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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 3.8M | $393M | 7% | Dec 2023 |
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| Wells Fargo & Company | 1.5M | $150M | -4% | Dec 2023 |
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| Regions Bank | 1.4M | $148M | 2% | Mar 2024 |
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| Advisor Group Holdings | 1.4M | $145M | 393% | Dec 2023 |
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| UBS Group | 1.1M | $114M | -1% | Dec 2023 |
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| M^T Bank Corporation | 1.0M | $106M | -3% | Dec 2023 |
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| Prime Capital Investment Advisors | 975k | $101M | 1% | Dec 2023 |
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| CI Private Wealth | 855k | $88M | -1% | Dec 2023 |
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| Modera Wealth Management | 816k | $84M | -2% | Dec 2023 |
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| Pnc Financial Services | 727k | $75M | -25% | Dec 2023 |
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| Commonwealth Equity Services | 702k | $72M | 41% | Dec 2023 |
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| Goldman Sachs Group | 649k | $67M | 194% | Dec 2023 |
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| Orion Portfolio Solutions | 578k | $58M | 21828% | Dec 2023 |
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| Bessemer | 522k | $54M | 0% | Dec 2023 |
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| HighTower Advisors | 468k | $48M | 20% | Dec 2023 |
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| Royal Bank of Canada | 463k | $49M | 12% | Dec 2023 |
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| Bank Of Montreal | 417k | $44M | 20% | Dec 2023 |
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| Stifel Financial | 390k | $40M | 8% | Dec 2023 |
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| Jpmorgan Chase & Co | 381k | $39M | 60% | Dec 2023 |
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| One Capital Management | 380k | $39M | -3% | Dec 2023 |
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| Branch Banking & Trust Company | 371k | $38M | -58% | Dec 2023 |
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| Baird Financial | 320k | $33M | 1% | Dec 2023 |
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| Bailard | 302k | $31M | -2% | Dec 2023 |
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| Palisades Hudson Asset Management | 293k | $30M | 0% | Dec 2023 |
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| G. W. Henssler & Associates | 282k | $29M | -4% | Dec 2023 |
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| Savant Capital Management | 267k | $28M | -7% | Dec 2023 |
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| Probity Advisors | 264k | $27M | -4% | Dec 2023 |
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| Raymond James & Associates | 263k | $27M | -5% | Mar 2024 |
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| Mariner Wealth Advisors | 255k | $26M | -3% | Dec 2023 |
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| SPC Financial | 234k | $24M | -2% | Dec 2023 |
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| Cambridge Investment Research Advisors | 233k | $24M | 2% | Mar 2024 |
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| United Capital Financial Advisers | 230k | $24M | -46% | Dec 2023 |
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| Warren Averett Asset Management | 222k | $23M | -9% | Dec 2023 |
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| GHP Investment Advisors | 214k | $22M | -1% | Mar 2024 |
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| Phillips Financial Management | 204k | $21M | -1% | Mar 2024 |
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| Principal Securities | 204k | $21M | 100% | Dec 2023 |
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| Heartwood Wealth Advisors | 204k | $21M | 2% | Dec 2023 |
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| HPM Partners | 202k | $21M | 5% | Dec 2023 |
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| MAI Wealth Advisors | 160k | $17M | 7% | Dec 2023 |
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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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| Creative Planning | 147k | $15M | 2% | Dec 2023 |
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| Pensionmark Financial Group | 127k | $13M | -61% | Dec 2023 |
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| Captrust Financial Advisors | 123k | $13M | 6% | Dec 2023 |
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| Mercer Global Advisors | 122k | $13M | -6% | Dec 2023 |
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| Envestnet Portfolio Solutions | 120k | $12M | 100% | Dec 2023 |
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| Etfidea | 118k | $12M | -7% | Dec 2023 |
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| Atria Wealth Solutions | 116k | $12M | 111% | Dec 2023 |
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| Relative Value Partners | 114k | $12M | 21% | Dec 2023 |
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| One Day In July | 112k | $12M | -1% | Mar 2024 |
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| Us Bancorp | 108k | $11M | -5% | Dec 2023 |
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| Covenant Partners | 107k | $11M | 100% | Dec 2023 |
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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 | -1% | Dec 2023 |
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| Asset Dedication | 96k | $9.9M | -2% | Mar 2024 |
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| Granite Bay Wealth Management | 93k | $9.6M | 100% | Dec 2023 |
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| JFS Wealth Advisors | 90k | $9.3M | 0% | Dec 2023 |
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| Sax Wealth Advisors | 89k | $9.2M | -1% | Dec 2023 |
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| Kestra Advisory Services | 88k | $9.1M | 8% | Dec 2023 |
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| Bank Of Oklahoma National Association / | 88k | $9.0M | 2% | Dec 2023 |
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| Sterling Financial Planning | 87k | $8.9M | 0% | Dec 2023 |
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| Buckingham Asset Management | 86k | $8.9M | -12% | Dec 2023 |
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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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| Evanson Asset Management | 80k | $8.2M | -8% | Mar 2024 |
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| Steward Partners Investment Advisory | 79k | $8.1M | -1% | Dec 2023 |
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| National Asset Management | 79k | $8.1M | 509% | Dec 2023 |
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| Access Investment Management | 78k | $8.1M | 100% | Dec 2023 |
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| Salomon & Ludwin | 78k | $7.0M | 0% | Dec 2023 |
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| Capital Advisors | 77k | $8.0M | -5% | 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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| Chicago Partners Investment | 75k | $7.4M | 1% | Mar 2024 |
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| H D Vest Advisory Services | 75k | $7.7M | -13% | Dec 2023 |
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| Pinnacle Financial Partners | 74k | $7.6M | 1% | Dec 2023 |
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| Family Firm | 71k | $7.3M | -1% | Dec 2023 |
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| Northeast Financial Consultants | 71k | $7.3M | -3% | Dec 2023 |
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| J.W. Burns & Company | 71k | $7.3M | -1% | Mar 2024 |
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| Ifrah Financial Services | 68k | $7.0M | 2% | Dec 2023 |
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| NorthCrest Asset Manangement | 64k | $6.6M | 3% | Mar 2024 |
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| Ironwood Wealth Management | 62k | $6.4M | -1% | Mar 2024 |
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| SigFig Wealth Management | 61k | $6.3M | 100% | Dec 2023 |
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| PFG Financial Advisors | 61k | $6.2M | 5% | Mar 2024 |
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| Journey Advisory Group | 60k | $6.2M | 5% | Dec 2023 |
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| Kestra Private Wealth Services | 58k | $5.9M | 16% | Dec 2023 |
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| Cassaday & Co Wealth Management | 57k | $5.9M | 18% | Dec 2023 |
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| Northern Oak Capital Management | 57k | $5.9M | -1% | Dec 2023 |
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| Stokes Family Office | 56k | $5.8M | -10% | Dec 2023 |
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| Wintrust Financial Corporation | 55k | $5.7M | -2% | Dec 2023 |
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| Soundmark Wealth Management | 55k | $5.6M | -2% | Mar 2024 |
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| Lido Advisors | 55k | $5.6M | -4% | Dec 2023 |
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| Rodgers & Associates | 53k | $5.5M | 3% | Dec 2023 |
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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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| Franklin Resources | 52k | $5.4M | 6% | Dec 2023 |
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| Evensky & Katz | 51k | $5.2M | -1% | Mar 2024 |
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| Janney Montgomery Scott | 51k | $5.2M | 1% | Dec 2023 |
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| Accretive Wealth Partners | 51k | $5.2M | -4% | Dec 2023 |
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| Blue Edge Capital | 50k | $5.1M | 81% | Dec 2023 |
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| Southern Capital Advisors | 49k | $5.1M | 3% | Dec 2023 |
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| Streettalk Advisors | 49k | $5.1M | -21% | Dec 2023 |
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| Occidental Asset Management | 49k | $5.0M | 3% | Mar 2024 |
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| GW & Wade | 48k | $4.9M | -1% | Dec 2023 |
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| Sowell Financial Services | 47k | $4.9M | 11% | Dec 2023 |
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| Crescent Grove Advisors | 47k | $4.8M | -32% | Dec 2023 |
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| Foundry Financial Group | 47k | $4.8M | 100% | Dec 2023 |
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| Greenleaf Trust | 46k | $4.8M | 3% | Dec 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 46k | $4.7M | 0% | Dec 2023 |
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| Pittenger & Anderson | 46k | $4.7M | 0% | Dec 2023 |
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| Lutz Financial Services | 45k | $4.7M | -1% | Dec 2023 |
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| Corepath Wealth Partners | 45k | $4.5M | 1% | Dec 2023 |
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| Level Four Advisory Services | 45k | $4.6M | 0% | Dec 2023 |
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| Quent Capital | 45k | $4.6M | 6% | Dec 2023 |
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| Operose Advisors | 44k | $4.6M | -17% | Dec 2023 |
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| DT Investment Partners | 44k | $4.4M | 16% | Dec 2023 |
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| Two Sigma Investments | 44k | $4.5M | 30% | Dec 2023 |
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| Advisory Services Network | 44k | $4.5M | 41% | Dec 2023 |
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| Centerpoint Advisors | 43k | $4.5M | -2% | Dec 2023 |
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| Umb Bank N A | 43k | $4.4M | -2% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 42k | $4.4M | 1% | Dec 2023 |
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| First Citizens Financial Corp | 41k | $4.2M | -3% | Dec 2023 |
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| Parkside Financial Bank & Trust | 41k | $4.2M | 2505% | Dec 2023 |
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| Sonata Capital | 40k | $4.1M | 0% | Dec 2023 |
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| Parallel Advisors | 40k | $4.1M | -3% | Dec 2023 |
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| First Merchants Bank, National Association | 40k | $4.1M | -20% | Mar 2024 |
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| Clayton Financial Group | 39k | $4.1M | 100% | Dec 2023 |
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| LTG Capital | 39k | $4.0M | 0% | Dec 2023 |
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| BKM Wealth Management | 38k | $3.9M | 4% | Mar 2024 |
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| Mutual Advisors | 38k | $3.9M | 226% | Dec 2023 |
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| EP Wealth Advisors | 38k | $3.9M | -2% | Dec 2023 |
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| SOA Wealth Advisors | 36k | $3.7M | -1% | Mar 2024 |
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| Graves-Light Private Wealth Management | 35k | $3.6M | 2% | Dec 2023 |
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| SJA Financial Advisory | 35k | $3.6M | -2% | Dec 2023 |
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| IFP Advisors | 35k | $3.6M | 1872% | Dec 2023 |
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| Courier Capital Corp | 34k | $3.5M | 9% | Mar 2024 |
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| First Heartland Consultants | 34k | $3.5M | 57% | Dec 2023 |
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| McKinley Carter Wealth Services | 34k | $3.4M | -4% | Mar 2024 |
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| Ballentine Partners | 33k | $3.4M | 0% | Mar 2024 |
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| Pathstone Holdings | 33k | $3.4M | 100% | Dec 2023 |
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| First Hawaiian Bank | 33k | $3.4M | -16% | Mar 2024 |
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| Quotient Wealth Partners | 33k | $3.3M | 100% | Dec 2023 |
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| