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

iShares S&P Small-Cap 600 Value ETF logo
$140.69 +0.45 (+0.32%)
As of 03:50 PM Eastern
Compare

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)
381
Total
Institutional Inflows
(last 12 months)
$881.86M
Number of
Institutional Sellers
(last 12 months)
340
Total
Institutional Outflows
(last 12 months)
$455.98M
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IJS Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/5/2026USA Financial Formulas927,820$109.90M20.1%N/A1.548%
7/10/2026 JFS Wealth Advisors LLC71,803$9.81M0.5%-0.7%0.121%
7/10/2026 Sunesis Advisors LLC1,474$201K0.1%N/A0.002%
7/10/2026 City Holding Co.15,395$2.10M0.2%+5.3%0.026%
7/10/2026 Sherman Wealth Management LLC6,819$932K0.7%-1.4%0.012%
7/10/2026 Fulton Bank N.A.2,958$404K0.0%-15.9%0.005%
7/10/2026 Wealthcare Advisory Partners LLC2,042$279K0.0%-5.6%0.003%
7/9/2026 Kraft Davis & Associates LLC2,623$348K0.1%-37.9%0.004%
7/9/2026 Sapient Capital LLC47,818$6.54M0.1%+4.1%0.081%
7/9/2026 Corepath Wealth Partners LLC1,526$202K0.1%-11.7%0.003%
7/9/2026 Tactive Advisors LLC5,342$730K0.2%+54.5%0.009%
7/9/2026 Sax Wealth Advisors LLC65,132$8.90M0.3%+6.9%0.110%
7/9/2026 Valeo Financial Advisors LLC2,387$326K0.0%+23.7%0.004%
7/8/2026 Beaird Harris Wealth Management LLC5,588$764K0.0%-3.6%0.009%
7/8/2026 Baring Financial LLC27,598$3.77M2.1%-0.7%0.047%
7/8/2026 First Heartland Consultants Inc.63,826$8.72M0.6%+43.3%0.108%
7/8/2026 Evanson Financial LLC77,708$10.62M0.5%N/A0.132%
7/7/2026 First Citizens Financial Corp39,900$5.45M2.3%-1.2%0.068%
7/7/2026 GAMMA Investing LLC1,418$194K0.0%+78.1%0.002%
7/7/2026 Avior Wealth Management LLC34,320$4.69M0.1%+70.6%0.059%
7/7/2026 Harbor Investment Advisory LLC6,576$899K0.1%-10.1%0.011%
7/7/2026 CoreCap Advisors LLC4,979$681K0.0%-96.3%0.008%
7/2/2026 First County Bank CT50,032$6.84M3.2%-1.4%0.085%
6/22/2026 Sapient Capital LLC45,926$5.44M0.1%+14.6%0.075%
6/3/2026 Parallel Advisors LLC44,590$5.28M0.1%+0.6%0.073%
6/3/2026 NewEdge Advisors LLC24,072$2.85M0.0%-15.0%0.039%
6/2/2026Blue Edge Capital LLC39,779$4.71M0.6%+25.1%0.065%
6/1/2026Integrated Investment Consultants LLC2,118$251K0.1%-10.7%0.003%
5/29/2026 Ramiah Investment Group8,521$1.01M0.9%-70.0%0.014%
5/29/2026 Asset Dedication LLC41,689$4.94M0.3%-46.2%0.068%
5/26/2026Serenity Investment Advisors6,312$817K0.3%+1.3%0.010%
5/26/2026 Summit Financial Wealth Advisors LLC3,914$464K0.1%-18.2%0.006%
5/22/2026 Access Investment Management LLC32,568$3.86M1.0%-8.0%0.053%
5/20/2026 SOA Wealth Advisors LLC.25,708$3.05M0.3%-3.8%0.042%
5/19/2026Western Wealth Management LLC528$63K0.0%N/A0.001%
5/19/2026 Royal Fund Management LLC113,743$13.47M1.3%N/A0.186%
5/19/2026Bank of America Corp DE3,148,988$373.00M0.0%-2.9%5.145%
5/19/2026Centaurus Financial Inc.101,813$12.06M0.6%N/A0.166%
5/19/2026Cim LLC3,341$396K0.1%+35.8%0.005%
5/19/2026 Ashton Thomas Securities LLC2,006$238K0.0%N/A0.003%
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5/19/2026 Arkadios Wealth Advisors77,216$9.15M0.1%-2.0%0.126%
5/18/2026Sunbelt Securities Inc.2,049$243K0.0%+27.3%0.003%
5/18/2026 EverSource Wealth Advisors LLC574$68K0.0%-74.7%0.001%
5/18/2026Royal Bank of Canada550,910$65.25M0.0%+6.5%0.900%
5/16/2026Quantinno Capital Management LP36,939$4.38M0.0%+41.6%0.060%
5/15/2026Cardiff Park Advisors LLC23,568$2.79M0.2%-9.7%0.039%
5/15/2026 Gateway Wealth Partners LLC2,014$239K0.0%N/A0.003%
