shares
|
$341,888
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
3,102
shares
|
$341,778
0.09% of portfolio
|
Q2 2024
Reduced 6.96%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
3,085
shares
|
$339,905
0.02% of portfolio
|
Q3 2023
Reduced 7.08%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,064
shares
|
$337,591
0.02% of portfolio
|
Q3 2025
Added 16.19%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,060
shares
|
$337,150
0.08% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
3,059
shares
|
$337,040
0.12% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
3,032
shares
|
$334,065
0.02% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
3,019
shares
|
$332,633
0.0% of portfolio
|
Q3 2025
Added 9.19%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
3,017
shares
|
$332,413
0.02% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,013
shares
|
$331,972
0.05% of portfolio
|
Q3 2025
Reduced 38.16%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
3,012
shares
|
$331,862
0.35% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
3,007
shares
|
$331,311
0.27% of portfolio
|
Q3 2025
Added 0.97%
|
|