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

iShares S&P Small-Cap 600 Value ETF logo
$129.29 +1.52 (+1.19%)
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)
451
Total
Institutional Inflows
(last 12 months)
$833.25M
Number of
Institutional Sellers
(last 12 months)
388
Total
Institutional Outflows
(last 12 months)
$617.18M
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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
5/5/2026Bank 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%
5/5/2026 Broadview 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%
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%
5/1/2026 Conning Inc.3,559$422K0.0%-5.6%0.006%
5/1/2026 Sequoia Financial Advisors LLC2,742$325K0.0%+46.7%0.004%
5/1/2026 WealthCare Asset Management LLC14,930$1.77M1.9%N/A0.024%
4/30/2026 Roman Butler Fullerton & Co.10,478$1.28M0.4%-51.8%0.017%
4/30/2026 Sonata Capital Group Inc.45,848$5.43M2.0%-1.6%0.075%
4/30/2026 Mosaic Family Wealth Partners LLC5,960$706K0.1%-4.3%0.010%
4/30/2026 Kestra Advisory Services LLC39,731$4.71M0.0%+1.0%0.065%
4/30/2026 Money Concepts Capital Corp4,469$529K0.0%N/A0.007%
4/29/2026 Childress Capital Advisors LLC2,501$296K0.1%N/A0.004%
4/29/2026 Renasant Bank3,000$355K0.3%-47.1%0.005%
4/29/2026 Integrated Advisors Network LLC42,524$5.04M0.3%N/A0.069%
4/29/2026 Dumont & Blake Investment Advisors LLC7,914$937K0.2%-4.6%0.013%
4/28/2026 Kathmere Capital Management LLC1,711$203K0.0%N/A0.003%
4/28/2026 Columbia Bank23,198$2.75M0.8%+16.6%0.038%
4/28/2026 Carlton Hofferkamp & Jenks Wealth Management LLC12,417$1.60M0.5%+1.3%0.020%
4/28/2026 Ascentis Independent Advisors1,797$213K0.0%N/A0.003%
4/28/2026 Powerhouse Assets LLC8,532$1.01M0.9%-4.3%0.014%
4/28/2026 NBT Bank N A NY1,739$206K0.0%+31.5%0.003%
4/27/2026 HB Wealth Management LLC31,995$3.79M0.0%+116.6%0.052%
4/27/2026 Baer Investment Advisory LLC2,566$304K0.0%N/A0.004%
4/27/2026 World Investment Advisors342,789$40.60M0.7%+14.0%0.558%
4/27/2026 Private Advisor Group LLC28,644$3.39M0.0%-6.0%0.047%
4/27/2026 Y Intercept Hong Kong Ltd6,124$725K0.0%N/A0.010%
4/27/2026 Elevation Point Wealth Partners LLC13,245$1.57M0.0%N/A0.022%
4/27/2026 Sharp Wealth Advisory LLC272,120$32.23M15.9%N/A0.443%
4/27/2026 Sound Income Strategies LLC2,337$277K0.0%-18.6%0.004%
4/25/2026 Keybank National Association OH139,869$16.57M0.1%-0.9%0.228%
4/25/2026 Physician Wealth Advisors Inc.14,335$1.70M0.2%-3.1%0.023%
4/25/2026 KPP Advisory Services LLC2,301$273K0.0%-9.8%0.004%
4/24/2026 Essex Financial Services Inc.4,512$534K0.0%+8.4%0.007%
4/24/2026 Newton One Investments LLC7,682$910K0.2%+25.0%0.013%
4/24/2026 Financial Life Planners1,249$148K0.1%N/A0.002%
4/24/2026 Tcfg Wealth Management LLC5,087$604K0.2%+29.0%0.008%
4/23/2026 Salus Financial Advisors LLC38,344$4.54M2.6%-0.9%0.062%
4/23/2026 Vicus Capital2,477$293K0.0%-12.6%0.004%
4/22/2026 Ifrah Financial Services Inc.65,508$7.76M2.1%-1.4%0.107%
4/22/2026 LifeSteps Financial Inc.24,241$2.87M1.8%+20.5%0.039%
4/22/2026 BKM Wealth Management LLC39,523$4.68M1.7%-0.5%0.064%
4/21/2026 Laurel Oak Wealth Management LLC2,606$309K0.1%+48.0%0.004%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC12,482$1.48M0.1%-7.0%0.021%
4/21/2026 Sims Investment Management LLC2,003$238K0.1%-12.2%0.003%
4/21/2026 GHP Investment Advisors Inc.197,058$23.34M1.0%-0.1%0.328%
4/21/2026 Triangle Securities Wealth Management21,756$2.58M0.6%-0.5%0.036%
4/20/2026 Christensen King & Associates Investment Services Inc.8,519$1.01M0.4%+3.9%0.014%
4/20/2026 Longview Financial Advisors Inc.407$48K0.0%N/A0.001%
4/20/2026 Kestra Private Wealth Services LLC176,811$20.94M0.3%+4.2%0.294%
4/20/2026 Breakwater Capital Group4,739$561K0.1%+3.3%0.008%