5/15/2026 Quadcap Wealth Management LLC19,579$2.32M0.3%-3.0%0.032%
5/15/2026Bradley Foster & Sargent Inc. CT2,113$250K0.0%-12.9%0.003%
5/15/2026Matrix Private Capital Group LLC1,547$183K0.1%N/A0.003%
5/15/2026Waverly Advisors LLC128,124$15.18M0.1%+2.0%0.209%
5/15/2026Asset Management Group Inc.84,406$10.00M1.6%-3.9%0.138%
5/15/2026 St. Louis Trust Co19,942$2.36M0.3%-0.4%0.033%
5/14/2026Renaissance Technologies LLC4,300$509K0.0%N/A0.007%
5/14/2026 Compound Planning Inc.10,584$1.25M0.0%-8.2%0.017%
5/14/2026Modern Wealth Management LLC411,838$48.87M0.8%+11,921.0%0.673%
5/14/2026Sei Investments Co.2,480$294K0.0%+34.9%0.004%
5/14/2026 Lido Advisors LLC108,067$12.80M0.0%+6.4%0.177%
5/13/2026 Cetera Investment Advisers250,385$29.66M0.0%+9.9%0.409%
5/13/2026 American Investment Services Inc.12,416$1.47M0.3%-2.7%0.020%
5/13/2026 Signature Equity Partners LLC2,150$255K0.1%-8.4%0.004%
5/13/2026 Alesco Advisors LLC An ESL Co12,052$1.43M0.0%-0.7%0.020%
5/13/2026 First Trust Advisors LP76,543$9.07M0.0%+875.2%0.125%
5/12/2026 Marin Bay Wealth Advisors LLC81,769$9.69M2.9%N/A0.134%
5/8/2026 PNC Financial Services Group Inc.554,609$65.69M0.0%-0.5%0.906%
5/8/2026 Summit Global Investments3,164$375K0.0%+2.6%0.005%
5/8/2026 Cassaday & Co Wealth Management LLC78,565$9.31M0.2%-0.8%0.128%
5/8/2026 Rice Partnership LLC267$32K0.0%-43.2%0.000%
5/7/2026 Parallel Advisors LLC44,590$5.28M0.1%+0.6%0.073%
5/7/2026 Koss Olinger Consulting LLC2,700$320K0.0%-5.8%0.004%
5/7/2026 Next Capital Management LLC5,496$651K0.2%+70.2%0.009%
5/7/2026 Valley Wealth Managers Inc.2,994$355K0.0%-12.2%0.005%
5/6/2026 Sterling Financial Planning Inc.76,707$9.09M2.7%-3.0%0.125%
5/6/2026 Modera Wealth Management LLC711,589$84.29M1.0%-3.7%1.163%
5/6/2026 Advisortrust Partners LLC302$36K0.0%N/A0.000%
5/6/2026 Astra Wealth Partners LLC22,351$2.65M1.6%+1.5%0.037%
5/6/2026 Assetmark Inc.234$28K0.0%+138.8%0.000%
5/6/2026 Bessemer Group Inc.1,788$212K0.0%-63.4%0.003%
5/6/2026 Gerald Baker Financial Group LLC44,322$4.81M1.6%N/A0.072%
5/6/2026Allspring Global Investments Holdings LLC41,529$4.93M0.0%+9,425.0%0.068%
5/6/2026 One Day In July LLC66,309$7.85M0.6%-5.1%0.108%
5/6/2026 Independent Financial Group LLC100,092$11.86M0.4%N/A0.164%
5/5/2026 D.A. Davidson & CO.5,302$628K0.0%-55.6%0.009%
5/5/2026 Bank of New York Mellon Corp20,118$2.38M0.0%-3.4%0.033%
5/5/2026Three Seasons Wealth LLC29,371$3.48M1.3%+464.0%0.048%
5/5/2026Sanctuary Advisors LLC12,548$1.49M0.0%+0.9%0.021%
5/5/2026 Sigma Planning Corp56,475$6.69M0.2%+7.2%0.092%
5/5/2026 Nwam LLC21,393$2.53M0.1%-0.4%0.035%
5/5/2026Broadview Financial Management LLC29,277$3.47M2.4%-0.9%0.048%
5/4/2026 Lutz Financial Services LLC42,331$5.01M0.3%-1.2%0.069%
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5/4/2026 Archer Investment Corp1,283$152K0.0%-23.4%0.002%
5/4/2026 Chicago Partners Investment Group LLC65,296$8.35M0.2%-2.4%0.107%
5/2/2026 Avion Wealth2,552$302K0.1%-5.8%0.004%
5/2/2026 Associated Banc Corp19,077$2.26M0.1%-4.7%0.031%
5/1/2026 Ferguson Wellman Capital Management Inc.2,205$261K0.0%N/A0.004%
5/1/2026 Capital Squared Financial LLC19,922$2.36M1.8%+2.5%0.033%
5/1/2026 Citizens Financial Group Inc. RI7,116$843K0.0%-2.1%0.012%
5/1/2026 Midwest Trust Co23,389$2.77M0.0%+3.1%0.038%
5/1/2026 Fifth Third Bancorp143,255$16.97M0.0%+164.8%0.234%
5/1/2026 WealthShield Partners LLC17,285$2.05M0.2%+4.1%0.028%


