Who Owns iShares S&P SmallCap 600 Value ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares S&P SmallCap 600 Value ETF.
Who crossed 5% of IJS →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Heartwood Wealth Advisors LLCETF246K shtrimmed | $31.5M |
| Farther Finance Advisors, LLCETF101.5K shtrimmed | $13M |
| RTD Financial Advisors, Inc.SP SMCP600VL ETF74.3K shtrimmed | $9.5M |
| Councilor Wealth, LLCSP SMCP600VL ETF64.9K shtrimmed | $8.3M |
| Independence Financial Advisors, LLCSP SMCP600VL ETF59K shadded | $7.6M |
| Gerald Baker Financial Group LLCSP SMCP600VL ETF50K shadded | $6.4M |
| SAPIENT CAPITAL LLCSP SMCP600VL ETF49.6K shadded | $6.4M |
| First Heartland Consultants, Inc.SP SMCP600VL ETF47.7K shtrimmed | $6.1M |
| Graves Light Lenhart Wealth, Inc.SP SMCP600VL ETF41.4K shtrimmed | $5.3M |
| Cambridge Financial Group, LLCSP SMCP600VL ETF31.5K shheld | $4.3M |
| Apella Capital, LLCSP SMCP600VL ETF28.8K shadded | $3.7M |
| Baring Financial LLCSP SMCP600VL ETF28K shadded | $3.6M |
| Avidian Wealth Enterprises, LLCSP SMCP600VL ETF24.1K shtrimmed | $3.1M |
| Lee, Kelleher & Klein Wealth ManagementSP SMCP600VL ETF14.7K shadded | $1.9M |
| SigFig Wealth Management, LLCSP SMCP600VL ETF13.2K shadded | $1.7M |
| ELEVATION WEALTH PARTNERS, LLCSP SMCP600VL ETF12.2K shadded | $1.6M |
| AMERICAN NATIONAL BANK & TRUSTSP SMCP600VL ETF9.8K shheld | $1.3M |
| Bangor Savings BankSP SMCP600VL ETF9.8K shheld | $1.3M |
| TOMPKINS FINANCIAL CORPSP SMCP600VL ETF9.7K shtrimmed | $1.2M |
| Wedmont Private CapitalSP SMCP600VL ETF7.5K shheld | $975.9K |
| DIVERSIFIED MANAGEMENT INCSP SMCP600VL ETF6.9K shadded | $888.1K |
| Sprinkle Financial Consultants LLCSP SMCP600VL ETF6.5K shadded | $832.4K |
| Tactive Advisors, LLCSP SMCP600VL ETF5.3K shtrimmed | $675.3K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCSP SMCP600VL ETF4.9K shheld | $625.4K |
| CYPRESS FINANCIAL PLANNING LLCSP SMCP600VL ETF4.8K shtrimmed | $610K |
| Breakwater Capital GroupSP SMCP600VL ETF4.7K shtrimmed | $602.6K |
| Venture Visionary Partners LLCSP SMCP600VL ETF3.7K shadded | $474.9K |
| TrueWealth Advisors, LLCSP SMCP600VL ETF3.3K shadded | $422K |
| VALLEY WEALTH MANAGERS, INC.ETF3K shadded | $380.6K |
| Hardin Capital Partners, LLCSP SMCP600VL ETF2.7K shadded | $342.4K |
| Green Ridge Wealth Planning LLCSP SMCP600VL ETF2.6K shheld | $327.2K |
| JUNCTURE WEALTH STRATEGIES, LLCSP SMCP600VL ETF2.4K shtrimmed | $312.8K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF2.2K shadded | $284.8K |
| Sound Income Strategies, LLCSP SMCP600VL ETF2.1K shadded | $271.2K |
| CAMELOT TECHNOLOGY ADVISORS, INC.SP SMCP600VL ETF2K shadded | $256.9K |
| Vann Equity Management LLCSP SMCP600VL ETF1.7K shadded | $212.6K |
| Valeo Financial Advisors, LLCETF1.6K shtrimmed | $210.9K |
| Whalen Wealth Management Inc.SP SMCP600VL ETF1.6K sh— | $208.7K |
| GAMMA Investing LLCETF1.4K shheld | $181.6K |
| ATWOOD & PALMER INCCOM1.3K shheld | $162.9K |
| EASTERN BANKSP SMCP600VL ETF922 shadded | $118.1K |
| CoreCap Advisors, LLCETF591 shtrimmed | $75.7K |
| ARMSTRONG ADVISORY GROUP, INCSP SMCP600VL ETF550 shheld | $70.5K |
| Grove Bank & TrustSP SMCP600VL ETF450 shheld | $57.6K |
| Bullock Wealth Management GroupETF226 shadded | $29.2K |
| Pacifica Partners Inc.SP SMCP600VL ETF118 shheld | $15.2K |
| Bank of New HampshireSP SMCP600VL ETF52 shheld | $6.7K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund17 shheld | $2.2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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