4/20/2026 Greenup Street Wealth Management LLC2,789$330K0.0%+22.9%0.005%
4/20/2026 Blue Trust Inc.2,566$304K0.0%-26.9%0.004%
4/20/2026 Fifth Third Wealth Advisors LLC4,054$480K0.0%-2.1%0.007%
4/20/2026 Apella Capital LLC20,159$2.57M0.0%+156.5%0.034%
4/18/2026 Burns J W & Co. Inc. NY40,049$4.74M0.5%+2.5%0.067%
4/17/2026 Krilogy Financial LLC2,289$286K0.0%-9.2%0.004%
4/17/2026 Wealth Management Partners LLC8,960$1.06M0.3%-2.5%0.015%
4/17/2026 Webster Bank N. A.4,659$552K0.1%+162.2%0.008%
4/17/2026 Intergy Private Wealth LLC10,172$1.21M0.4%-1.4%0.017%
4/17/2026 Capital Advisors Ltd. LLC71,342$8.45M1.0%-0.2%0.119%
4/17/2026 Brookstone Capital Management1,899$225K0.0%N/A0.003%
4/17/2026 First Merchants Corp17,138$2.03M0.1%-7.4%0.029%
4/16/2026 Ironwood Wealth Management LLC.54,058$6.40M1.8%-1.2%0.088%
4/16/2026 Smith Salley Wealth Management2,501$296K0.0%-6.6%0.004%
4/16/2026 Allegheny Financial Group1,704$202K0.0%N/A0.003%
4/16/2026 Balboa Wealth Partners18,083$2.14M0.4%N/A0.030%
4/16/2026 Quotient Wealth Partners LLC4,317$511K0.0%-5.3%0.007%
4/16/2026 Founders Financial Securities LLC2,121$261K0.0%-8.2%0.004%
4/16/2026 Diversified Trust Co2,930$347K0.0%+8.6%0.005%
4/15/2026 Nations Financial Group Inc. IA ADV7,397$876K0.0%-23.5%0.012%
3/17/2026Cornerstone Planning LLC2,699$307K0.1%N/A0.004%
3/17/2026Rockefeller Capital Management L.P.199,162$22.65M0.0%+5.0%0.323%
3/13/2026 World Investment Advisors300,601$34.18M0.5%-17.0%0.487%
3/12/2026Nalls Sherbakoff Group LLC8,802$1.00M0.7%N/A0.014%
3/11/2026 Green Ridge Wealth Planning LLC2,554$290K0.1%N/A0.004%
3/9/2026Corient Private Wealth LLC98,104$11.16M0.0%+30.9%0.159%
3/4/2026Compass Financial Group Inc. Ohio 2,722$310K0.2%N/A0.004%
3/4/2026 Pure Financial Advisors LLC5,585$635K0.0%+2.0%0.009%
3/4/2026Rehmann Capital Advisory Group2,518$286K0.0%-31.7%0.004%
3/4/2026SHP Wealth Management1,118$127K0.0%N/A0.002%
3/4/2026 Keenan LLC16,308$1.86M1.6%N/A0.026%
3/2/2026 Sankala Group LLC385$47K0.0%N/A0.001%
2/26/2026 BDFS Capital LLC2,187$249K0.1%N/A0.004%
2/25/2026Thryve Wealth Management LLC3,271$372K0.2%N/A0.005%
2/25/2026MidFirst Bank56,022$6.37M0.5%N/A0.091%
2/23/2026 Monetary Solutions Ltd276$31K0.0%N/A0.000%


IJS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IJS shares?

During the previous two years, 851 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 ($363.35M), 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 LPL Financial LLC ($101.90M).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 682 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), Raymond James Financial Inc. ($904.77K), World Investment Advisors LLC ($715.92K), Modern Wealth Management LLC ($643.84K), World Investment Advisors ($583.72K), and Tcfg Wealth Management LLC ($433.72K).

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

Institutional investors have bought a total of 7,658,011 shares in the last 24 months. This purchase volume represents approximately $833.25M in transactions.

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

Of the 387 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 ($679.13K), World Investment Advisors ($309.41K), Northwestern Mutual Wealth Management Co. ($274.31K), Commonwealth Equity Services LLC ($253.94K), Ameriprise Financial Inc. ($249.59K), Morgan Stanley ($241.34K), and One Capital Management LLC ($234.65K).

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

Institutional investors have sold a total of 5,751,643 shares in the last 24 months. This volume of shares sold represents approximately $617.18M in transactions.


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This page (NYSEARCA:IJS) was last updated on 5/5/2026 by MarketBeat.com Staff.
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