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

iShares S&P Small-Cap 600 Value ETF logo
$88.02 +1.04 (+1.20%)
Closing price 04/17/2025 04:10 PM Eastern
Extended Trading
$87.96 -0.06 (-0.07%)
As of 04/17/2025 04:33 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)

Number of
Institutional Buyers
(last 12 months)
399
Total
Institutional Inflows
(last 12 months)
$1.05B
Number of
Institutional Sellers
(last 12 months)
335
Total
Institutional Outflows
(last 12 months)
$512.27M
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Skip Chart & View Institutional Buying and Selling Data

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
4/18/2025 Cornerstone Wealth Management LLC5,869$572K0.0%+9.9%0.009%
4/18/2025 Financial Perspectives Inc2,359$230K0.1%-11.2%0.004%
4/18/2025 Birch Hill Investment Advisors LLC37,265$3.63M0.2%-7.7%0.057%
4/18/2025 Clayton Financial Group LLC42,416$4.14M1.5%+0.4%0.065%
4/18/2025 Global Trust Asset Management LLC2,751$268K0.2%-7.4%0.004%
4/17/2025 Robertson Stephens Wealth Management LLC4,275$417K0.0%-10.2%0.007%
4/17/2025 Vicus Capital5,734$559K0.1%-14.0%0.009%
4/17/2025 Blackston Financial Advisory Group LLC7,603$741K0.4%-8.8%0.012%
4/17/2025 Sagespring Wealth Partners LLC2,332$227K0.0%-36.3%0.004%
4/17/2025 Carlton Hofferkamp & Jenks Wealth Management LLC10,062$981K0.4%+20.9%0.015%
4/17/2025 Sowell Financial Services LLC51,096$4.98M0.2%+3.0%0.078%
4/17/2025 Janney Montgomery Scott LLC43,820$4.27M0.0%-18.3%0.067%
4/17/2025 Mission Wealth Management LP58,730$5.73M0.1%N/A0.089%
4/17/2025 Christensen King & Associates Investment Services Inc.8,357$836K0.4%+1.7%0.013%
4/17/2025 Stillwater Capital Advisors LLC17,996$1.75M0.2%+1.1%0.027%
4/17/2025 Sound Income Strategies LLC28,539$2.78M0.2%+24.0%0.043%
4/17/2025 Dynamic Advisor Solutions LLC4,223$412K0.0%-4.8%0.006%
4/16/2025 IAG Wealth Partners LLC350$34K0.0%-52.0%0.001%
4/16/2025 Wealth Enhancement Advisory Services LLC422,021$41.14M0.1%+690.9%0.642%
4/16/2025 RTD Financial Advisors Inc.90,584$8.83M1.2%+0.7%0.138%
4/16/2025 Salem Investment Counselors Inc.1,275$124K0.0%+47.9%0.002%
4/16/2025 Founders Grove Wealth Partners LLC4,470$436K0.1%+5.4%0.007%
4/16/2025 NorthCrest Asset Manangement LLC62,586$6.10M0.2%-4.3%0.095%
4/16/2025 Thomasville National Bank12,288$1.20M0.1%-6.6%0.019%
4/16/2025 Polianta Ltd74,800$7.29M3.5%+13.7%0.114%
4/16/2025 May Barnhard Investments LLC76,955$7.50M3.7%-3.2%0.117%
4/15/2025 Sapient Capital LLC23,096$2.25M0.0%+0.9%0.035%
4/15/2025 Fifth Third Bancorp64,094$6.25M0.0%-6.0%0.098%
4/15/2025 Capital Advisors Ltd. LLC73,160$7.13M0.9%-3.5%0.111%
4/15/2025 Thompson Investment Management Inc.7,983$778K0.1%+2.1%0.012%
4/15/2025 McKinley Carter Wealth Services Inc.26,176$2.55M0.2%-6.0%0.040%
4/15/2025 Mainsail Financial Group LLC28,747$2.80M1.6%+4.7%0.044%
4/15/2025 Ironwood Financial llc56,267$5.49M1.2%-1.8%0.086%
4/15/2025 USA Financial Formulas44,550$4.34M0.7%N/A0.068%
4/15/2025 MV Capital Management Inc.2,669$260K0.0%-5.5%0.004%
4/15/2025 Curated Wealth Partners LLC2,819$275K0.0%-14.6%0.004%
4/14/2025 Bruce G. Allen Investments LLC9,424$919K0.7%+16.6%0.014%
4/14/2025 Farther Finance Advisors LLC46,036$4.49M0.1%+84.3%0.070%
4/14/2025 Daymark Wealth Partners LLC4,477$436K0.0%-18.7%0.007%
4/14/2025 Courier Capital LLC55,112$5.37M0.4%+2.7%0.084%
Trump Treasure April 19 (Ad)

