Security record · archived quarter
IJS
iShares S&P Small-Cap 600 Value ETF · Financial Services · Asset Management
72Tracked holders
+1Δ holders
19.51MShares held
$2.22BReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +1.4% ·
share flow -1.4% ·
net new positions +1.4%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 72 | 0 | 19.98M | $2.72B | +3 | −3 |
| Q1 2026 | 73 | 0 | 20.67M | $2.44B | +5 | −5 |
| Q4 2025 | 72 | +1 | 19.51M | $2.22B | +1 | — |
| Q3 2025 | 9 | +1 | 5.28M | $584.37M | +1 | — |
| Q2 2025 | 5 | -3 | 1.26M | $125.40M | — | −3 |
| Q1 2025 | 6 | +1 | 185.97K | $18.13M | +2 | −1 |
| Q4 2024 | 5 | 0 | 36.95K | $4.01M | +3 | −3 |
| Q3 2024 | 5 | -1 | 74.43K | $8.01M | — | −1 |
| Q2 2024 | 6 | — | 126.68K | $12.32M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.24M | — | $368.77M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 3.24M | — | $368.77M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 3.24M | — | $368.77M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 3.24M | — | $368.77M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.10M | -7.2% | $352.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.10M | -7.2% | $352.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 3.10M | -7.2% | $352.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 3.10M | -7.2% | $352.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 3.10M | -7.2% | $352.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 1.32M | +16.9% | $150.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 1.32M | +16.9% | $150.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 1.26M | — | $143.22M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 1.26M | — | $143.22M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 1.26M | — | $143.22M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 1.26M | — | $143.22M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 1.05M | — | $119.83M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | LPL Financial LLC | 896.03K | — | $101.90M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 709.77K | — | $80.71M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 709.77K | — | $80.71M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 709.77K | — | $80.71M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 557.67K | — | $63.42M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 557.67K | — | $63.42M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 557.67K | — | $63.42M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 557.67K | — | $63.42M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 557.67K | — | $63.42M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 557.67K | — | $63.42M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 557.67K | — | $63.42M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 557.67K | — | $63.42M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 517.48K | — | $58.85M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Royal Bank Of Canada | 517.48K | — | $58.85M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 517.48K | — | $58.85M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 517.48K | — | $58.85M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 517.48K | — | $58.85M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Royal Bank Of Canada | 517.48K | — | $58.85M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Royal Bank Of Canada | 517.48K | — | $58.85M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Royal Bank Of Canada | 517.48K | — | $58.85M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | HighTower Advisors, LLC | 502.10K | — | $57.10M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Commonwealth Equity Services, Llc | 492.15K | — | $55.97M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 382.22K | — | $43.47M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Envestnet Asset Management Inc | 368.97K | — | $41.96M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 336.73K | — | $38.29M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 336.73K | — | $38.29M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 319.94K | -47.7% | $36.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 319.94K | -47.7% | $36.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 319.94K | -47.7% | $36.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 319.94K | -47.7% | $36.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 319.94K | -47.7% | $36.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 319.94K | -47.7% | $36.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 319.94K | -47.7% | $36.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 319.94K | -47.7% | $36.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Raymond James Financial Inc | 314.70K | — | $35.79M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Raymond James Financial Inc | 314.70K | — | $35.79M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Raymond James Financial Inc | 314.70K | — | $35.79M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Stifel Financial Corp | 305.72K | — | $34.77M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Stifel Financial Corp | 305.72K | — | $34.77M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Stifel Financial Corp | 305.72K | — | $34.77M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Stifel Financial Corp | 305.72K | — | $34.77M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Stifel Financial Corp | 305.72K | — | $34.77M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Focus Partners Wealth | 294.75K | — | $33.52M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Bank Of Montreal /Can/ | 254.34K | — | $28.92M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Bank Of Montreal /Can/ | 254.34K | — | $28.92M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Bank Of Montreal /Can/ | 254.34K | — | $28.92M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Bank Of Montreal /Can/ | 254.34K | — | $28.92M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Bank Of Montreal /Can/ | 254.34K | — | $28.92M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Baird Financial Group, Inc. | 253.24K | — | $28.80M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Baird Financial Group, Inc. | 253.24K | — | $28.80M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Wealth Enhancement Advisory… | 233.43K | — | $27.71M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Cetera Investment Advisers | 227.87K | — | $25.91M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Mariner, LLC | 219.24K | — | $24.93M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Mariner, LLC | 219.24K | — | $24.93M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Mariner, LLC | 219.24K | — | $24.93M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Rockefeller Capital Management L.P. | 199.16K | — | $22.65M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Rockefeller Capital Management L.P. | 199.16K | — | $22.65M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Cerity Partners LLC | 194.46K | — | $22.12M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Cerity Partners LLC | 194.46K | — | $22.12M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Cerity Partners LLC | 194.46K | — | $22.12M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Brown Advisory Inc | 183.26K | — | $20.84M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Brown Advisory Inc | 183.26K | — | $20.84M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Corient Private Wealth LP | 180.78K | — | $20.56M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Corient Private Wealth LP | 180.78K | — | $20.56M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Osaic Holdings, Inc. | 157.32K | — | $17.91M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Osaic Holdings, Inc. | 157.32K | — | $17.91M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Osaic Holdings, Inc. | 157.32K | — | $17.91M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Osaic Holdings, Inc. | 157.32K | — | $17.91M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Creative Planning | 152.39K | — | $17.33M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Truist Financial Corp | 148.57K | — | $16.90M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Truist Financial Corp | 148.57K | — | $16.90M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Truist Financial Corp | 148.57K | — | $16.90M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Goldman Sachs Group ✦ | 128.34K | -5.2% | $14.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Goldman Sachs Group ✦ | 128.34K | -5.2% | $14.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Goldman Sachs Group ✦ | 128.34K | -5.2% | $14.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Cibc World Market Inc. | 108.39K | — | $12.33M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Lido Advisors, LLC | 101.53K | — | $11.25M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Lido Advisors, LLC | 101.53K | — | $11.25M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Lido Advisors, LLC | 101.53K | — | $11.25M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Lido Advisors, LLC | 101.53K | — | $11.25M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Mercer Global Advisors Inc /Adv | 89.49K | — | $10.18M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Captrust Financial Advisors | 82.75K | — | $9.41M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Two Sigma Investments ✦ | 73.10K | +295.1% | $8.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Financial Engines Advisors L.L.C. | 63.20K | — | $7.19M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 835 holders, 39.83M shares, $4.59B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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