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

iShares S&P Small-Cap 600 Value ETF logo
$129.70 +0.47 (+0.36%)
Closing price 04:10 PM Eastern
Extended Trading
$129.62 -0.08 (-0.06%)
As of 08:00 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 Massive. Learn more.
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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)
385
Total
Institutional Inflows
(last 12 months)
$907.03M
Number of
Institutional Sellers
(last 12 months)
337
Total
Institutional Outflows
(last 12 months)
$442.06M
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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
10/13/2026First County Bank CT49,716$6.37M2.8%-0.6%0.085%
10/13/2026Sax Wealth Advisors LLC63,796$8.17M0.2%-2.1%0.110%
10/13/2026NorthCrest Asset Manangement LLC52,157$6.76M0.2%+10.7%0.090%
10/13/2026Avior Wealth Management LLC31,105$3.99M0.1%N/A0.053%
10/10/2026Councilor Wealth LLC64,852$8.31M3.4%-3.5%0.111%
10/10/2026RTD Financial Advisors Inc.74,269$9.51M1.0%-3.5%0.127%
10/10/2026Valley Wealth Managers Inc.2,971$381K0.0%N/A0.005%
10/9/2026Gerald Baker Financial Group LLC49,991$6.40M1.8%+0.9%0.085%
10/9/2026Graves Light Lenhart Wealth Inc.41,438$5.31M0.5%-0.4%0.071%
10/9/2026Hardin Capital Partners LLC2,673$342K0.1%+3.1%0.005%
10/9/2026Lee Kelleher & Klein Wealth Management14,743$1.89M1.0%+2.9%0.025%
10/9/2026Diversified Management Inc.6,933$888K0.2%N/A0.012%
10/9/2026First Heartland Consultants Inc.47,748$6.12M0.4%N/A0.081%
10/8/2026Independence Financial Advisors LLC58,951$7.55M1.9%+8.7%0.101%
10/8/2026Farther Finance Advisors LLC101,480$13M0.1%-1.3%0.173%
10/8/2026Sapient Capital LLC49,646$6.36M0.1%+3.8%0.085%
10/8/2026CoreCap Advisors LLC591$76K0.0%-88.1%0.001%
10/8/2026Atwood & Palmer Inc.1,271$163K0.0%N/A0.002%
10/8/2026Apella Capital LLC28,839$3.72M0.0%+43.1%0.049%
10/8/2026Avidian Wealth Enterprises LLC24,090$3.09M0.1%N/A0.041%
10/8/2026Valeo Financial Advisors LLC1,646$211K0.0%-31.0%0.003%
10/8/2026Whalen Wealth Management Inc.1,629$209K0.1%N/A0.003%
10/7/2026Venture Visionary Partners LLC3,707$475K0.0%+51.4%0.006%
10/7/2026Baring Financial LLC27,993$3.59M1.9%+1.4%0.048%
10/7/2026American National Bank & Trust9,800$1.26M0.1%N/A0.017%
10/6/2026Juncture Wealth Strategies LLC2,442$313K0.1%N/A0.004%
10/6/2026Bangor Savings Bank9,799$1.26M0.1%N/A0.017%
10/5/2026Tompkins Financial Corp9,690$1.24M0.1%N/A0.016%
10/5/2026Ferguson Wellman Capital Management Inc.2,223$285K0.0%N/A0.004%
10/5/2026Eastern Bank922$118K0.0%N/A0.002%
10/5/2026Heartwood Wealth Advisors LLC246,003$31.51M2.5%-0.2%0.414%
10/2/2026 First Citizens Financial Corp39,701$5.09M2.2%-0.5%0.067%
10/1/2026 Montecito Bank & Trust3,225$413K0.1%N/A0.005%
10/1/2026 Coastline Trust Co883$113K0.0%N/A0.001%
9/23/2026QRG Capital Management Inc.3,701$506K0.0%N/A0.006%
9/23/2026Envestnet Asset Management Inc.569,424$77.83M0.0%-3.4%0.959%
9/15/2026Anchor Investment Management LLC784$107K0.0%-87.2%0.001%
9/11/2026Smith Chas P & Associates PA Cpas3,290$450K0.0%+8.7%0.005%
9/9/2026Blue Edge Capital LLC58,297$7.97M0.9%+46.6%0.097%
9/9/2026Cahill Financial Advisors Inc.7,587$1.04M0.1%-2.0%0.013%
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9/9/2026Capital Analysts LLC5,746$785K0.0%-2.9%0.010%
9/9/2026Pinnacle Wealth Management Advisory Group LLC12,087$1.65M0.1%-3.2%0.020%
9/9/2026NorthRock Partners LLC2,327$318K0.0%-12.4%0.004%
9/9/2026Integrated Wealth Concepts LLC37,398$5.11M0.0%-50.5%0.062%
9/9/2026RFG Advisory LLC1,794$245K0.0%N/A0.003%
9/9/2026NewEdge Advisors LLC22,146$3.03M0.0%-8.0%0.037%
9/9/2026IFP Advisors Inc46,137$6.31M0.1%-1.8%0.077%
9/9/2026Baird Financial Group Inc.246,679$33.72M0.0%-2.1%0.411%
9/8/2026Allworth Financial LP54,900$7.50M0.0%-5.2%0.092%