Thanks to President Trump… A $900 investment across5 specific cryptos… Could gain 12,000% so quickly that, just 12 months later…

If I’m right about this (like I was before) a modest $900 investment…
4/14/2025 CGC Financial Services LLC2,126$207K0.1%-6.5%0.003%
4/14/2025 Abacus Planning Group Inc.27,610$2.69M0.5%-2.2%0.042%
4/14/2025 Capital Investment Advisors LLC2,721$265K0.0%-12.1%0.004%
4/14/2025 Park Avenue Securities LLC2,098$205K0.0%N/A0.003%
4/14/2025 SOA Wealth Advisors LLC.30,747$3.00M0.4%-1.4%0.047%
4/14/2025 Greenspring Advisors LLC2,469$241K0.1%-44.5%0.004%
4/14/2025 Dentgroup LLC10,876$1.06M0.8%-1.2%0.017%
4/14/2025 Patriot Financial Group Insurance Agency LLC43,580$4.25M0.6%+8.1%0.066%
4/14/2025 Wedmont Private Capital7,979$778K0.0%+87.1%0.012%
4/14/2025 UMB Bank n.a.30,088$2.93M0.0%-2.5%0.046%
4/11/2025 Princeton Global Asset Management LLC644$63K0.0%-25.5%0.001%
4/11/2025 Intergy Private Wealth LLC9,056$883K0.3%+2.0%0.014%
4/11/2025 Fortress Financial Group LLC38,880$3.79M3.8%+4.2%0.059%
4/11/2025 Ehrlich Financial Group11,960$1.17M0.8%+7.5%0.018%
4/11/2025 Enclave Advisors LLC5,583$544K0.1%-32.1%0.008%
4/10/2025 Lake Street Private Wealth LLC88,622$8.64M1.4%+3.2%0.135%
4/10/2025 Wealth Management Partners LLC9,571$933K0.4%-2.9%0.015%
4/10/2025 TrueWealth Advisors LLC3,181$310K0.1%+8.5%0.005%
4/10/2025 Triangle Securities Wealth Management21,850$2.13M0.5%+1.2%0.033%
4/10/2025 Presilium Private Wealth LLC5,089$496K0.1%-30.5%0.008%
4/10/2025 Smith Anglin Financial LLC11,396$1.11M0.1%-10.5%0.017%
4/10/2025 Juncture Wealth Strategies LLC10,567$1.03M0.4%-3.8%0.016%
4/9/2025 InvesTrust31,438$3.07M0.8%+0.5%0.048%
4/9/2025 Fulton Bank N.A.3,169$309K0.0%-10.6%0.005%
4/9/2025 SigFig Wealth Management LLC9,422$916K0.0%+8.9%0.014%
4/8/2025 Fifth Third Wealth Advisors LLC3,758$366K0.0%N/A0.006%
4/8/2025 IFG Advisors LLC4,414$430K0.1%-4.8%0.007%
4/8/2025 Burns J W & Co. Inc. NY57,005$5.56M0.7%-15.1%0.087%
4/8/2025 Parallel Advisors LLC42,920$4.18M0.1%-0.8%0.065%
4/7/2025 First County Bank CT 53,551$5.22M2.9%-3.3%0.082%
4/7/2025 GAMMA Investing LLC57,806$5.64M0.0%+11,438.1%0.088%
4/7/2025 AdvisorNet Financial Inc3,055$298K0.0%+12.2%0.005%
4/4/2025 Quent Capital LLC50,971$4.97M0.5%+7.3%0.078%
4/4/2025 Baring Financial LLC20,750$2.02M1.7%+24.7%0.032%
4/3/2025 First Hawaiian Bank16,549$1.61M0.1%-7.2%0.025%
4/3/2025 First Citizens Financial Corp39,567$3.86M2.2%-0.3%0.060%
3/21/2025Prostatis Group LLC1,872$203K0.1%N/A0.003%
3/19/2025M1 Capital Management LLC23,895$2.60M1.4%N/A0.036%
3/17/2025 Wealth Enhancement Advisory Services LLC53,358$5.80M0.0%+6.6%0.081%
3/17/2025 NorthCrest Asset Manangement LLC65,366$7.10M0.2%-0.2%0.099%
3/7/2025Aegis Wealth Management LLC2,925$318K0.2%N/A0.004%
3/6/2025 Copia Wealth Management1,224$133K0.1%N/A0.002%
3/5/2025Probity Advisors Inc.174,823$18.99M3.7%-13.4%0.253%
3/3/2025American Investment Services Inc.14,893$1.62M0.3%+22.3%0.022%
3/3/2025Cim LLC3,234$351K0.0%+10.5%0.005%
2/28/2025Brooklyn FI LLC16,098$1.82M0.3%N/A0.023%
2/27/2025Carolinas Wealth Consulting LLC3,132$340K0.1%+7.2%0.005%
2/26/2025 Financial Advisory Corp4,676$508K0.1%N/A0.007%
2/25/2025Heck Capital Advisors LLC1,441$156K0.0%N/A0.002%
2/25/2025Garde Capital Inc.1,715$186K0.0%-5.4%0.002%
Trump Treasure April 19 (Ad)

