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

$97.48
+0.79 (+0.82%)
(As of 01:56 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
415
Total
Institutional Inflows
(last 12 months)
$1.12B
Number of
Institutional Sellers
(last 12 months)
343
Total
Institutional Outflows
(last 12 months)
$529.81M
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IJS Institutional Buying and Selling by Quarter

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
4/26/2024McKinley Carter Wealth Services Inc.33,477$3.44M0.2%-4.0%0.048%
4/26/2024Clear Creek Financial Management LLC4,964$510K0.1%+12.9%0.007%
4/26/2024Chicago Partners Investment Group LLC74,921$7.35M0.3%+1.4%0.107%
4/25/2024Lindbrook Capital LLC394$40K0.0%-55.8%0.001%
4/25/2024One Day In July LLC111,979$11.51M1.5%-0.7%0.160%
4/25/2024Bridges Investment Management Inc.18,944$1.95M0.1%-5.5%0.027%
4/25/2024Capital Investment Advisory Services LLC5,351$550K0.1%+2.6%0.008%
4/25/2024 IFG Advisors LLC3,584$368K0.1%+16.8%0.005%
4/25/2024 Summit Financial LLC20,653$2.12M0.1%+1.4%0.029%
4/25/2024 IAG Wealth Partners LLC1,468$151K0.0%+230.6%0.002%
4/25/2024 Cambridge Investment Research Advisors Inc.233,230$23.97M0.1%+2.2%0.333%
4/24/2024 Private Trust Co. NA7,680$789K0.1%-20.5%0.011%
4/24/2024 Zhang Financial LLC12,890$1.33M0.1%-2.3%0.018%
4/24/2024 Oxler Private Wealth LLC26,236$2.70M1.1%-2.1%0.037%
4/24/2024 Blue Bell Private Wealth Management LLC2,990$307K0.1%-24.6%0.004%
4/24/2024 Smith Anglin Financial LLC14,470$1.49M0.2%-18.6%0.021%
4/24/2024 Simplicity Wealth LLC2,081$214K0.0%N/A0.003%
4/24/2024 NBT Bank N A NY777$80K0.0%-24.8%0.001%
4/24/2024 Spire Wealth Management12,125$1.25M0.1%-12.3%0.017%
4/24/2024 Essex Financial Services Inc.3,014$310K0.0%-7.2%0.004%
4/23/2024 Bfsg LLC22,506$2.31M0.3%-21.6%0.032%
4/23/2024 Milestone Asset Management LLC23,481$2.41M0.7%N/A0.034%
4/23/2024 Global Retirement Partners LLC3,919$403K0.0%-31.1%0.006%
4/23/2024 Morton Brown Family Wealth LLC2,932$301K0.1%-34.2%0.004%
4/23/2024 TrueWealth Advisors LLC2,933$301K0.1%-15.4%0.004%
4/23/2024 Fifth Third Bancorp75,453$7.75M0.0%-6.7%0.108%
4/23/2024 Warner Financial Inc.2,507$258K0.1%N/A0.004%
4/23/2024 Raymond James Financial Services Advisors Inc.149,004$15.31M0.0%-29.1%0.213%
4/23/2024 Sapient Capital LLC15,573$1.60M0.0%+62.8%0.022%
4/22/2024 Rovin Capital UT ADV25,534$2.62M1.1%+89.9%0.036%
4/22/2024 Oakworth Capital Inc.609$63K0.0%+55.0%0.001%
4/22/2024 Raymond James & Associates262,660$26.99M0.0%-5.2%0.375%
4/22/2024Ashton Thomas Private Wealth LLC26,263$2.70M0.2%-0.8%0.037%
4/19/2024 RTD Financial Advisors Inc.84,029$8.64M1.2%+1.9%0.120%
4/19/2024 Ndwm LLC28,551$2.93M2.7%+115.2%0.041%
4/19/2024 Mainsail Financial Group LLC22,588$2.32M1.6%+1.4%0.032%
4/19/2024 Lake Street Private Wealth LLC52,845$5.43M0.7%N/A0.075%
4/18/2024 Capital Advisors Ltd. LLC77,384$7.95M1.0%-4.6%0.110%
