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iShares S&P Small-Cap 600 Value ETF (IJS) Institutional Ownership

iShares S&P Small-Cap 600 Value ETF logo
$111.06 +1.86 (+1.70%)
Closing price 04:10 PM Eastern
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$111.14 +0.08 (+0.07%)
As of 05:06 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)

Current
Institutional Ownership
Percentage
71.86%
Number of
Institutional Buyers
(last 12 months)
461
Total
Institutional Inflows
(last 12 months)
$1.25B
Number of
Institutional Sellers
(last 12 months)
400
Total
Institutional Outflows
(last 12 months)
$565.07M
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IJS Institutional Buying and Selling by Quarter

iShares S&P Small-Cap 600 Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/20/2025Meridian Financial Advisors LLC1,849$204K0.1%N/A0.003%
10/20/2025Sax Wealth Advisors LLC61,614$6.81M0.4%-5.4%0.103%
10/20/2025Wealth Quarterback LLC2,703$299K0.1%+8.9%0.005%
10/17/2025Ullmann Wealth Partners Group LLC26,118$2.89M0.3%-2.1%0.044%
10/17/2025Total Wealth Planning LLC8,399$929K0.1%+6.4%0.014%
10/17/2025Perigon Wealth Management LLC1,975$218K0.0%-9.7%0.003%
10/17/2025Sowell Financial Services LLC54,497$6.03M0.2%+2.3%0.091%
10/17/2025Ehrlich Financial Group11,781$1.30M0.8%-8.7%0.020%
10/17/2025Sapient Capital LLC37,035$4.09M0.1%-0.3%0.062%
10/17/2025Thompson Investment Management Inc.9,133$1.01M0.1%+8.9%0.015%
10/17/2025Founders Grove Wealth Partners LLC5,842$646K0.2%+55.4%0.010%
10/17/2025Valley Forge Investment Consultants Inc. ADV3,882$429K0.1%-6.1%0.007%
10/17/2025Apollon Wealth Management LLC8,483$938K0.0%-18.0%0.014%
10/16/2025 LifeSteps Financial Inc.20,146$2.23M1.4%-6.3%0.034%
10/16/2025 Greenup Street Wealth Management LLC7,008$775K0.1%+153.6%0.012%
10/16/2025 Polianta Ltd72,600$8.03M3.3%N/A0.122%
10/16/2025 Blue Trust Inc.1,076$119K0.0%-8.5%0.002%
10/16/2025 Neumann Capital Management LLC27,450$3.04M0.9%+3.5%0.046%
10/16/2025 Sharper & Granite LLC1,827$202K0.1%N/A0.003%
10/15/2025 CWM LLC15,775$1.75M0.0%-13.9%0.026%
10/15/2025 Clayton Financial Group LLC37,658$4.17M3.0%+0.5%0.063%
10/15/2025 Camelot Technology Advisors Inc.1,992$220K0.2%N/A0.003%
10/15/2025 Jeppson Wealth Management LLC2,000$221K0.1%N/A0.003%
10/15/2025 World Investment Advisors362,321$40.07M0.8%+4,702.1%0.607%
10/15/2025 Private Trust Co. NA5,724$633K0.1%+773.9%0.010%
10/15/2025 Founders Financial Securities LLC2,280$252K0.0%-13.9%0.004%
10/15/2025 DAVENPORT & Co LLC3,019$334K0.0%+9.2%0.005%
10/15/2025 Net Worth Advisory Group2,017$223K0.1%-88.8%0.003%
10/15/2025 Enclave Advisors LLC2,352$260K0.0%-33.5%0.004%
10/14/2025 Tactive Advisors LLC3,826$423K0.1%N/A0.006%
10/14/2025 RTD Financial Advisors Inc.94,090$10.41M1.3%+5.9%0.157%
10/14/2025 Welch Group LLC2,526$279K0.0%N/A0.004%
10/14/2025 OLD National Bancorp IN3,845$425K0.0%N/A0.006%
10/14/2025 Intergy Private Wealth LLC10,002$1.11M0.3%+5.4%0.017%
10/14/2025 Farther Finance Advisors LLC53,717$5.94M0.1%+99.0%0.090%
10/14/2025 Cranbrook Wealth Management LLC14,234$1.57M0.3%-0.8%0.024%
10/14/2025 Market Street Wealth Management Advisors LLC5,275$583K0.1%-13.8%0.009%
10/14/2025 Juncture Wealth Strategies LLC4,867$538K0.2%-7.2%0.008%
10/14/2025 Northwest Wealth Management LLC5,342$591K0.1%-3.3%0.009%
10/14/2025 Evanson Asset Management LLC78,821$8.72M0.5%+1.8%0.132%
10/10/2025 Sound Income Strategies LLC2,930$322K0.0%-47.9%0.005%
10/10/2025 Thomasville National Bank10,175$1.13M0.1%-8.0%0.017%
10/10/2025 Abound Wealth Management476$53K0.0%+25.3%0.001%
10/10/2025 Focus Financial Network Inc.3,775$418K0.0%N/A0.006%
10/9/2025 AdvisorNet Financial Inc2,756$305K0.0%-8.8%0.005%
10/9/2025 U.S. Capital Wealth Advisors LLC9,179$1.02M0.0%-16.9%0.015%
10/9/2025 Stillwater Capital Advisors LLC18,284$2.02M0.2%+0.9%0.030%
10/9/2025 Dynamic Advisor Solutions LLC3,840$425K0.0%-6.8%0.006%
10/9/2025 Cypress Financial Planning LLC4,771$528K0.2%-1.9%0.008%
10/8/2025 First County Bank CT 52,185$5.77M2.9%+2.2%0.087%
10/8/2025 Hilltop National Bank780$86K0.0%-23.0%0.001%
10/8/2025 Country Club Bank14,229$1.57M0.1%-7.5%0.024%
10/7/2025 Montecito Bank & Trust3,225$357K0.1%N/A0.005%
10/7/2025 KFG Wealth Management LLC9,777$1.08M0.2%N/A0.016%
10/7/2025 Graves Light Lenhart Wealth Inc.40,065$4.43M0.5%-1.4%0.067%
10/6/2025 Heartwood Wealth Advisors LLC222,655$24.62M2.3%+2.8%0.370%
10/6/2025 Grove Bank & Trust450$50K0.0%-50.0%0.001%
10/6/2025 Baring Financial LLC23,356$2.58M1.8%+5.5%0.039%
10/6/2025 Venture Visionary Partners LLC2,448$271K0.0%-11.4%0.004%
10/3/2025 First Citizens Financial Corp40,592$4.49M2.2%+0.9%0.067%
10/3/2025 Dentgroup LLC10,677$1.18M0.8%-1.8%0.018%
10/2/2025 InvesTrust30,306$3.35M1.2%-0.4%0.050%
10/2/2025 Trust Co of the South1,920$212K0.0%N/A0.003%
10/2/2025 First Hawaiian Bank14,877$1.65M0.2%-3.1%0.024%
9/26/2025Corient Private Wealth LLC57,318$5.70M0.0%+1.0%0.094%
9/22/2025Caldwell Trust Co305$30K0.0%N/A0.001%
9/11/2025Milestones Private Investment Advisors LLC2,249$224K0.2%N/A0.004%
8/26/2025Thrivent Financial for Lutherans34,337$3.42M0.0%+4.3%0.056%
8/25/2025Silverlake Wealth Management LLC2,099$209K0.1%N/A0.003%
8/19/2025Advisory Services Network LLC45,601$4.60M0.1%+5.3%0.075%
8/19/2025Cim LLC2,404$239K0.0%-24.6%0.004%
8/19/2025Asset Dedication LLC79,860$7.95M0.6%-2.2%0.131%
8/18/2025Geneos Wealth Management Inc.1,561$155K0.0%+37.3%0.003%
8/15/2025Nikulski Financial Inc.7,185$715K0.2%-3.4%0.012%
8/15/2025Tower Research Capital LLC TRC 30,599$3.04M0.1%-11.5%0.050%
8/15/2025Blue Edge Capital LLC40,021$3.98M0.6%-1.2%0.066%
8/15/2025Corient Private Wealth LLC58,986$5.87M0.0%+3.9%0.097%
8/15/2025Northeast Financial Consultants Inc47,151$4.69M0.2%-8.5%0.077%
8/15/2025Captrust Financial Advisors81,195$8.08M0.0%-10.5%0.133%
8/15/2025Two Sigma Securities LLC4,872$485K0.1%N/A0.008%
8/15/2025Redwood Investment Management LLC102,728$10.22M1.1%N/A0.169%
8/15/2025MML Investors Services LLC43,758$4.35M0.0%+5.6%0.072%
8/15/2025Modern Wealth Management LLC4,461$444K0.0%-77.8%0.007%
8/15/2025IHT Wealth Management LLC16,344$1.63M0.0%+63.1%0.027%
8/15/2025Great Valley Advisor Group Inc.8,400$836K0.0%-23.6%0.014%
8/15/2025Gallagher Fiduciary Advisors LLC2,030$202K0.0%N/A0.003%
8/15/2025EP Wealth Advisors LLC35,936$3.58M0.0%-10.4%0.059%
8/15/2025BNP Paribas Financial Markets2,840$283K0.0%-6.3%0.005%
8/15/2025Bank of America Corp DE3,264,442$324.78M0.0%+1.3%5.356%
8/15/2025Acas LLC9,729$1.05M0.7%-1.4%0.016%
8/15/2025Ameriprise Financial Inc.672,573$66.91M0.0%-27.1%1.103%
8/14/2025Jane Street Group LLC44,963$4.47M0.0%+70.3%0.074%
8/14/2025Financial Advisors Network Inc.127,215$12.66M1.9%+12.0%0.209%
8/14/2025Raymond James Financial Inc.339,292$33.76M0.0%-18.6%0.557%
8/14/2025Betterment LLC3,169$315K0.0%-39.6%0.005%
8/14/2025Quantinno Capital Management LP10,619$1.06M0.0%+111.8%0.017%
8/14/2025AllSquare Wealth Management LLC1,282$128K0.1%-28.1%0.002%
8/14/2025Peapack Gladstone Financial Corp55,654$5.54M0.1%+6.8%0.091%
8/14/2025Main Street Financial Solutions LLC7,872$783K0.1%-1.3%0.013%
8/14/2025Sand Hill Global Advisors LLC3,314$330K0.0%-20.8%0.005%
(Data available from 1/1/2016 forward)