IJS Institutional Ownership - Frequently Asked Questions

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 Bank of America Corp DE ($373.00M), Morgan Stanley ($352.64M), FMR LLC ($282.53M), Wells Fargo & Company MN ($143.22M), Valpey Financial Services LLC ($122.03M), UBS Group AG ($119.83M), and USA Financial Formulas ($109.90M).Learn more on iShares S&P Small-Cap 600 Value ETF's 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.

Of the 666 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: Castlekeep Investment Advisors LLC ($2.91M), Valpey Financial Services LLC ($1.07M), Modern Wealth Management LLC ($1.05M), USA Financial Formulas ($972.37K), Raymond James Financial Inc. ($904.77K), World Investment Advisors LLC ($715.92K), and World Investment Advisors ($583.72K).

Institutional investors have bought a total of 7,700,529 shares in the last 24 months. This purchase volume represents approximately $881.86M in transactions.

Of the 339 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 ($622.24K), Northwestern Mutual Wealth Management Co. ($274.31K), Ameriprise Financial Inc. ($249.59K), Morgan Stanley ($241.34K), One Capital Management LLC ($234.65K), GW Henssler & Associates Ltd. ($215.86K), and Commonwealth Equity Services LLC ($162.22K).

Institutional investors have sold a total of 4,031,859 shares in the last 24 months. This volume of shares sold represents approximately $455.98M in transactions.


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Institutional ownership data for NYSEARCA:IJS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/5/2026. New 13F filings are added each quarter as they're published.
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