4/18/2024 Woodmont Investment Counsel LLC531$55K0.0%N/A0.001%
4/18/2024 Panoramic Investment Advisors LLC5,380$553K0.4%+70.5%0.008%
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4/18/2024 Edmonds Duncan Registered Investment Advisors LLC19,533$2.01M0.5%+4.1%0.028%
4/18/2024 Morris Financial Concepts Inc.14,631$1.50M0.8%-11.5%0.021%
4/18/2024 BKM Wealth Management LLC37,696$3.87M1.7%+3.5%0.054%
4/18/2024 Diversified Trust Co29,712$3.05M0.1%+6.3%0.042%
4/18/2024 Compass Ion Advisors LLC3,073$316K0.0%+5.2%0.004%
4/18/2024 Breakwater Capital Group4,752$488K0.1%+12.3%0.007%
4/18/2024 Ironwood Financial llc61,961$6.37M1.5%-0.6%0.088%
4/17/2024 Annapolis Financial Services LLC4,686$482K0.2%-6.3%0.007%
4/17/2024 Physician Wealth Advisors Inc.16,566$1.57M0.3%-2.3%0.024%
4/17/2024 Vicus Capital60,739$6.24M0.6%+5.5%0.087%
4/17/2024 Grimes & Company Inc.3,070$316K0.0%-19.0%0.004%
4/17/2024 Burns J W & Co. Inc. NY70,582$7.25M1.0%-1.0%0.101%
4/16/2024 MCF Advisors LLC10,882$1.12M0.1%-2.1%0.016%
4/16/2024 Occidental Asset Management LLC48,598$4.99M0.9%+2.8%0.069%
4/16/2024 Norway Savings Bank17,651$1.81M0.8%-7.4%0.025%
4/16/2024 Stillwater Capital Advisors LLC17,781$1.83M0.3%-1.9%0.025%
4/16/2024 Courier Capital LLC34,157$3.51M0.3%+9.0%0.049%
4/16/2024 Wealth Enhancement Advisory Services LLC52,881$5.43M0.0%-3.6%0.075%
4/15/2024 Wealthcare Advisory Partners LLC2,710$278K0.0%+11.8%0.004%
4/15/2024 Ellis Investment Partners LLC159,188$16.36M3.6%-0.7%0.223%
4/15/2024 Ehrlich Financial Group21,279$2.19M1.8%+229.4%0.030%
4/15/2024 Sound Income Strategies LLC31,757$3.26M0.2%-12.9%0.044%
4/15/2024 Thompson Investment Management Inc.7,216$741K0.1%+9.4%0.010%
4/13/2024 Evanson Asset Management LLC80,201$8.24M0.6%-7.8%0.112%
4/12/2024 Wealth Management Partners LLC10,749$1.11M0.6%-1.2%0.015%
4/12/2024 Harbor Investment Advisory LLC1,929$198K0.0%+105.4%0.003%
4/12/2024 AdvisorNet Financial Inc8,617$885K0.1%-24.7%0.012%
4/12/2024 Northwest Investment Counselors LLC320$33K0.0%N/A0.000%
4/12/2024 Abacus Planning Group Inc.29,661$3.05M0.6%-3.3%0.041%
4/11/2024 Liberty Capital Management Inc.30,527$3.14M0.8%-26.0%0.043%
4/11/2024 Soundmark Wealth Management LLC54,895$5.64M2.5%-1.6%0.077%
4/10/2024 SOA Wealth Advisors LLC.35,789$3.68M0.8%-1.2%0.050%
4/10/2024 Apella Capital LLC7,441$751K0.0%+5.4%0.010%
4/10/2024 Bruce G. Allen Investments LLC6,543$672K0.6%+35.7%0.009%
4/10/2024 Thomasville National Bank13,984$1.44M0.1%-0.7%0.020%
4/8/2024 Evensky & Katz LLC50,919$5.23M0.4%-1.3%0.071%
4/5/2024 Juncture Wealth Strategies LLC12,002$1.23M0.5%-19.9%0.017%
4/5/2024 CWM LLC12,438$1.28M0.0%+8.2%0.017%
4/2/2024 Heartwood Wealth Advisors LLC205,124$21.08M2.6%+0.8%0.287%
3/26/2024Fairman Group LLC413$43K0.0%N/A0.001%
3/22/2024PNC Financial Services Group Inc.727,143$74.95M0.1%-25.3%1.017%
3/15/2024B. Riley Wealth Advisors Inc.78,631$8.10M0.2%+509.1%0.110%