IJS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IJS shares?

During the previous two years, 826 institutional investors and hedge funds held shares of iShares S&P Small-Cap 600 Value ETF. The most heavily invested institutionals were Morgan Stanley ($330.75M), Bank of America Corp DE ($324.78M), FMR LLC ($282.53M), Wells Fargo & Company MN ($150.43M), UBS Group AG ($113.49M), Prime Capital Investment Advisors LLC ($85.09M), and Modera Wealth Management LLC ($84.55M).Learn more on iShares S&P Small-Cap 600 Value ETF's institutional investors.

What percentage of iShares S&P Small-Cap 600 Value ETF's stock is owned by institutional investors?

71.86% of iShares S&P Small-Cap 600 Value ETF's stock is owned by institutional investors. Learn more on IJS's institutional investor holdings.

Which institutional investors have been buying iShares S&P Small-Cap 600 Value ETF's stock?

Of the 659 institutional investors that purchased iShares S&P Small-Cap 600 Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($3.69M), Castlekeep Investment Advisors LLC ($2.91M), Raymond James Financial Inc. ($904.77K), World Investment Advisors LLC ($715.92K), Modern Wealth Management LLC ($643.84K), Orion Portfolio Solutions LLC ($583.81K), and World Investment Advisors ($541.53K).

How much institutional buying is happening at iShares S&P Small-Cap 600 Value ETF?

Institutional investors have bought a total of 11,825,227 shares in the last 24 months. This purchase volume represents approximately $1.25B in transactions.

Which of iShares S&P Small-Cap 600 Value ETF's major shareholders have been selling company stock?

Of the 400 institutional investors that sold iShares S&P Small-Cap 600 Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: M&T Bank Corp ($934.24K), World Investment Advisors ($542.29K), FMR LLC ($309.22K), Ameriprise Financial Inc. ($250.91K), Wealth Enhancement Advisory Services LLC ($150.85K), Raymond James Financial Inc. ($113.10K), and Envestnet Asset Management Inc. ($108.45K).

How much institutional selling is happening at iShares S&P Small-Cap 600 Value ETF?

Institutional investors have sold a total of 5,527,194 shares in the last 24 months. This volume of shares sold represents approximately $565.07M in transactions.


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This page (NYSEARCA:IJS) was last updated on 10/20/2025 by MarketBeat.com Staff
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