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S&P 500   4,027.81
DOW   32,717.60
QQQ   312.72
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S&P 500   4,027.81
DOW   32,717.60
QQQ   312.72
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3 More Downgrades To Put On Your Buy List 
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NYSEARCA:IJS

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

$91.73
+0.65 (+0.71%)
(As of 03/29/2023 12:00 AM ET)
Add
Compare
Today's Range
$90.96
$92.07
50-Day Range
$88.82
$106.56
52-Week Range
$82.09
$106.93
Volume
322,325 shs
Average Volume
611,660 shs
Market Capitalization
$6.88 billion
Assets Under Management
$6.82 billion
Dividend Yield
1.46%
Net Expense Ratio
0.18%

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

Number of
Institutional Buyers
(last 12 months)
561
Total
Institutional Inflows
(last 12 months)
$10.98 B
Number of
Institutional Sellers
(last 12 months)
356
Total
Institutional Outflows
(last 12 months)
$2.80 B
Skip Chart & View Institutional Buying and Selling Data

IJS Institutional Buying and Selling by Quarter

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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
3/22/2023Campion Asset Management14,492$1.32M1.3%+7.4%0.019%
3/15/2023B. Riley Wealth Advisors Inc.41,055$3.75M0.1%+11.3%0.055%
3/13/2023Claro Advisors LLC8,101$0.74M0.2%+1.7%0.011%
3/10/2023Financial Alternatives Inc5,970$0.55M0.5%N/A0.008%
3/6/2023Rockefeller Capital Management L.P.65,456$5.98M0.0%+2.0%0.087%
3/1/2023Willow Creek Wealth Management Inc.9,813$0.90M0.1%-1.0%0.013%
2/28/2023Mezzasalma Advisors LLC2,204$0.20M0.2%N/A0.003%
2/27/2023Gallagher Benefit Services Inc.3,103$0.28M0.1%N/A0.004%
2/27/2023Kalos Management Inc.9,661$0.88M2.0%+47.2%0.013%
2/24/2023SRS Capital Advisors Inc.236,971$21.64M3.0%N/A0.316%
2/21/2023Northwestern Mutual Wealth Management Co.664,611$60.69M0.1%+6.1%0.887%
2/21/2023B. Riley Wealth Advisors Inc.41,325$3.77M0.1%+12.0%0.055%
2/17/2023Truist Financial Corp856,151$78.18M0.1%+1.0%1.143%
2/16/2023GHP Investment Advisors Inc.225,057$20.55M1.4%-2.0%0.300%
2/16/2023American Trust4,914$0.45M0.0%N/A0.007%
2/16/2023Moneta Group Investment Advisors LLC1,582$8.52M0.2%-98.0%0.002%
2/16/2023Alliancebernstein L.P.10,463$0.96M0.0%+5.8%0.014%
2/16/2023Financial Advocates Investment Management72,881$3.03M0.2%+453.5%0.097%
2/16/2023Pacific Financial Group Inc.16,830$1.54M1.2%+6.5%0.022%
2/16/2023Personal Capital Advisors Corp2,473$0.23M0.0%N/A0.003%
2/16/2023Probity Advisors Inc.295,447$26.98M6.1%+0.4%0.394%
2/16/2023Resurgent Financial Advisors LLC11,131$1.02M0.5%+5.8%0.015%
2/16/2023United Capital Financial Advisers LLC744,256$67.96M0.4%-5.0%0.994%
2/16/2023Harbour Investments Inc.1,523$0.14M0.0%-81.8%0.002%
2/16/2023One Capital Management LLC304,931$27.84M1.5%+5.2%0.407%
2/15/2023Steward Partners Investment Advisory LLC85,007$7.76M0.1%+4.7%0.113%
2/15/2023CI Private Wealth LLC1,089,162$99.45M0.4%N/A1.454%
2/15/2023Smart Portfolios LLC2,844$0.26M0.5%N/A0.004%
2/15/2023Moneta Group Investment Advisors LLC93,295,641$8.52B0.2%+118,772.2%124.560%
