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

$100.98
+1.18 (+1.18%)
(As of 05/9/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
404
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
344
Total
Institutional Outflows
(last 12 months)
$550.78M
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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
5/10/2024Wintrust Investments LLC28,623$2.94M0.3%+4.0%0.041%
5/10/2024Nwam LLC19,790$1.98M0.2%-12.3%0.028%
5/9/2024Blair William & Co. IL10,085$1.04M0.0%+4.7%0.014%
5/9/2024Maple Capital Management Inc.4,141$426K0.0%+7.8%0.006%
5/8/2024Cozad Asset Management Inc.7,539$775K0.1%-5.9%0.011%
5/8/2024MAI Capital Management167,240$17.19M0.2%+4.4%0.239%
5/8/2024Bleakley Financial Group LLC2,081$214K0.0%-5.5%0.003%
5/8/2024Heritage Wealth Advisors6,270$644K0.0%-7.3%0.009%
5/8/2024Avantax Advisory Services Inc.75,267$7.73M0.1%+0.9%0.108%
5/8/2024US Bancorp DE99,290$10.20M0.0%-7.9%0.142%
5/8/2024 Watershed Private Wealth LLC2,217$228K0.1%-30.3%0.003%
5/8/2024 Thoroughbred Financial Services LLC3,570$366K0.0%+50.6%0.005%
5/7/2024 GW Henssler & Associates Ltd.306,851$31.53M1.9%+8.8%0.439%
5/7/2024 Concurrent Investment Advisors LLC45,447$4.67M0.2%+197.4%0.065%
5/7/2024 Atomi Financial Group Inc.55,553$5.71M0.5%+170.6%0.079%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management44,808$4.60M0.1%-2.2%0.064%
5/7/2024 Wealthspire Advisors LLC7,981$820K0.0%-4.9%0.011%
5/7/2024 Mystic Asset Management Inc.6,725$691K0.3%+6.3%0.010%
5/6/2024 Envestnet Portfolio Solutions Inc.11,672$1.20M0.0%-90.2%0.017%
5/6/2024 Advisory Services Network LLC30,824$3.17M0.1%-29.2%0.044%
5/4/2024 SPC Financial Inc.239,425$24.60M2.3%+2.3%0.342%
5/4/2024 Geneos Wealth Management Inc.810$83K0.0%-93.2%0.001%
5/4/2024 9258 Wealth Management LLC3,673$377K0.1%-6.8%0.005%
5/4/2024 Valley Wealth Managers Inc.6,568$675K0.1%+11.0%0.009%
5/3/2024 Avidian Wealth Solutions LLC45,492$4.68M0.2%-7.5%0.065%
5/3/2024 Southern Capital Advisors LLC50,036$5.14M3.1%+1.3%0.072%
5/3/2024 Larson Financial Group LLC47,857$4.92M0.4%+98.0%0.068%
5/3/2024 Etfidea LLC119,831$12.31M4.2%+1.5%0.171%
5/3/2024 Lutz Financial Services LLC44,940$4.62M0.4%-1.0%0.064%
5/2/2024 Mutual Advisors LLC36,728$3.77M0.1%-2.2%0.053%
5/2/2024 Salomon & Ludwin LLC77,951$8.01M0.7%-0.2%0.111%
5/2/2024 Financial Counselors Inc.25,203$2.59M0.0%+2.2%0.036%
5/2/2024 Peregrine Asset Advisers Inc.9,641$991K0.4%-1.8%0.014%
5/2/2024 Shoker Investment Counsel Inc.4,558$462K0.2%-2.8%0.007%
5/2/2024 Centerpoint Advisors LLC41,907$4.31M1.6%-3.0%0.060%
5/2/2024 Quent Capital LLC45,979$4.73M0.6%+3.0%0.066%
5/2/2024 Clear Investment Research LLC3,167$325K0.4%+7.2%0.005%
5/2/2024 Almanack Investment Partners LLC.2,634$271K0.0%N/A0.004%
5/2/2024 Goelzer Investment Management Inc.20,893$2.15M0.1%-4.8%0.030%
5/2/2024 Choreo LLC6,604$679K0.0%-24.9%0.009%
