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

iShares S&P Small-Cap 600 Value ETF logo
$129.44 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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)
440
Total
Institutional Inflows
(last 12 months)
$860.86M
Number of
Institutional Sellers
(last 12 months)
381
Total
Institutional Outflows
(last 12 months)
$596.87M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026Access 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%
5/18/2026 Sunbelt 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%
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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%
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%
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%
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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%


IJS Institutional Ownership - Frequently Asked Questions

During the previous two years, 859 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 LPL Financial LLC ($101.90M).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 685 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), Raymond James Financial Inc. ($904.77K), World Investment Advisors LLC ($715.92K), World Investment Advisors ($583.72K), and Tcfg Wealth Management LLC ($433.72K).

Institutional investors have bought a total of 7,715,109 shares in the last 24 months. This purchase volume represents approximately $860.86M in transactions.

Of the 381 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), Ameriprise Financial Inc. ($249.59K), Morgan Stanley ($241.34K), One Capital Management LLC ($234.65K), and GW Henssler & Associates Ltd. ($215.86K).

Institutional investors have sold a total of 5,509,519 shares in the last 24 months. This volume of shares sold represents approximately $596.87M in transactions.



This page (NYSEARCA:IJS) was last updated on 5/25/2026 by MarketBeat.com Staff.
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