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 |
|---|---|---|---|---|---|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
2,596
shares
|
$286,027
0.22% of portfolio
|
Q4 2024
Reduced 99.08%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
2,589
shares
|
$285,256
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,583
shares
|
$284,594
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
2,583
shares
|
$284,594
0.25% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,578
shares
|
$284,044
0.01% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
2,576
shares
|
$283,823
0.07% of portfolio
|
Q4 2022
Reduced 4.45%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
2,576
shares
|
$283,823
0.11% of portfolio
|
Q2 2024
Reduced 13.96%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
2,565
shares
|
$282,611
0.09% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
2,561
shares
|
$282,170
0.04% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
2,540
shares
|
$279,857
0.07% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
2,537
shares
|
$279,526
0.1% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
2,526
shares
|
$278,314
0.04% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
2,526
shares
|
$278,314
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
2,523
shares
|
$277,984
0.03% of portfolio
|
Q3 2025
Reduced 11.84%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
2,480
shares
|
$273,246
0.19% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,473
shares
|
$272,475
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
2,458
shares
|
$270,822
0.0% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 06, 2025 Q3 2025 |
2,453
shares
|
$270,271
0.15% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
2,448
shares
|
$269,720
0.01% of portfolio
|
Q3 2025
Reduced 11.37%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
2,440
shares
|
$268,839
0.04% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
2,434
shares
|
$268,178
0.09% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
2,413
shares
|
$265,864
0.07% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
2,412
shares
|
$265,754
0.04% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,410
shares
|
$265,533
0.08% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
2,370
shares
|
$261,126
0.07% of portfolio
|
Q4 2022
New holding
|
|