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5/2/2024 Family Firm Inc.72,201$7.42M1.8%+1.8%0.103%
5/2/2024 Access Investment Management LLC73,315$7.53M2.5%-6.4%0.105%
5/1/2024 1834 Investment Advisors Co.50,343$5.17M0.6%-11.5%0.072%
5/1/2024 Janney Montgomery Scott LLC46,239$4.75M0.0%-9.0%0.066%
5/1/2024 Concourse Financial Group Securities Inc.3,863$397K0.0%-7.8%0.006%
5/1/2024 Mission Wealth Management LP1,958$201K0.0%-23.2%0.003%
4/30/2024 Private Advisor Group LLC26,561$2.73M0.0%-3.5%0.038%
4/30/2024 J.W. Cole Advisors Inc.4,648$475K0.0%-16.0%0.007%
4/30/2024 Fortis Group Advisors LLC317$33K0.0%-50.0%0.000%
4/30/2024 Foundry Financial Group Inc.52,416$5.39M3.8%+12.0%0.075%
4/30/2024 Valley Forge Investment Consultants Inc. ADV6,867$706K0.3%-23.0%0.010%
4/30/2024Concord Wealth Partners791$81K0.0%+39.3%0.001%
4/30/2024 Strategic Wealth Partners Group LLC52,759$5.42M0.6%-2.0%0.075%
4/30/2024 Granite Bay Wealth Management LLC10,625$1.09M0.6%-88.6%0.015%
4/30/2024 JMG Financial Group Ltd.6,050$622K0.0%+20.1%0.009%
4/30/2024 Arkadios Wealth Advisors4,043$415K0.0%+8.4%0.006%
4/30/2024 Unionview LLC14,308$1.47M1.2%+12.0%0.020%
4/30/2024 Hazlett Burt & Watson Inc.7,596$781K0.5%+2.9%0.011%
4/29/2024Commonwealth Equity Services LLC577,573$59.35M0.1%-17.7%0.825%
4/29/2024 Mcdaniel Terry & Co.4,261$438K0.0%N/A0.006%
4/29/2024 FAS Wealth Partners Inc.11,894$1.22M0.1%+3.7%0.017%
4/29/2024 Greenleaf Trust45,573$4.68M0.0%-1.5%0.065%
4/29/2024 RWA Wealth Partners LLC4,900$503K0.0%+2.2%0.007%
4/29/2024 Crescent Grove Advisors LLC46,463$4.78M0.5%-1.1%0.066%
4/29/2024 HighMark Wealth Management LLC6,211$638K0.4%-32.0%0.009%
4/27/2024 Glass Jacobson Investment Advisors llc24,930$2.56M1.0%+3.4%0.036%
4/26/2024 Pinnacle Associates Ltd.27,856$2.86M0.0%-1.1%0.040%
4/26/2024 Carlton Hofferkamp & Jenks Wealth Management LLC5,600$541K0.2%+38.2%0.008%
4/26/2024 LifeSteps Financial Inc.22,324$2.29M1.7%-0.6%0.032%
4/26/2024 JNBA Financial Advisors7,036$723K0.1%-7.2%0.010%
4/26/2024 McKinley Carter Wealth Services Inc.33,477$3.44M0.2%-4.0%0.048%
4/26/2024 Clear Creek Financial Management LLC4,964$510K0.1%+12.9%0.007%
4/26/2024 Chicago Partners Investment Group LLC74,921$7.35M0.3%+1.4%0.107%
4/25/2024 Lindbrook Capital LLC394$40K0.0%-55.8%0.001%
4/25/2024 One Day In July LLC111,979$11.51M1.5%-0.7%0.160%
4/25/2024 Bridges Investment Management Inc.18,944$1.95M0.1%-5.5%0.027%
4/25/2024 Capital Investment Advisory Services LLC5,351$550K0.1%+2.6%0.008%
4/25/2024 IFG Advisors LLC3,584$368K0.1%+16.8%0.005%
4/25/2024 Summit Financial LLC20,653$2.12M0.1%+1.4%0.029%
4/25/2024 IAG Wealth Partners LLC1,468$151K0.0%+230.6%0.002%
4/25/2024 Cambridge Investment Research Advisors Inc.233,230$23.97M0.1%+2.2%0.333%
4/24/2024 Private Trust Co. NA7,680$789K0.1%-20.5%0.011%
4/24/2024 Zhang Financial LLC12,890$1.33M0.1%-2.3%0.018%