Thanks to President Trump… A $900 investment across5 specific cryptos… Could gain 12,000% so quickly that, just 12 months later…

If I’m right about this (like I was before) a modest $900 investment…
2/20/2025Forum Financial Management LP2,155$234K0.0%N/A0.003%
2/20/2025Castlekeep Investment Advisors LLC26,085$2.83M0.5%N/A0.037%
2/18/2025Stonebridge Financial Planning Group LLC3,436$373K0.2%+2.8%0.005%
2/18/2025Inspire Trust Co. N.A.20,000$2.17M0.6%N/A0.029%
2/18/2025Pinkerton Retirement Specialists LLC5,626$611K0.1%N/A0.008%
2/18/2025Orion Capital Management LLC804$87K0.0%N/A0.001%
2/18/2025Novak & Powell Financial Services Inc.8,119$882K0.5%-57.1%0.012%
2/18/2025Focus Partners Advisor Solutions LLC23,975$2.60M0.0%+2.9%0.034%
2/18/2025First Heartland Consultants Inc.21,352$2.32M0.2%-37.7%0.031%
2/17/2025Waverly Advisors LLC160,220$17.40M0.3%-2.6%0.229%
(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, 818 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 ($380.29M), Morgan Stanley ($330.75M), FMR LLC ($282.53M), Wells Fargo & Company MN ($150.43M), M&T Bank Corp ($132.09M), UBS Group AG ($113.49M), and Prime Capital Investment Advisors LLC ($96.59M).Learn more on IJS's institutional investors.

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

Of the 642 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), Castlekeep Investment Advisors LLC ($2.88M), Raymond James Financial Inc. ($904.77K), Modera Wealth Management LLC ($740.44K), World Investment Advisors LLC ($715.92K), Modern Wealth Management LLC ($628.38K), and Orion Portfolio Solutions LLC ($583.81K).

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

Institutional investors have bought a total of 21,091,360 shares in the last 24 months. This purchase volume represents approximately $2.17B in transactions.

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

Of the 496 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), Truist Financial Corp ($595.44K), M&T Bank Corp ($582.34K), PNC Financial Services Group Inc. ($562.71K), LPL Financial LLC ($468.10K), Envestnet Asset Management Inc. ($422.11K), and Morgan Stanley ($375.68K).

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

Institutional investors have sold a total of 10,495,806 shares in the last 24 months. This volume of shares sold represents approximately $1.05B in transactions.



This page (NYSEARCA:IJS) was last updated on 4/19/2025 by MarketBeat.com Staff
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