Go Pro
→ Porter flew 3,300 miles to investigate this system (From Porter & Company) (Ad)tc pixel Free IJS Stock Alerts

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

iShares S&P Small-Cap 600 Value ETF logo
$136.68 +0.10 (+0.07%)
As of 04:10 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)
376
Total
Institutional Inflows
(last 12 months)
$884.34M
Number of
Institutional Sellers
(last 12 months)
336
Total
Institutional Outflows
(last 12 months)
$430.33M
Get IJS Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares S&P Small-Cap 600 Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP78,821$10.77M0.0%-15.4%0.131%
8/24/2026 Serenity Investment Advisors6,137$844K0.4%-2.8%0.010%
8/23/2026 Hyundai Investments Co. Ltd.4,556$621K0.7%-22.2%0.008%
8/23/2026 Ameritas Advisory Services LLC5,766$788K0.0%+240.6%0.010%
8/23/2026 Insight Inv LLC1,238$169K0.1%-19.5%0.002%
8/23/2026 HB Wealth Management LLC34,529$4.72M0.0%+7.9%0.058%
8/23/2026 Azimuth Capital Investment Management LLC32,319$4.42M0.1%-1.5%0.054%
8/22/2026 Advisory Solutions Group LLC2,630$359K0.1%N/A0.004%
8/22/2026 Three Seasons Wealth LLC19,949$2.73M0.2%-32.1%0.033%
8/22/2026 TD Waterhouse Canada Inc.2,105$287K0.0%+5.3%0.004%
8/22/2026 Concurrent Investment Advisors LLC188,438$25.76M0.2%+208.7%0.314%
8/21/2026 Rodgers & Associates LTD52,262$7.14M0.5%+5.1%0.087%
8/21/2026 Continuum Advisory LLC1,088$149K0.0%N/A0.002%
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%0.080%
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%0.067%
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%
6/2/2026 Blue Edge Capital LLC39,779$4.71M0.6%+25.1%0.065%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
6/1/2026 Integrated 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%
5/26/2026 Serenity 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%
5/19/2026 Western Wealth Management LLC528$63K0.0%N/A0.001%
5/19/2026 Royal Fund Management LLC113,743$13.47M1.3%N/A0.186%
5/19/2026 Bank of America Corp DE3,148,988$373.00M0.0%-2.9%5.145%
5/19/2026 Centaurus Financial Inc.101,813$12.06M0.6%N/A0.166%
5/19/2026 Cim LLC3,341$396K0.1%+35.8%0.005%
5/19/2026 Ashton Thomas Securities LLC2,006$238K0.0%N/A0.003%
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%
5/18/2026 Royal Bank of Canada550,910$65.25M0.0%+6.5%0.900%
5/16/2026 Quantinno Capital Management LP36,939$4.38M0.0%+41.6%0.060%
5/15/2026 Cardiff 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%
5/15/2026 Bradley Foster & Sargent Inc. CT2,113$250K0.0%-12.9%0.003%
5/15/2026 Matrix Private Capital Group LLC1,547$183K0.1%N/A0.003%
5/15/2026 Waverly Advisors LLC128,124$15.18M0.1%+2.0%0.209%
5/15/2026 Asset 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%
5/14/2026 Renaissance Technologies LLC4,300$509K0.0%N/A0.007%
5/14/2026 Compound Planning Inc.10,584$1.25M0.0%-8.2%0.017%
5/14/2026 Modern Wealth Management LLC411,838$48.87M0.8%+11,921.0%0.673%
5/14/2026 Sei 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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
5/6/2026 Allspring 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%
5/5/2026 Three Seasons Wealth LLC29,371$3.48M1.3%+464.0%0.048%
5/5/2026 Sanctuary Advisors LLC12,548$1.49M0.0%+0.9%0.021%
5/5/2026 Sigma Planning Corp56,475$6.69M0.2%+7.2%0.092%


IJS Institutional Ownership - Frequently Asked Questions

During the previous two years, 844 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 7,672,943 shares in the last 24 months. This purchase volume represents approximately $884.34M in transactions.

Of the 336 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), Morgan Stanley ($241.34K), One Capital Management LLC ($234.65K), GW Henssler & Associates Ltd. ($215.86K), Commonwealth Equity Services LLC ($162.22K), and Modera Wealth Management LLC ($138.29K).

Institutional investors have sold a total of 3,764,338 shares in the last 24 months. This volume of shares sold represents approximately $430.33M in transactions.


Related Companies

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 8/27/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel