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

iShares S&P Small-Cap 600 Value ETF logo
$112.23 +1.77 (+1.60%)
Closing price 04:10 PM Eastern
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$112.26 +0.02 (+0.02%)
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Institutional Ownership Changes (13F Filings) for iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)

Number of
Institutional Buyers
(last 12 months)
366
Total
Institutional Inflows
(last 12 months)
$1.02B
Number of
Institutional Sellers
(last 12 months)
322
Total
Institutional Outflows
(last 12 months)
$510.85M
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IJS Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Goelzer Investment Management Inc.18,582$2.02M0.1%-8.1%0.027%
1/21/2025Curated Wealth Partners LLC3,301$359K0.0%+64.4%0.005%
1/21/2025Patriot Investment Management Group Inc.8,256$897K0.1%-3.9%0.012%
1/21/2025Sound Income Strategies LLC23,011$2.50M0.2%-18.8%0.033%
1/21/2025Neumann Capital Management LLC25,470$2.77M0.9%+1.7%0.036%
1/21/2025Cornerstone Wealth Management LLC5,339$580K0.0%+14.8%0.008%
1/21/2025Brighton Jones LLC7,688$835K0.0%+6.0%0.011%
1/17/2025 Avior Wealth Management LLC20,361$2.21M0.1%-0.7%0.029%
1/17/2025 Mutual Advisors LLC50,625$5.57M0.2%+49.5%0.072%
1/17/2025 Janney Montgomery Scott LLC53,638$5.83M0.0%+13.0%0.077%
1/17/2025 Park Place Capital Corp13,175$1.43M0.4%-1.6%0.019%
1/17/2025 Daymark Wealth Partners LLC5,504$598K0.0%-17.0%0.008%
1/17/2025 Finley Financial LLC5,250$576K0.3%N/A0.008%
1/17/2025 ERTS Wealth Advisors LLC10,512$1.14M0.2%+6.3%0.015%
1/17/2025 Corepath Wealth Partners LLC20,399$2.20M2.1%+3.3%0.029%
1/17/2025 Enclave Advisors LLC8,218$893K0.1%-11.2%0.012%
1/17/2025 Atomi Financial Group Inc.60,388$6.56M0.3%+19.1%0.086%
1/16/2025 Zhang Financial LLC14,350$1.56M0.1%+18.0%0.021%
1/16/2025 Wealth Management Partners LLC9,854$1.07M0.5%-2.0%0.014%
1/16/2025 Ironwood Financial llc57,318$6.23M1.3%-5.5%0.082%
1/16/2025 Willner & Heller LLC3,338$362K0.3%+4.2%0.005%
1/16/2025 City Holding Co.13,955$1.52M0.2%+19.7%0.020%
1/16/2025 Polianta Ltd65,800$7.15M3.4%N/A0.094%
1/15/2025 Ameritas Advisory Services LLC6,352$690K0.0%+3.7%0.009%
1/15/2025 HB Wealth Management LLC2,329$253K0.0%N/A0.003%
1/15/2025 Hubbell Strickland Wealth Management LLC6,019$654K0.3%+2.9%0.009%
1/15/2025 Arkadios Wealth Advisors4,461$484K0.0%+2.6%0.006%
1/15/2025 Lake Street Private Wealth LLC85,836$9.32M1.5%+42.4%0.123%
1/15/2025 Sax Wealth Advisors LLC79,725$8.66M0.7%-1.1%0.114%
1/15/2025 Wealthcare Advisory Partners LLC2,491$271K0.0%-7.6%0.004%
1/15/2025 KMG Fiduciary Partners LLC4,320$469K0.0%+8.8%0.006%
1/15/2025 Occidental Asset Management LLC52,827$5.74M0.9%-1.5%0.076%
1/15/2025 Ullmann Wealth Partners Group LLC16,634$1.81M0.2%+0.9%0.024%
1/14/2025 Rovin Capital UT ADV74,876$8.13M2.9%+181.2%0.107%
1/14/2025 Apella Capital LLC7,089$770K0.0%-4.7%0.010%
1/14/2025 Founders Grove Wealth Partners LLC4,239$460K0.1%N/A0.006%
1/14/2025 Richard P Slaughter Associates Inc2,750$299K0.1%+5.0%0.004%