4/24/2024 Oxler Private Wealth LLC26,236$2.70M1.1%-2.1%0.037%
4/24/2024 Blue Bell Private Wealth Management LLC2,990$307K0.1%-24.6%0.004%
4/24/2024 Smith Anglin Financial LLC14,470$1.49M0.2%-18.6%0.021%
4/24/2024 Simplicity Wealth LLC2,081$214K0.0%N/A0.003%
4/24/2024 NBT Bank N A NY777$80K0.0%-24.8%0.001%
4/24/2024 Spire Wealth Management12,125$1.25M0.1%-12.3%0.017%
4/24/2024 Essex Financial Services Inc.3,014$310K0.0%-7.2%0.004%
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4/23/2024 Bfsg LLC22,506$2.31M0.3%-21.6%0.032%
4/23/2024 Milestone Asset Management LLC23,481$2.41M0.7%N/A0.034%
4/23/2024 Global Retirement Partners LLC3,919$403K0.0%-31.1%0.006%
4/23/2024 Morton Brown Family Wealth LLC2,932$301K0.1%-34.2%0.004%
4/23/2024 TrueWealth Advisors LLC2,933$301K0.1%-15.4%0.004%
4/23/2024 Fifth Third Bancorp75,453$7.75M0.0%-6.7%0.108%
4/23/2024 Warner Financial Inc.2,507$258K0.1%N/A0.004%
4/23/2024 Raymond James Financial Services Advisors Inc.149,004$15.31M0.0%-29.1%0.213%
4/23/2024 Sapient Capital LLC15,573$1.60M0.0%+62.8%0.022%
4/22/2024 Rovin Capital UT ADV25,534$2.62M1.1%+89.9%0.036%
(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, 841 institutional investors and hedge funds held shares of iShares S&P Small-Cap 600 Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($501.81M), Bank of America Corp DE ($344.70M), Morgan Stanley ($330.75M), Wells Fargo & Company MN ($150.29M), UBS Group AG ($113.49M), M&T Bank Corp ($105.65M), and FMR LLC ($102.96M).Learn more on IJS's institutional investors.

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

Of the 712 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. ($9.55M), LPL Financial LLC ($1.25M), M&T Bank Corp ($989.19K), CWM LLC ($956.76K), Cambridge Investment Research Advisors Inc. ($756.34K), Modera Wealth Management LLC ($744.34K), and Bank of Montreal Can ($717.84K).

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

Institutional investors have bought a total of 31,933,808 shares in the last 24 months. This purchase volume represents approximately $2.98B in transactions.

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

Of the 500 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: Envestnet Asset Management Inc. ($6.44M), Jones Financial Companies Lllp ($6.23M), Merriman Wealth Management LLC ($1.49M), Truist Financial Corp ($1.16M), CWM LLC ($950.74K), Barber Financial Group Inc. ($837.91K), and Park Avenue Securities LLC ($622.03K).

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

Institutional investors have sold a total of 28,310,226 shares in the last 24 months. This volume of shares sold represents approximately $2.49B in transactions.


This page (NYSEARCA:IJS) was last updated on 5/10/2024 by MarketBeat.com Staff

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