Who owns iShares S&P SmallCap 600 Value Idx?
- Ticker: IJS
- CUSIP Number: 464287879
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P SmallCap 600 Value Idx with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares S&P SmallCap 600 Value Idx stock
Who bought or sold iShares S&P SmallCap 600 Value Idx this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 4.0M | $408M | 7% | Mar 2024 |
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| Bank of America Corporation | 3.9M | $404M | 3% | Mar 2024 |
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| FMR | 3.0M | $312M | 163% | Mar 2024 |
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| M^T Bank Corporation | 1.5M | $159M | 51% | Mar 2024 |
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| Regions Bank | 1.4M | $148M | 2% | Mar 2024 |
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| Wells Fargo & Company | 1.4M | $142M | -5% | Mar 2024 |
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| UBS Group | 1.2M | $122M | 8% | Mar 2024 |
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| Prime Capital Investment Advisors | 975k | $101M | 1% | Dec 2023 |
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| Modera Wealth Management | 800k | $82M | -2% | Mar 2024 |
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| Envestnet Asset Management | 717k | $74M | -40% | Mar 2024 |
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| Pnc Financial Services | 702k | $72M | -3% | Mar 2024 |
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| LPL Financial | 691k | $71M | -1% | Mar 2024 |
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| Commonwealth Equity Services | 578k | $59M | -18% | Mar 2024 |
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| Bessemer | 522k | $54M | 0% | Dec 2023 |
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| Royal Bank of Canada | 461k | $47M | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 442k | $46M | -36% | Mar 2024 |
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| Stifel Financial | 398k | $41M | 2% | Mar 2024 |
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| One Capital Management | 397k | $41M | 4% | Mar 2024 |
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| Ameriprise Financial | 393k | $41M | -40% | Mar 2024 |
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| Jpmorgan Chase & Co | 366k | $38M | -4% | Mar 2024 |
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| Burns Wealth Management | 348k | $36M | 12% | Mar 2024 |
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| Bank Of Montreal | 346k | $36M | -17% | Mar 2024 |
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| HighTower Advisors | 335k | $34M | -28% | Mar 2024 |
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| Baird Financial | 320k | $33M | 1% | Dec 2023 |
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| G. W. Henssler & Associates | 307k | $32M | 9% | Mar 2024 |
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| Bailard | 306k | $32M | 1% | Mar 2024 |
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| Goldman Sachs Group | 298k | $31M | -54% | Mar 2024 |
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| Palisades Hudson Asset Management | 291k | $30M | -1% | Mar 2024 |
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| Branch Banking & Trust Company | 263k | $27M | -29% | Mar 2024 |
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| Raymond James & Associates | 263k | $27M | -5% | Mar 2024 |
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| Probity Advisors | 261k | $27M | -1% | Mar 2024 |
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| Savant Capital Management | 254k | $26M | -5% | Mar 2024 |
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| Mariner Wealth Advisors | 241k | $25M | -5% | Mar 2024 |
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| SPC Financial | 239k | $25M | 2% | Mar 2024 |
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| Cambridge Investment Research Advisors | 233k | $24M | 2% | Mar 2024 |
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| GHP Investment Advisors | 214k | $22M | -1% | Mar 2024 |
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| United Capital Financial Advisers | 213k | $22M | -7% | Mar 2024 |
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| Advisor Group Holdings | 210k | $22M | -85% | Mar 2024 |
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| Phillips Financial Management | 204k | $21M | -1% | Mar 2024 |
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| Heartwood Wealth Advisors | 204k | $21M | 2% | Dec 2023 |
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| Warren Averett Asset Management | 203k | $21M | -9% | Mar 2024 |
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| HPM Partners | 201k | $21M | -1% | Mar 2024 |
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| Lido Advisors | 179k | $18M | 228% | Mar 2024 |
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| MAI Wealth Advisors | 167k | $17M | 4% | Mar 2024 |
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| Ellis Investment Partners | 159k | $16M | -1% | Mar 2024 |
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| Rockefeller Capital Management | 154k | $16M | 1% | Dec 2023 |
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| Raymond James Financial Services Advisors | 149k | $15M | -29% | Mar 2024 |
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| Susquehanna International | 141k | $15M | 237% | Mar 2024 |
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| Creative Planning | 139k | $14M | -6% | Mar 2024 |
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| Brian McDonald | 135k | $14M | -11% | Mar 2024 |
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| Keybank National Association | 128k | $13M | 22% | Mar 2024 |
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| Etfidea | 120k | $12M | 2% | Mar 2024 |
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| Mercer Global Advisors | 116k | $12M | -5% | Mar 2024 |
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| Captrust Financial Advisors | 115k | $12M | -7% | Mar 2024 |
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| Relative Value Partners | 113k | $11M | -1% | Mar 2024 |