3/14/2024Leo Wealth LLC5,218$538K0.1%N/A0.007%
3/12/2024 Rovin Capital UT ADV13,449$1.39M0.6%-28.4%0.019%
3/8/2024ICA Group Wealth Management LLC833$86K0.0%N/A0.001%
3/6/2024SageView Advisory Group LLC8,744$877K0.0%+27.5%0.012%
3/6/2024Willner & Heller LLC3,528$364K0.4%N/A0.005%
3/4/2024Richardson Financial Services Inc.958$99K0.1%N/A0.001%
3/4/2024Fortis Group Advisors LLC634$65K0.0%+100.0%0.001%
3/1/2024Creekmur Asset Management LLC750$77K0.0%N/A0.001%
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3/1/2024 Transcendent Capital Group LLC566$58K0.0%N/A0.001%
3/1/2024ARK & TLK Investments LLC23,805$2.45M0.8%N/A0.033%
3/1/2024Goldman Sachs Group Inc.648,543$66.85M0.0%+194.0%0.907%
2/29/2024Tortoise Investment Management LLC28,593$2.95M0.4%-2.4%0.040%
2/29/2024Acima Private Wealth LLC465$48K0.0%-92.3%0.001%
2/28/2024EP Wealth Advisors LLC37,457$3.86M0.0%-1.8%0.052%
2/26/2024Centaurus Financial Inc.15,660$1.61M0.1%N/A0.022%
2/23/2024Cim LLC3,183$314K0.1%N/A0.004%
2/23/2024Chicago Partners Investment Group LLC73,886$7.31M0.3%-3.8%0.103%
2/21/2024WNY Asset Management LLC6,340$653K0.1%-4.0%0.009%
(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, 858 institutional investors and hedge funds held shares of iShares S&P Small-Cap 600 Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($501.81M), Bank of America Corp DE ($344.70M), Morgan Stanley ($330.75M), Wells Fargo & Company MN ($150.29M), UBS Group AG ($113.49M), M&T Bank Corp ($105.65M), and FMR LLC ($102.96M).Learn more on IJS's institutional investors.

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

Of the 728 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: Envestnet Asset Management Inc. ($9.55M), Merriman Wealth Management LLC ($1.41M), LPL Financial LLC ($1.25M), M&T Bank Corp ($1.24M), CWM LLC ($956.76K), Cambridge Investment Research Advisors Inc. ($756.34K), and Modera Wealth Management LLC ($746.08K).

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

Institutional investors have bought a total of 34,549,465 shares in the last 24 months. This purchase volume represents approximately $3.25B in transactions.

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

Of the 499 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 ($12.18M), Envestnet Asset Management Inc. ($6.46M), Merriman Wealth Management LLC ($1.49M), Truist Financial Corp ($1.16M), CWM LLC ($950.74K), Barber Financial Group Inc. ($837.91K), and Park Avenue Securities LLC ($622.03K).

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

Institutional investors have sold a total of 34,110,232 shares in the last 24 months. This volume of shares sold represents approximately $3.09B in transactions.


This page (NYSEARCA:IJS) was last updated on 4/26/2024 by MarketBeat.com Staff

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