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

iShares S&P Small-Cap 600 Value ETF logo
$104.05 +0.63 (+0.61%)
Closing price 07/25/2025 04:10 PM Eastern
Extended Trading
$104.05 0.00 (0.00%)
As of 07/25/2025 05:22 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)

Current
Institutional Ownership
Percentage
71.86%
Number of
Institutional Buyers
(last 12 months)
449
Total
Institutional Inflows
(last 12 months)
$1.15B
Number of
Institutional Sellers
(last 12 months)
383
Total
Institutional Outflows
(last 12 months)
$475.42M
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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
7/25/2025 Atria Wealth Solutions Inc.3,565$355K0.0%-94.5%0.006%
7/25/2025 Envestnet Portfolio Solutions Inc.15,558$1.55M0.0%+4.9%0.026%
7/25/2025 Wealth Architects LLC112,540$11.20M1.1%+11.3%0.185%
7/25/2025 St. Louis Trust Co20,020$1.99M0.3%-43.8%0.033%
7/25/2025 Almanack Investment Partners LLC.3,495$348K0.1%N/A0.006%
7/25/2025 Ellis Investment Partners LLC147,294$14.65M2.8%-0.7%0.243%
7/25/2025 GW Henssler & Associates Ltd.342,838$34.11M1.8%+2.7%0.565%
7/25/2025 Prostatis Group LLC5,795$577K0.2%+125.5%0.010%
7/25/2025 SPC Financial Inc.248,243$24.70M2.1%+2.2%0.409%
7/25/2025 CWM LLC18,319$1.82M0.0%+13.4%0.030%
7/25/2025 Concurrent Investment Advisors LLC39,692$3.95M0.1%-28.4%0.065%
7/25/2025 Johnson Investment Counsel Inc.5,672$564K0.0%-6.4%0.009%
7/25/2025 GFS Advisors LLC12,773$1.27M0.2%-6.5%0.021%
7/25/2025 Apollon Wealth Management LLC10,339$1.03M0.0%-15.1%0.017%
7/25/2025 Fifth Third Wealth Advisors LLC4,139$412K0.0%+10.1%0.007%
7/25/2025 PrairieView Partners LLC21,047$2.09M0.2%-0.7%0.035%
7/24/2025 Trust Co. of Toledo NA OH303$30K0.0%N/A0.000%
7/24/2025 JFS Wealth Advisors LLC81,403$8.10M0.5%-4.0%0.134%
7/24/2025 Thompson Investment Management Inc.8,387$834K0.1%+5.1%0.014%
7/24/2025 Cyndeo Wealth Partners LLC6,246$621K0.0%N/A0.010%
7/24/2025 3Chopt Investment Partners LLC10,069$1.00M0.2%-2.5%0.017%
7/24/2025 McKinley Carter Wealth Services Inc.29,932$2.98M0.2%+14.3%0.049%
7/24/2025 Blair William & Co. IL8,436$839K0.0%-19.1%0.014%
7/24/2025 CarsonAllaria Wealth Management Ltd.953$95K0.1%+14.4%0.002%
7/24/2025 Capital Advisors Ltd. LLC72,086$7.17M0.9%-1.5%0.119%
7/24/2025 MSH Capital Advisors LLC25,036$2.49M0.7%+1.2%0.041%
7/24/2025 US Bancorp DE67,174$6.68M0.0%-13.2%0.111%
7/23/2025 Columbus Macro LLC2,238$223K0.0%N/A0.004%
7/23/2025 First Merchants Corp19,460$1.94M0.1%-1.8%0.032%
7/23/2025 LifeSteps Financial Inc.21,511$2.14M1.5%+4.5%0.035%
7/23/2025 Lansing Street Advisors45,801$4.56M1.4%-52.6%0.075%
7/23/2025 Pure Portfolios Holdings LLC4,803$478K0.2%+7.8%0.008%
7/23/2025 Sax Wealth Advisors LLC65,120$6.48M0.4%-17.6%0.107%
7/23/2025 RMG Wealth Management LLC302$31K0.0%N/A0.000%
7/23/2025 Tcfg Wealth Management LLC4,898$487K0.2%N/A0.008%