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| One Day In July | 112k | $12M | -1% | Mar 2024 |
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| CIBC World Markets | 108k | $11M | 9% | Mar 2024 |
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| Covenant Partners | 107k | $11M | -1% | Mar 2024 |
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| Moneta Group Investment Advisors | 106k | $11M | -5% | Dec 2023 |
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| Financial Advisors Network | 106k | $11M | 1% | Dec 2023 |
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| Wealth Architects | 104k | $11M | 0% | Mar 2024 |
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| Us Bancorp | 99k | $10M | -8% | Mar 2024 |
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| JFS Wealth Advisors | 99k | $10M | 10% | Mar 2024 |
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| Asset Dedication | 96k | $9.9M | -2% | Mar 2024 |
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| First Heartland Consultants | 93k | $9.6M | 178% | Mar 2024 |
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| Glenmede Trust Company | 91k | $9.4M | -7% | Mar 2024 |
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| Kestra Advisory Services | 88k | $9.1M | 8% | Dec 2023 |
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| Buckingham Asset Management | 87k | $8.9M | 1% | Mar 2024 |
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| Bank Of Oklahoma National Association / | 86k | $8.7M | -2% | Mar 2024 |
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| Sterling Financial Planning | 84k | $8.7M | -2% | Mar 2024 |
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| RTD Financial Advisors | 84k | $8.6M | 2% | Mar 2024 |
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| Home Federal Bank Of Tennessee | 84k | $8.6M | 1% | Mar 2024 |
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| Sax Wealth Advisors | 83k | $8.6M | -7% | Mar 2024 |
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| Evanson Asset Management | 80k | $8.2M | -8% | Mar 2024 |
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| Forbes Financial Planning | 79k | $8.1M | -1% | Mar 2024 |
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| Salomon & Ludwin | 78k | $8.0M | 0% | Mar 2024 |
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| Capital Advisors | 77k | $8.0M | -5% | Mar 2024 |
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| Steward Partners Investment Advisory | 77k | $7.9M | -2% | Mar 2024 |
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| Lansing Street Advisors | 76k | $7.9M | 100% | Mar 2024 |
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| Sepio Capital | 76k | $7.8M | -14% | Dec 2023 |
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| Fifth Third Bancorp | 76k | $7.8M | -7% | Mar 2024 |
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| Pinnacle Financial Partners | 75k | $7.7M | 2% | Mar 2024 |
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| H D Vest Advisory Services | 75k | $7.7M | 1% | Mar 2024 |
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| Chicago Partners Investment | 75k | $7.4M | 1% | Mar 2024 |
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| Access Investment Management | 73k | $7.5M | -6% | Mar 2024 |
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| Family Firm | 72k | $7.4M | 2% | Mar 2024 |
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| CI Private Wealth | 72k | $7.4M | -92% | Mar 2024 |
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| J.W. Burns & Company | 71k | $7.3M | -1% | Mar 2024 |
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| Ifrah Financial Services | 67k | $6.9M | -1% | Mar 2024 |
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| NorthCrest Asset Manangement | 64k | $6.6M | 3% | Mar 2024 |
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| Atria Wealth Solutions | 63k | $6.5M | -46% | Mar 2024 |
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| Ironwood Wealth Management | 62k | $6.4M | -1% | Mar 2024 |
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| PFG Financial Advisors | 61k | $6.2M | 5% | Mar 2024 |
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| Kestra Private Wealth Services | 60k | $6.1M | 4% | Mar 2024 |
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| Colony | 59k | $6.1M | 490% | Mar 2024 |
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| Jane Street | 58k | $6.0M | 100% | Mar 2024 |
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| Northeast Financial Consultants | 57k | $5.9M | -19% | Mar 2024 |
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| Cassaday & Co Wealth Management | 57k | $5.8M | -1% | Mar 2024 |
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| Sigma Planning | 56k | $5.8M | 163% | Mar 2024 |
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| Stokes Family Office | 56k | $5.8M | 0% | Mar 2024 |
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| Wintrust Financial Corporation | 56k | $5.8M | 2% | Mar 2024 |
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| Atomi Financial Group | 56k | $5.7M | 171% | Mar 2024 |
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| Soundmark Wealth Management | 55k | $5.6M | -2% | Mar 2024 |
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| Rodgers & Associates | 54k | $5.5M | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 53k | $5.4M | -4% | Mar 2024 |
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| Lake Street Financial | 53k | $5.4M | 100% | Mar 2024 |
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| Strategic Wealth Partners | 53k | $5.4M | -2% | Mar 2024 |
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| Foundry Financial Group | 52k | $5.4M | 12% | Mar 2024 |
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| Franklin Resources | 52k | $5.4M | 0% | Mar 2024 |
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| Accretive Wealth Partners | 51k | $5.0M | 0% | Mar 2024 |
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| Evensky & Katz | 51k | $5.2M | -1% | Mar 2024 |
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| Northern Oak Capital Management | 50k | $5.2M | -11% | Mar 2024 |
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| Southern Capital Advisors | 50k | $5.1M | 1% | Mar 2024 |