1/14/2025 Sharper & Granite LLC2,070$225K0.1%-8.8%0.003%
1/14/2025 Graves Light Lenhart Wealth Inc.40,649$4.42M0.5%+1.7%0.058%
1/13/2025 Christensen King & Associates Investment Services Inc.8,214$898K0.4%-8.1%0.012%
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1/13/2025 AdvisorNet Financial Inc2,724$296K0.0%-4.8%0.004%
1/13/2025 Granite Bay Wealth Management LLC2,900$315K0.1%N/A0.004%
1/13/2025 Courier Capital LLC53,667$5.83M0.4%+10.9%0.077%
1/13/2025 Ehrlich Financial Group11,130$1.21M0.9%-1.2%0.016%
1/13/2025 Burns J W & Co. Inc. NY67,158$7.29M0.9%-2.6%0.096%
1/13/2025 Claro Advisors LLC8,638$938K0.1%-5.3%0.012%
1/13/2025 Accelerate Investment Advisors LLC5,383$585K0.5%+5.7%0.008%
1/13/2025 Wedmont Private Capital4,265$451K0.0%-12.4%0.006%
1/13/2025 Thomasville National Bank13,150$1.43M0.1%-1.7%0.019%
1/13/2025 Capital Investment Advisors LLC3,096$336K0.0%-22.0%0.004%
1/13/2025 EWG Elevate Inc.15,331$1.67M0.5%N/A0.022%
1/13/2025 Aprio Wealth Management LLC2,075$225K0.0%N/A0.003%
1/10/2025 Bruce G. Allen Investments LLC8,082$878K0.7%+21.1%0.012%
1/10/2025 Heartwood Wealth Advisors LLC211,184$22.94M2.6%+1.0%0.302%
1/10/2025 Wealth Enhancement Advisory Services LLC50,676$5.46M0.0%+1.2%0.072%
1/10/2025 Watts Gwilliam & Co. LLC6,501$704K0.1%-6.4%0.009%
1/8/2025 InvesTrust31,268$3.38M0.9%N/A0.045%
1/8/2025 Fulton Bank N.A.3,546$385K0.0%N/A0.005%
1/7/2025 First County Bank CT55,379$6.02M3.4%+7.7%0.079%
1/7/2025 Rise Advisors LLC1,352$147K0.1%-14.2%0.002%
1/3/2025 First Citizens Financial Corp39,702$4.31M2.3%-0.8%0.057%
12/26/2024JPMorgan Chase & Co.371,296$39.97M0.0%+6.9%0.531%
12/13/2024B. Riley Wealth Advisors Inc.6,739$710K0.0%-55.6%0.010%
11/27/2024Franklin Resources Inc.52,162$5.60M0.0%-0.3%0.075%
11/26/2024Peapack Gladstone Financial Corp49,509$5.33M0.1%+6.2%0.071%
11/25/2024World Investment Advisors LLC363,078$39.23M1.0%+6,991.4%0.519%
11/25/2024Sanctuary Advisors LLC15,667$1.81M0.0%-13.5%0.022%
11/21/2024Anchor Investment Management LLC6,164$664K0.1%+47.8%0.009%
11/20/2024SOA Wealth Advisors LLC.31,620$3.40M0.6%-6.6%0.045%
11/20/2024 Westside Investment Management Inc.1,824$196K0.0%+19.9%0.003%
11/19/2024M&T Bank Corp1,516,395$163.26M0.5%-0.4%2.168%
11/18/2024Soltis Investment Advisors LLC25,058$2.70M0.3%+6.1%0.036%
11/18/2024Rehmann Capital Advisory Group3,607$388K0.0%-5.0%0.005%
11/18/2024TD Private Client Wealth LLC10,322$1.11M0.0%-22.4%0.015%
11/18/2024Sunbelt Securities Inc.849$91K0.0%+53.2%0.001%
11/15/2024M&T Bank Corp1,516,395$163.26M0.5%-0.4%2.168%
11/15/2024Glass Jacobson Investment Advisors llc23,726$2.55M0.8%-2.6%0.034%
11/15/2024MML Investors Services LLC48,929$5.27M0.0%+2.0%0.070%
11/15/2024Pacific Center for Financial Services400$43K0.0%N/A0.001%
11/15/2024Northeast Financial Consultants Inc53,745$5.79M0.3%-2.9%0.077%
11/15/2024Orion Portfolio Solutions LLC4,280$461K0.0%+87.7%0.006%
11/15/2024World Investment Advisors LLC363,078$39.23M0.2%+6,991.4%0.519%
11/15/2024EP Wealth Advisors LLC36,676$3.95M0.0%+3.6%0.052%
11/15/2024Jane Street Group LLC36,068$3.88M0.0%-15.3%0.052%
11/15/2024Kovitz Investment Group Partners LLC196,877$21.20M0.1%+253.6%0.281%
11/15/2024Stifel Financial Corp360,420$38.80M0.0%-7.4%0.515%
11/15/2024SageView Advisory Group LLC5,436$585K0.0%-24.8%0.008%
11/15/2024Quantinno Capital Management LP4,942$532K0.0%+53.3%0.007%
11/15/2024IHT Wealth Management LLC31,494$3.37M0.1%+97.3%0.045%
11/15/2024Integrated Wealth Concepts LLC50,871$5.48M0.1%+1.6%0.073%
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11/15/2024HighTower Advisors LLC356,781$38.43M0.1%+8.3%0.510%
11/15/2024Chevy Chase Trust Holdings LLC4,560$491K0.0%+84.6%0.007%
11/14/2024Flow Traders U.S. LLC17,477$1.88M0.1%+198.4%0.025%
11/14/2024Captrust Financial Advisors96,561$10.40M0.0%-6.8%0.138%
11/14/2024Rockefeller Capital Management L.P.159,675$17.19M0.0%-1.7%0.228%
11/14/2024Financial Counselors Inc.26,238$2.83M0.0%-0.7%0.038%
11/14/2024Fiduciary Trust Co2,197$237K0.0%N/A0.003%
11/14/2024National Wealth Management Group LLC2,767$298K0.2%-13.2%0.004%
11/13/2024Glenmede Trust Co. NA85,201$9.17M0.0%-5.4%0.122%
11/13/2024Townsquare Capital LLC1,985$214K0.0%-30.2%0.003%
(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, 779 institutional investors and hedge funds held shares of iShares S&P Small-Cap 600 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($344.70M), Morgan Stanley ($330.75M), FMR LLC ($303.87M), M&T Bank Corp ($163.26M), Wells Fargo & Company MN ($150.29M), UBS Group AG ($113.49M), and Prime Capital Investment Advisors LLC ($98.09M).Learn more on IJS's institutional investors.

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

Of the 615 institutional investors that purchased iShares S&P Small-Cap 600 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($3.70M), Modera Wealth Management LLC ($743.36K), World Investment Advisors LLC ($715.92K), Orion Portfolio Solutions LLC ($577.38K), M&T Bank Corp ($576.93K), Bank of Montreal Can ($558.19K), and Goldman Sachs Group Inc. ($427.95K).

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

Institutional investors have bought a total of 17,239,229 shares in the last 24 months. This purchase volume represents approximately $1.71B in transactions.

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

Of the 485 institutional investors that sold iShares S&P Small-Cap 600 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($1.20M), PNC Financial Services Group Inc. ($595.82K), Truist Financial Corp ($589.81K), LPL Financial LLC ($427.53K), Envestnet Asset Management Inc. ($389.73K), Morgan Stanley ($375.68K), and M&T Bank Corp ($282.11K).

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

Institutional investors have sold a total of 9,639,154 shares in the last 24 months. This volume of shares sold represents approximately $941.78M in transactions.



This page (NYSEARCA:IJS) was last updated on 1/21/2025 by MarketBeat.com Staff
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