7/23/2025 Country Club Bank15,376$1.53M0.1%-1.8%0.025%
7/23/2025 KPP Advisory Services LLC2,573$256K0.1%-9.1%0.004%
7/23/2025 Prime Capital Investment Advisors LLC855,227$85.09M1.1%-3.5%1.408%
7/22/2025 Evensky & Katz LLC33,686$3.35M0.2%-22.3%0.055%
7/22/2025 Valpey Financial Services LLC9,492$944K0.7%N/A0.016%
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7/22/2025 Grimes & Company Inc.3,133$312K0.0%-3.4%0.005%
7/22/2025 Hubbell Strickland Wealth Management LLC5,348$532K0.2%-5.8%0.009%
7/22/2025 JSF Financial LLC4,630$461K0.1%+26.7%0.008%
7/21/2025 Quent Capital LLC46,224$4.60M0.4%-9.3%0.076%
7/21/2025 Ameritas Advisory Services LLC5,004$498K0.0%-23.7%0.008%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management42,541$4.23M0.1%-5.8%0.070%
7/21/2025 HighMark Wealth Management LLC1,549$154K0.1%+283.4%0.003%
7/21/2025 Abacus Planning Group Inc.52,954$5.27M0.6%+91.8%0.087%
7/21/2025 Pacific Financial Group Inc.12,582$1.25M1.0%-10.5%0.021%
7/21/2025 Hilltop National Bank1,013$101K0.0%N/A0.002%
7/21/2025 Patriot Financial Group Insurance Agency LLC45,036$4.48M0.5%+3.3%0.074%
7/18/2025 Philip James Wealth Mangement LLC2,264$225K0.0%+7.1%0.004%
7/18/2025 Vicus Capital5,618$559K0.0%-2.0%0.009%
7/18/2025 Pure Financial Advisors LLC5,512$548K0.0%+6.9%0.009%
7/18/2025 SOA Wealth Advisors LLC.28,765$2.86M0.3%-6.4%0.047%
7/18/2025 SigFig Wealth Management LLC11,333$1.13M0.0%+20.3%0.019%
7/18/2025 PBMares Wealth Management LLC10,119$1.01M0.2%+1.5%0.017%
7/18/2025 Liberty Capital Management Inc.32,068$3.19M0.6%+5.4%0.053%
7/18/2025 Truist Financial Corp158,403$15.76M0.0%-7.9%0.261%
7/17/2025 One Wealth Advisors LLC25,887$2.58M0.4%-3.3%0.043%
7/17/2025 Mainsail Financial Group LLC29,713$3.01M1.4%+3.4%0.049%
7/17/2025 Park Place Capital Corp11,947$1.22M0.3%-3.8%0.020%
7/17/2025 Capital Investment Advisors LLC2,862$285K0.0%+5.2%0.005%
7/17/2025 Northwest Wealth Management LLC5,527$550K0.1%+3.6%0.009%
7/17/2025 HB Wealth Management LLC2,085$207K0.0%-10.5%0.003%
7/17/2025 Janney Montgomery Scott LLC36,961$3.68M0.0%-15.7%0.061%
7/17/2025 Campion Asset Management10,488$1.04M0.8%-1.6%0.017%
7/17/2025 Smith Anglin Financial LLC9,581$953K0.1%-15.9%0.016%
7/17/2025 Smith Chas P & Associates PA Cpas3,351$333K0.0%-8.4%0.006%
7/17/2025 Oakworth Capital Inc.1,323$132K0.0%-22.7%0.002%
7/17/2025 Fifth Third Securities Inc.5,302$527K0.0%-5.2%0.009%
7/17/2025 Enclave Advisors LLC3,538$352K0.1%-36.6%0.006%
7/17/2025 Fiduciary Advisors Inc.4,130$411K0.4%+3.5%0.007%
7/17/2025 Sound Income Strategies LLC5,621$559K0.0%-80.3%0.009%
7/17/2025 First County Bank CT 51,045$5.08M2.7%-4.7%0.084%
7/17/2025 Global Trust Asset Management LLC2,441$243K0.1%-11.3%0.004%
7/17/2025 Smith Salley Wealth Management2,614$260K0.0%N/A0.004%
7/17/2025 Coastline Trust Co1,397$139K0.0%-26.9%0.002%