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| Blue Edge Capital | 50k | $5.1M | 0% | Mar 2024 |
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| Occidental Asset Management | 49k | $5.0M | 3% | Mar 2024 |
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| Larson Financial Group | 48k | $4.9M | 98% | Mar 2024 |
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| GW & Wade | 48k | $4.9M | -1% | Dec 2023 |
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| Crescent Grove Advisors | 47k | $4.8M | -1% | Mar 2024 |
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| Janney Montgomery Scott | 46k | $4.8M | -9% | Mar 2024 |
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| Quent Capital | 46k | $4.7M | 3% | Mar 2024 |
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| Pittenger & Anderson | 46k | $4.7M | 0% | Mar 2024 |
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| Greenleaf Trust | 46k | $4.7M | -2% | Mar 2024 |
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| Streettalk Advisors | 46k | $4.7M | -8% | Mar 2024 |
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| Concurrent Investment Advisors | 45k | $4.7M | 197% | Mar 2024 |
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| Lutz Financial Services | 45k | $4.6M | -1% | Mar 2024 |
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| Level Four Advisory Services | 45k | $4.6M | 0% | Mar 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 45k | $4.6M | -2% | Mar 2024 |
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| Integrated Wealth Concepts | 44k | $4.6M | 2% | Mar 2024 |
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| DT Investment Partners | 44k | $4.5M | 0% | Mar 2024 |
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| Northern Trust | 43k | $4.5M | 1% | Mar 2024 |
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| Sowell Financial Services | 43k | $4.4M | -9% | Mar 2024 |
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| Sonata Capital | 43k | $4.4M | 7% | Mar 2024 |
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| Parallel Advisors | 43k | $4.4M | 7% | Mar 2024 |
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| Umb Bank N A | 43k | $4.4M | -2% | Mar 2024 |
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| Centerpoint Advisors | 42k | $4.3M | -3% | Mar 2024 |
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| Thrivent Financial for Lutherans | 42k | $4.3M | 38% | Mar 2024 |
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| Sequent Planning | 42k | $4.3M | 100% | Mar 2024 |
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| First Citizens Financial Corp | 41k | $4.2M | -3% | Dec 2023 |
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| First Merchants Bank, National Association | 40k | $4.1M | -20% | Mar 2024 |
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| Two Sigma Investments | 40k | $4.1M | -9% | Mar 2024 |
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| First County Bank | 40k | $4.1M | 60% | Mar 2024 |
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| Eley Financial Management | 39k | $4.0M | 100% | Mar 2024 |
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| Clayton Financial Group | 39k | $4.0M | -1% | Mar 2024 |
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| Graves-Light Private Wealth Management | 39k | $4.0M | 12% | Mar 2024 |
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| LTG Capital | 38k | $4.1M | 0% | Mar 2024 |
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| Pathstone Holdings | 38k | $3.9M | 15% | Mar 2024 |
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| BKM Wealth Management | 38k | $3.9M | 4% | Mar 2024 |
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| EP Wealth Advisors | 38k | $3.9M | -2% | Dec 2023 |
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| Yale Capital Corp. | 37k | $3.8M | 0% | Mar 2024 |
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| Mutual Advisors | 37k | $3.8M | -2% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 35k | $3.6M | -17% | Mar 2024 |
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| First Hawaiian Bank | 33k | $3.4M | -16% | Mar 2024 |
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| Advisory Services Network | 31k | $3.2M | -29% | Mar 2024 |
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| Pensionmark Financial Group | 31k | $3.1M | -76% | Mar 2024 |
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| Liberty Capital Management | 31k | $3.1M | -26% | Mar 2024 |
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| Wealth Quarterback | 30k | $3.0M | -24% | Mar 2024 |
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| Punch & Associates Investment Management | 25k | $2.6M | -49% | Dec 2023 |
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| Operose Advisors | 23k | $2.4M | -47% | Mar 2024 |
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| Corepath Wealth Partners | 21k | $2.0M | -54% | Mar 2024 |
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| Parkside Financial Bank & Trust | 17k | $1.8M | -58% | Mar 2024 |
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| Journey Advisory Group | 13k | $1.4M | -78% | Mar 2024 |
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| National Asset Management | 13k | $1.2M | -84% | Mar 2024 |
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| Envestnet Portfolio Solutions | 12k | $1.2M | -90% | Mar 2024 |
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| Regal Investment Advisors | 11k | $1.1M | -84% | Mar 2024 |
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| Granite Bay Wealth Management | 11k | $1.1M | -89% | Mar 2024 |
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| Principal Securities | 5.2k | $530k | -97% | Mar 2024 |
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| SigFig Wealth Management | 3.4k | $345k | -95% | Mar 2024 |
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| Orion Portfolio Solutions | 2.8k | $286k | -100% | Mar 2024 |
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Who sold out of iShares S&P SmallCap 600 Value Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Oppenheimer Asset Management | Sep 2023 | 87k | $7.8M |
| Strategic Point Investment Advisors | Sep 2023 | 54k | $4.8M |
| Centennial Wealth Advisory | Dec 2023 | 38k | $3.9M |