9/8/2026Powerhouse Assets LLC8,285$1.13M0.9%-2.9%0.014%
9/8/2026Waverly Advisors LLC123,583$16.89M0.1%-3.5%0.206%
8/27/2026Corient Private Wealth LP78,821$10.77M0.0%-15.4%0.131%
8/24/2026Serenity Investment Advisors6,137$844K0.4%-2.8%0.010%
8/23/2026Hyundai Investments Co. Ltd.4,556$621K0.7%-22.2%0.008%
8/23/2026Ameritas Advisory Services LLC5,766$788K0.0%+240.6%0.010%
8/23/2026Insight Inv LLC1,238$169K0.1%-19.5%0.002%
8/23/2026HB Wealth Management LLC34,529$4.72M0.0%+7.9%0.058%
8/23/2026Azimuth Capital Investment Management LLC32,319$4.42M0.1%-1.5%0.054%
8/22/2026Advisory Solutions Group LLC2,630$359K0.1%N/A0.004%
8/22/2026Three Seasons Wealth LLC19,949$2.73M0.2%-32.1%0.033%
8/22/2026TD Waterhouse Canada Inc.2,105$287K0.0%+5.3%0.004%
8/22/2026Concurrent Investment Advisors LLC188,438$25.76M0.2%+208.7%0.314%
8/21/2026Rodgers & Associates LTD52,262$7.14M0.5%+5.1%0.087%
8/21/2026Continuum Advisory LLC1,088$149K0.0%N/A0.002%
8/5/2026USA Financial Formulas927,820$109.90M20.1%N/A1.548%
7/10/2026JFS Wealth Advisors LLC71,803$9.81M0.5%-0.7%0.121%
7/10/2026Sunesis Advisors LLC1,474$201K0.1%N/A0.002%
7/10/2026City Holding Co.15,395$2.10M0.2%+5.3%0.026%
7/10/2026Sherman Wealth Management LLC6,819$932K0.7%-1.4%0.012%
7/10/2026Fulton Bank N.A.2,958$404K0.0%-15.9%0.005%
7/10/2026Wealthcare Advisory Partners LLC2,042$279K0.0%-5.6%0.003%
7/9/2026Kraft Davis & Associates LLC2,623$348K0.1%-37.9%0.004%
7/9/2026Sapient Capital LLC47,818$6.54M0.1%+4.1%0.080%
7/9/2026Corepath Wealth Partners LLC1,526$202K0.1%-11.7%0.003%
7/9/2026Tactive Advisors LLC5,342$730K0.2%+54.5%0.009%
7/9/2026Sax Wealth Advisors LLC65,132$8.90M0.3%+6.9%0.110%
7/9/2026Valeo Financial Advisors LLC2,387$326K0.0%+23.7%0.004%
7/8/2026Beaird Harris Wealth Management LLC5,588$764K0.0%-3.6%0.009%
7/8/2026Baring Financial LLC27,598$3.77M2.1%-0.7%0.047%
7/8/2026First Heartland Consultants Inc.63,826$8.72M0.6%+43.3%0.108%
7/8/2026Evanson Financial LLC77,708$10.62M0.5%N/A0.132%
7/7/2026 First Citizens Financial Corp39,900$5.45M2.3%-1.2%0.067%
7/7/2026GAMMA Investing LLC1,418$194K0.0%+78.1%0.002%
7/7/2026Avior Wealth Management LLC34,320$4.69M0.1%+70.6%0.059%
7/7/2026Harbor Investment Advisory LLC6,576$899K0.1%-10.1%0.011%
7/7/2026CoreCap Advisors LLC4,979$681K0.0%-96.3%0.008%
7/2/2026First County Bank CT50,032$6.84M3.2%-1.4%0.085%
6/22/2026Sapient Capital LLC45,926$5.44M0.1%+14.6%0.075%
6/3/2026Parallel Advisors LLC44,590$5.28M0.1%+0.6%0.073%
6/3/2026NewEdge Advisors LLC24,072$2.85M0.0%-15.0%0.039%
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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%
5/29/2026Ramiah Investment Group8,521$1.01M0.9%-70.0%0.014%
5/29/2026Asset Dedication LLC41,689$4.94M0.3%-46.2%0.068%
5/26/2026Serenity Investment Advisors6,312$817K0.3%+1.3%0.010%
5/26/2026Summit Financial Wealth Advisors LLC3,914$464K0.1%-18.2%0.006%
5/22/2026Access Investment Management LLC32,568$3.86M1.0%-8.0%0.053%
5/20/2026SOA Wealth Advisors LLC.25,708$3.05M0.3%-3.8%0.042%
5/19/2026Western Wealth Management LLC528$63K0.0%N/A0.001%
5/19/2026Royal Fund Management LLC113,743$13.47M1.3%N/A0.186%


IJS Institutional Ownership - Frequently Asked Questions

During the previous two years, 848 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 673 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 7,843,963 shares in the last 24 months. This purchase volume represents approximately $907.03M in transactions.

Of the 337 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 3,849,161 shares in the last 24 months. This volume of shares sold represents approximately $442.06M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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