2/15/2023Columbia Trust Co 010120163,907$0.36M0.2%+32.4%0.005%
2/15/2023Apollon Wealth Management LLC17,362$1.59M0.1%+186.8%0.023%
2/15/2023Captrust Financial Advisors122,790$11.21M0.1%+16.9%0.164%
2/15/2023IHT Wealth Management LLC13,736$1.25M0.1%+8.8%0.018%
2/15/2023SageView Advisory Group LLC7,933$0.72M0.1%N/A0.011%
2/15/2023Patriot Investment Management Group Inc.9,794$0.98M0.1%-7.0%0.013%
2/15/2023Waverly Advisors LLC293,295$26.78M1.5%+1,991.5%0.392%
2/15/2023Cahill Financial Advisors Inc.30,457$2.78M0.5%-23.1%0.041%
2/15/2023Kraft Davis & Associates LLC23,746$2.42M1.0%N/A0.032%
2/15/2023Cerity Partners LLC30,920$13.26M0.1%-78.3%0.041%
2/15/2023Vicus Capital85,123$7.77M0.9%+19.1%0.114%
2/15/2023Smith Anglin Financial LLC150,376$13.73M2.6%+5.6%0.201%
2/15/2023Stokes Family Office LLC61,050$5.57M0.7%-3.8%0.082%
2/15/2023Money Concepts Capital Corp1,029$94K0.0%+1,674.1%0.001%
2/15/2023Morgan Stanley4,068,333$371.48M0.0%-3.7%5.432%
2/15/2023Mariner LLC367,226$33.53M0.1%+13.9%0.490%
2/15/2023Exencial Wealth Advisors LLC323,462$29.54M1.6%-3.5%0.432%
2/15/2023Equitable Holdings Inc.15,110$1.38M0.0%-12.7%0.020%
2/15/2023Financial Freedom LLC3,003$0.27M0.2%N/A0.004%
2/15/2023Financial Partners Group Inc8,419$0.87M0.2%+23.6%0.011%
2/15/2023Frontier Asset Management LLC13,389$1.22M0.6%N/A0.018%
2/15/2023Asset Management Group Inc.93,007$8.49M2.0%+0.8%0.124%
2/15/2023Azimuth Capital Investment Management LLC4,670$0.43M0.0%-11.0%0.006%
2/15/2023ICA Group Wealth Management LLC1,040$95K0.0%N/A0.001%
2/14/2023SJA Financial Advisory LLC36,395$3.32M3.0%N/A0.049%
2/14/2023Price T Rowe Associates Inc. MD14,156$1.29M0.0%-10.6%0.019%
2/14/2023FFT Wealth Management LLC9,236$0.84M0.1%N/A0.012%
2/14/2023Lumature Wealth Partners LLC17,354$1.59M0.9%+1.0%0.023%
2/14/2023Cetera Advisor Networks LLC46,457$4.24M0.0%-16.9%0.062%
2/14/2023Cetera Investment Advisers43,159$3.94M0.0%+95.0%0.058%
2/14/2023Cetera Advisors LLC21,677$1.98M0.0%-40.0%0.029%
2/14/2023Nelson Van Denburg & Campbell Wealth Management Group LLC6,679$0.61M0.0%-7.4%0.009%
2/14/2023Grey Fox Wealth Advisors LLC1,310$0.12M0.1%N/A0.002%
2/14/2023Tobias Financial Advisors Inc.13,334$1.22M0.4%-1.1%0.018%
2/13/2023Financial Planning & Information Services Inc.28,465$2.60M0.6%+6.9%0.038%
2/13/2023Pathstone Family Office LLC1,264$1.08M0.0%N/A0.002%
2/13/2023Prio Wealth Limited Partnership9,830$0.90M0.0%N/A0.013%
2/13/2023First Republic Investment Management Inc.143,217$13.08M0.0%+2.9%0.191%
2/13/2023Deutsche Bank AG3,884$0.36M0.0%+104.4%0.005%
2/13/2023Brown Advisory Inc.6,230$0.57M0.0%+46.2%0.008%
2/13/2023Johnson Financial Group Inc.707$65K0.0%-21.5%0.001%
2/13/2023Northeast Financial Consultants Inc78,303$7.15M0.5%-20.8%0.105%
2/13/2023Oxler Private Wealth LLC43,811$4M2.2%-3.3%0.058%
2/13/2023Baird Financial Group Inc.350,966$32.05M0.1%-0.1%0.469%
2/13/2023Wealthcare Advisory Partners LLC3,305$0.30M0.0%+11.3%0.004%
2/13/2023BOKF NA100,516$9.18M0.2%+2.9%0.134%
2/13/20231834 Investment Advisors Co.67,429$6.16M0.9%-4.8%0.090%
2/13/2023Integrated Wealth Concepts LLC13,492$1.23M0.0%-3.6%0.018%
2/13/2023Resolute Financial LLC18,765$1.71M1.5%+2.4%0.025%
2/13/2023Wells Fargo & Company MN2,010,182$183.55M0.1%+5.6%2.684%
2/13/2023Heritage Wealth Management LLC556$51K0.0%+227.1%0.001%
2/13/2023Barclays PLC430$39K0.0%N/A0.001%
2/13/2023Renaissance Technologies LLC3,100$0.28M0.0%-31.1%0.004%
2/13/2023RPg Family Wealth Advisory LLC3,611$0.33M0.2%+12.2%0.005%
2/13/2023Blue Edge Capital LLC79,078$7.22M1.6%+3.9%0.106%
2/13/2023Credit Suisse AG14,176$1.29M0.0%-25.2%0.019%
2/13/2023Bellwether Advisors LLC1,018$93K0.0%+68.3%0.001%
2/13/2023Texas Yale Capital Corp.37,000$3.38M0.2%-3.9%0.049%
2/13/2023Atria Wealth Solutions Inc.45,046$4.11M0.1%+23.2%0.060%
2/13/2023JFS Wealth Advisors LLC91,718$8.38M0.8%-9.4%0.122%
2/13/2023Bridges Investment Management Inc.21,631$1.98M0.1%-3.4%0.029%
2/13/2023Merriman Wealth Management LLC2,486$0.23M0.0%-8.9%0.003%
2/13/2023Marco Investment Management LLC2,292$0.21M0.0%N/A0.003%
2/13/2023Wintrust Investments LLC23,912$2.18M0.3%+2.6%0.032%
2/13/2023M&T Bank Corp1,915,313$176.93M0.7%+43.1%2.557%
2/13/2023M Holdings Securities Inc.2,283$0.21M0.0%N/A0.003%
2/13/2023Quadrant Capital Group LLC2,330$0.21M0.0%+141.2%0.003%
2/10/2023First Western Trust Bank4,529$0.41M0.0%+61.0%0.006%
2/10/2023Thompson Siegel & Walmsley LLC10,300$0.94M0.0%-1.7%0.014%
2/10/2023Bank of America Corp DE3,775,071$344.70M0.0%+3.8%5.040%
2/10/2023Creative Planning150,618$13.75M0.0%-3.4%0.201%
(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, 870 institutional investors and hedge funds held shares of iShares S&P Small-Cap 600 Value ETF. The most heavily invested institutionals were Private Advisor Group LLC ($418.15M), Morgan Stanley ($371.48M), Bank of America Corp DE ($344.70M), Wells Fargo & Company MN ($183.55M), M&T Bank Corp ($176.93M), Clark Capital Management Group Inc. ($139.14M), and Envestnet Asset Management Inc. ($136.34M).Learn more on IJS's institutional investors.

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

Of the 776 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: Moneta Group Investment Advisors LLC ($93.24M), Envestnet Asset Management Inc. ($10.01M), MFA Wealth Advisors LLC ($4.01M), Exencial Wealth Advisors LLC ($3.02M), Advisor Group Holdings Inc. ($2.81M), Merriman Wealth Management LLC ($2.54M), and LPL Financial LLC ($1.96M).

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

Institutional investors have bought a total of 148,512,062 shares in the last 24 months. This purchase volume represents approximately $13.91B in transactions.

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

Of the 494 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: Jones Financial Companies Lllp ($12.25M), Envestnet Asset Management Inc. ($6.18M), Exencial Wealth Advisors LLC ($3.04M), Merriman Wealth Management LLC ($2.59M), Advisor Group Holdings Inc. ($2.33M), Barber Financial Group Inc. ($1.35M), and Bank of New York Mellon Corp ($1.05M).

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

Institutional investors have sold a total of 45,134,453 shares in the last 24 months. This volume of shares sold represents approximately $4.20B in transactions.

This page (NYSEARCA:IJS) was last updated on 3/30/2023 by MarketBeat.com Staff