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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
310,111
shares
|
$34.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
305,991
shares
|
$33.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.11%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
305,007
shares
|
$33.6 Million
12.24% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
286,304
shares
|
$31.5 Million
1.07% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
273,214
shares
|
$30.1 Million
0.68% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
261,627
shares
|
$28.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
260,401
shares
|
$28.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
255,439
shares
|
$28.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
248,201
shares
|
$27.3 Million
2.18% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
241,149
shares
|
$26.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
227,909
shares
|
$25.1 Million
0.03% of portfolio
|
Q3 2025
Added 136.13%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
222,655
shares
|
$24.5 Million
2.41% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
220,497
shares
|
$24.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
209,044
shares
|
$23 Million
0.49% of portfolio
|
Q3 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
197,897
shares
|
$21.8 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
195,884
shares
|
$21.6 Million
0.04% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
193,136
shares
|
$21.3 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
189,669
shares
|
$20.9 Million
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
185,805
shares
|
$20.5 Million
0.13% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
175,558
shares
|
$19.3 Million
3.3% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
169,741
shares
|
$18.7 Million
0.03% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
166,427
shares
|
$18.3 Million
0.15% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
162,180
shares
|
$17.9 Million
0.25% of portfolio
|
Q3 2025
Added 54.16%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
157,516
shares
|
$17.4 Million
0.1% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
156,870
shares
|
$17.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.97%
|
|