7/17/2025 Avior Wealth Management LLC21,765$2.17M0.1%+0.6%0.036%
7/17/2025 Neumann Capital Management LLC26,520$2.64M0.8%+4.1%0.044%
7/16/2025 Squire Investment Management Company LLC9,761$971K0.4%+12.3%0.016%
7/16/2025 ORG Partners LLC1,797$184K0.0%+6.3%0.003%
7/16/2025 Stillwater Capital Advisors LLC18,116$1.80M0.2%+0.7%0.030%
7/16/2025 Kendall Capital Management6,229$620K0.2%+8.5%0.010%
7/16/2025 Vestia Personal Wealth Advisors5,510$548K0.4%-6.5%0.009%
7/16/2025 1834 Investment Advisors Co.35,560$3.54M0.4%-4.1%0.059%
7/16/2025 Fortune Financial Advisors LLC2,098$209K0.2%-4.7%0.003%
7/15/2025 Total Wealth Planning LLC7,896$786K0.1%N/A0.013%
7/15/2025 TD Private Client Wealth LLC9,660$961K0.0%-6.7%0.016%
7/15/2025 Mather Group LLC.16,861$1.68M0.0%+8.9%0.028%
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7/15/2025 Evanson Asset Management LLC77,392$7.70M0.5%-0.7%0.127%
7/15/2025 Ballentine Partners LLC26,076$2.59M0.0%-2.2%0.043%
7/15/2025 Axis Wealth Partners LLC4,717$469K0.3%+116.4%0.008%
7/15/2025 Fifth Third Bancorp59,309$5.90M0.0%-7.5%0.098%
7/15/2025 MCF Advisors LLC10,881$1.08M0.1%-8.9%0.018%
7/15/2025 RTD Financial Advisors Inc.88,873$8.84M1.1%-1.9%0.146%
7/15/2025 Financial Partners Group Inc7,441$740K0.1%-2.5%0.012%
7/15/2025 Bfsg LLC4,075$405K0.0%-11.1%0.007%
7/14/2025 Occidental Asset Management LLC60,806$6.05M0.8%+15.1%0.100%
7/14/2025 Baring Financial LLC22,132$2.20M1.6%+6.7%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, 821 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), UBS Group AG ($113.49M), Ameriprise Financial Inc. ($89.91M), and Prime Capital Investment Advisors LLC ($85.09M).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 654 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. ($3.72M), Castlekeep Investment Advisors LLC ($2.91M), Raymond James Financial Inc. ($904.77K), Modera Wealth Management LLC ($740.44K), World Investment Advisors LLC ($715.92K), Modern Wealth Management LLC ($643.84K), 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 10,814,603 shares in the last 24 months. This purchase volume represents approximately $1.15B in transactions.

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

Of the 380 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 ($877.35K), World Investment Advisors ($356.32K), FMR LLC ($309.22K), Wealth Enhancement Advisory Services LLC ($150.85K), Commonwealth Equity Services LLC ($130.11K), LPL Financial LLC ($110.88K), and Family Firm Inc. ($100.54K).

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

Institutional investors have sold a total of 4,633,585 shares in the last 24 months. This volume of shares sold represents approximately $475.42M in transactions.



This page (NYSEARCA:IJS) was last updated on 7/26/2025 by MarketBeat.com Staff
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