NYSEARCA:IJS

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

$91.73

+0.65 (+0.71%)

(As of 03/29/2023 12:00 AM ET)

Add

Compare

Today's Range: $90.96
▼
$92.07
50-Day Range: $88.82
▼
$106.56
52-Week Range: $82.09
▼
$106.93

Volume: 322,325 shs
Average Volume: 611,660 shs
Market Capitalization: $6.88 billion

Assets Under Management: $6.82 billion
Dividend Yield: 1.46%
Net Expense Ratio: 0.18%

Profile

Chart

Institutional Ownership

Headlines

Holdings

Options Chain

Number of Institutional Buyers (last 12 months): 561
Total Institutional Inflows (last 12 months): $10.98 B
Number of Institutional Sellers (last 12 months): 356
Total Institutional Outflows (last 12 months): $2.80 B

IJS Institutional Buying and Selling by Quarter

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.

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

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/22/2023	Campion Asset Management	14,492	$1.32M	1.3%	+7.4%	0.019%
3/15/2023	B. Riley Wealth Advisors Inc.	41,055	$3.75M	0.1%	+11.3%	0.055%
3/13/2023	Claro Advisors LLC	8,101	$0.74M	0.2%	+1.7%	0.011%
3/10/2023	Financial Alternatives Inc	5,970	$0.55M	0.5%	N/A	0.008%
3/6/2023	Rockefeller Capital Management L.P.	65,456	$5.98M	0.0%	+2.0%	0.087%
3/1/2023	Willow Creek Wealth Management Inc.	9,813	$0.90M	0.1%	-1.0%	0.013%

2/28/2023	Mezzasalma Advisors LLC	2,204	$0.20M	0.2%	N/A	0.003%
2/27/2023	Gallagher Benefit Services Inc.	3,103	$0.28M	0.1%	N/A	0.004%
2/27/2023	Kalos Management Inc.	9,661	$0.88M	2.0%	+47.2%	0.013%
2/24/2023	SRS Capital Advisors Inc.	236,971	$21.64M	3.0%	N/A	0.316%
2/21/2023	Northwestern Mutual Wealth Management Co.	664,611	$60.69M	0.1%	+6.1%	0.887%
2/21/2023	B. Riley Wealth Advisors Inc.	41,325	$3.77M	0.1%	+12.0%	0.055%
2/17/2023	Truist Financial Corp	856,151	$78.18M	0.1%	+1.0%	1.143%
2/16/2023	GHP Investment Advisors Inc.	225,057	$20.55M	1.4%	-2.0%	0.300%
2/16/2023	American Trust	4,914	$0.45M	0.0%	N/A	0.007%
2/16/2023	Moneta Group Investment Advisors LLC	1,582	$8.52M	0.2%	-98.0%	0.002%
2/16/2023	Alliancebernstein L.P.	10,463	$0.96M	0.0%	+5.8%	0.014%
2/16/2023	Financial Advocates Investment Management	72,881	$3.03M	0.2%	+453.5%	0.097%
2/16/2023	Pacific Financial Group Inc.	16,830	$1.54M	1.2%	+6.5%	0.022%
2/16/2023	Personal Capital Advisors Corp	2,473	$0.23M	0.0%	N/A	0.003%
2/16/2023	Probity Advisors Inc.	295,447	$26.98M	6.1%	+0.4%	0.394%
2/16/2023	Resurgent Financial Advisors LLC	11,131	$1.02M	0.5%	+5.8%	0.015%
2/16/2023	United Capital Financial Advisers LLC	744,256	$67.96M	0.4%	-5.0%	0.994%
2/16/2023	Harbour Investments Inc.	1,523	$0.14M	0.0%	-81.8%	0.002%
2/16/2023	One Capital Management LLC	304,931	$27.84M	1.5%	+5.2%	0.407%
2/15/2023	Steward Partners Investment Advisory LLC	85,007	$7.76M	0.1%	+4.7%	0.113%
2/15/2023	CI Private Wealth LLC	1,089,162	$99.45M	0.4%	N/A	1.454%
2/15/2023	Smart Portfolios LLC	2,844	$0.26M	0.5%	N/A	0.004%
2/15/2023	Moneta Group Investment Advisors LLC	93,295,641	$8.52B	0.2%	+118,772.2%	124.560%
2/15/2023	Columbia Trust Co 01012016	3,907	$0.36M	0.2%	+32.4%	0.005%
2/15/2023	Apollon Wealth Management LLC	17,362	$1.59M	0.1%	+186.8%	0.023%
2/15/2023	Captrust Financial Advisors	122,790	$11.21M	0.1%	+16.9%	0.164%
2/15/2023	IHT Wealth Management LLC	13,736	$1.25M	0.1%	+8.8%	0.018%
2/15/2023	SageView Advisory Group LLC	7,933	$0.72M	0.1%	N/A	0.011%
2/15/2023	Patriot Investment Management Group Inc.	9,794	$0.98M	0.1%	-7.0%	0.013%
2/15/2023	Waverly Advisors LLC	293,295	$26.78M	1.5%	+1,991.5%	0.392%
2/15/2023	Cahill Financial Advisors Inc.	30,457	$2.78M	0.5%	-23.1%	0.041%
2/15/2023	Kraft Davis & Associates LLC	23,746	$2.42M	1.0%	N/A	0.032%
2/15/2023	Cerity Partners LLC	30,920	$13.26M	0.1%	-78.3%	0.041%
2/15/2023	Vicus Capital	85,123	$7.77M	0.9%	+19.1%	0.114%

2/15/2023	Smith Anglin Financial LLC	150,376	$13.73M	2.6%	+5.6%	0.201%
2/15/2023	Stokes Family Office LLC	61,050	$5.57M	0.7%	-3.8%	0.082%
2/15/2023	Money Concepts Capital Corp	1,029	$94K	0.0%	+1,674.1%	0.001%
2/15/2023	Morgan Stanley	4,068,333	$371.48M	0.0%	-3.7%	5.432%
2/15/2023	Mariner LLC	367,226	$33.53M	0.1%	+13.9%	0.490%
2/15/2023	Exencial Wealth Advisors LLC	323,462	$29.54M	1.6%	-3.5%	0.432%
2/15/2023	Equitable Holdings Inc.	15,110	$1.38M	0.0%	-12.7%	0.020%
2/15/2023	Financial Freedom LLC	3,003	$0.27M	0.2%	N/A	0.004%
2/15/2023	Financial Partners Group Inc	8,419	$0.87M	0.2%	+23.6%	0.011%
2/15/2023	Frontier Asset Management LLC	13,389	$1.22M	0.6%	N/A	0.018%
2/15/2023	Asset Management Group Inc.	93,007	$8.49M	2.0%	+0.8%	0.124%
2/15/2023	Azimuth Capital Investment Management LLC	4,670	$0.43M	0.0%	-11.0%	0.006%
2/15/2023	ICA Group Wealth Management LLC	1,040	$95K	0.0%	N/A	0.001%
2/14/2023	SJA Financial Advisory LLC	36,395	$3.32M	3.0%	N/A	0.049%
2/14/2023	Price T Rowe Associates Inc. MD	14,156	$1.29M	0.0%	-10.6%	0.019%
2/14/2023	FFT Wealth Management LLC	9,236	$0.84M	0.1%	N/A	0.012%
2/14/2023	Lumature Wealth Partners LLC	17,354	$1.59M	0.9%	+1.0%	0.023%
2/14/2023	Cetera Advisor Networks LLC	46,457	$4.24M	0.0%	-16.9%	0.062%
2/14/2023	Cetera Investment Advisers	43,159	$3.94M	0.0%	+95.0%	0.058%
2/14/2023	Cetera Advisors LLC	21,677	$1.98M	0.0%	-40.0%	0.029%
2/14/2023	Nelson Van Denburg & Campbell Wealth Management Group LLC	6,679	$0.61M	0.0%	-7.4%	0.009%
2/14/2023	Grey Fox Wealth Advisors LLC	1,310	$0.12M	0.1%	N/A	0.002%
2/14/2023	Tobias Financial Advisors Inc.	13,334	$1.22M	0.4%	-1.1%	0.018%
2/13/2023	Financial Planning & Information Services Inc.	28,465	$2.60M	0.6%	+6.9%	0.038%
2/13/2023	Pathstone Family Office LLC	1,264	$1.08M	0.0%	N/A	0.002%
2/13/2023	Prio Wealth Limited Partnership	9,830	$0.90M	0.0%	N/A	0.013%
2/13/2023	First Republic Investment Management Inc.	143,217	$13.08M	0.0%	+2.9%	0.191%
2/13/2023	Deutsche Bank AG	3,884	$0.36M	0.0%	+104.4%	0.005%
2/13/2023	Brown Advisory Inc.	6,230	$0.57M	0.0%	+46.2%	0.008%
2/13/2023	Johnson Financial Group Inc.	707	$65K	0.0%	-21.5%	0.001%
2/13/2023	Northeast Financial Consultants Inc	78,303	$7.15M	0.5%	-20.8%	0.105%
2/13/2023	Oxler Private Wealth LLC	43,811	$4M	2.2%	-3.3%	0.058%
2/13/2023	Baird Financial Group Inc.	350,966	$32.05M	0.1%	-0.1%	0.469%
2/13/2023	Wealthcare Advisory Partners LLC	3,305	$0.30M	0.0%	+11.3%	0.004%
2/13/2023	BOKF NA	100,516	$9.18M	0.2%	+2.9%	0.134%
2/13/2023	1834 Investment Advisors Co.	67,429	$6.16M	0.9%	-4.8%	0.090%
2/13/2023	Integrated Wealth Concepts LLC	13,492	$1.23M	0.0%	-3.6%	0.018%
2/13/2023	Resolute Financial LLC	18,765	$1.71M	1.5%	+2.4%	0.025%
2/13/2023	Wells Fargo & Company MN	2,010,182	$183.55M	0.1%	+5.6%	2.684%
2/13/2023	Heritage Wealth Management LLC	556	$51K	0.0%	+227.1%	0.001%
2/13/2023	Barclays PLC	430	$39K	0.0%	N/A	0.001%
2/13/2023	Renaissance Technologies LLC	3,100	$0.28M	0.0%	-31.1%	0.004%
2/13/2023	RPg Family Wealth Advisory LLC	3,611	$0.33M	0.2%	+12.2%	0.005%
2/13/2023	Blue Edge Capital LLC	79,078	$7.22M	1.6%	+3.9%	0.106%
2/13/2023	Credit Suisse AG	14,176	$1.29M	0.0%	-25.2%	0.019%
2/13/2023	Bellwether Advisors LLC	1,018	$93K	0.0%	+68.3%	0.001%
2/13/2023	Texas Yale Capital Corp.	37,000	$3.38M	0.2%	-3.9%	0.049%
2/13/2023	Atria Wealth Solutions Inc.	45,046	$4.11M	0.1%	+23.2%	0.060%
2/13/2023	JFS Wealth Advisors LLC	91,718	$8.38M	0.8%	-9.4%	0.122%
2/13/2023	Bridges Investment Management Inc.	21,631	$1.98M	0.1%	-3.4%	0.029%

2/13/2023	Merriman Wealth Management LLC	2,486	$0.23M	0.0%	-8.9%	0.003%
2/13/2023	Marco Investment Management LLC	2,292	$0.21M	0.0%	N/A	0.003%
2/13/2023	Wintrust Investments LLC	23,912	$2.18M	0.3%	+2.6%	0.032%
2/13/2023	M&T Bank Corp	1,915,313	$176.93M	0.7%	+43.1%	2.557%
2/13/2023	M Holdings Securities Inc.	2,283	$0.21M	0.0%	N/A	0.003%
2/13/2023	Quadrant Capital Group LLC	2,330	$0.21M	0.0%	+141.2%	0.003%
2/10/2023	First Western Trust Bank	4,529	$0.41M	0.0%	+61.0%	0.006%
2/10/2023	Thompson Siegel & Walmsley LLC	10,300	$0.94M	0.0%	-1.7%	0.014%
2/10/2023	Bank of America Corp DE	3,775,071	$344.70M	0.0%	+3.8%	5.040%
2/10/2023	Creative Planning	150,618	$13.75M	0.0%	-3.4%	0.201%

(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, 870 institutional investors and hedge funds held shares of iShares S&P Small-Cap 600 Value ETF. The most heavily invested institutionals were Private Advisor Group LLC ($418.15M), Morgan Stanley ($371.48M), Bank of America Corp DE ($344.70M), Wells Fargo & Company MN ($183.55M), M&T Bank Corp ($176.93M), Clark Capital Management Group Inc. ($139.14M), and Envestnet Asset Management Inc. ($136.34M).Learn more on IJS's institutional investors.
Which institutional investors have been buying iShares S&P Small-Cap 600 Value ETF stock?: Of the 776 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: Moneta Group Investment Advisors LLC ($93.24M), Envestnet Asset Management Inc. ($10.01M), MFA Wealth Advisors LLC ($4.01M), Exencial Wealth Advisors LLC ($3.02M), Advisor Group Holdings Inc. ($2.81M), Merriman Wealth Management LLC ($2.54M), and LPL Financial LLC ($1.96M).
How much institutional buying is happening at iShares S&P Small-Cap 600 Value ETF?: Institutional investors have bought a total of 148,512,062 shares in the last 24 months. This purchase volume represents approximately $13.91B in transactions.

Which iShares S&P Small-Cap 600 Value ETF major shareholders have been selling company stock?: Of the 494 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 ($12.25M), Envestnet Asset Management Inc. ($6.18M), Exencial Wealth Advisors LLC ($3.04M), Merriman Wealth Management LLC ($2.59M), Advisor Group Holdings Inc. ($2.33M), Barber Financial Group Inc. ($1.35M), and Bank of New York Mellon Corp ($1.05M).
How much institutional selling is happening at iShares S&P Small-Cap 600 Value ETF?: Institutional investors have sold a total of 45,134,453 shares in the last 24 months. This volume of shares sold represents approximately $4.20B in transactions.

This page (NYSEARCA:IJS) was last updated on 3/30/2023 by MarketBeat.com Staff

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your 30-Day Free Trial

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

IJS Institutional Buying and Selling by Quarter

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

IJS Institutional Ownership - Frequently Asked Questions

About MarketBeat

Popular Tools

Financial Calendars

Terms & Info

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

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

IJS Institutional Buying and Selling by Quarter

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

IJS Institutional Ownership - Frequently Asked Questions