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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
150,222
shares
|
$16.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
148,729
shares
|
$16.4 Million
0.08% of portfolio
|
Q2 2025
Added 52.65%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
143,495
shares
|
$15.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
142,882
shares
|
$15.7 Million
2.99% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
142,815
shares
|
$15.7 Million
0.07% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,505
shares
|
$15.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
135,449
shares
|
$14.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 38.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
130,836
shares
|
$14.4 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
127,420
shares
|
$14 Million
2.03% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
122,940
shares
|
$13.5 Million
0.94% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
121,011
shares
|
$13.3 Million
4.12% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
110,762
shares
|
$12.2 Million
1.27% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
107,228
shares
|
$11.8 Million
0.03% of portfolio
|
Q3 2023
Reduced 8.57%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
102,067
shares
|
$11.2 Million
0.02% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
102,055
shares
|
$11.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
97,363
shares
|
$10.7 Million
0.03% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
94,090
shares
|
$10.4 Million
1.25% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Lake Street Financial LLC
|
Nov 10, 2025 Q3 2025 |
91,571
shares
|
$10.1 Million
1.38% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
90,357
shares
|
$9.96 Million
0.25% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
89,554
shares
|
$9.87 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
89,430
shares
|
$9.85 Million
0.15% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
88,097
shares
|
$9.71 Million
1.61% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
86,374
shares
|
$9.52 Million
0.02% of portfolio
|
Q3 2025
Reduced 22.9%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
85,580
shares
|
$9.43 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 15, 2025 Q3 2025 |
85,059
shares
|
$9.37 Million
2.53% of portfolio
|
Q3 2025
Added 0.81%
|
|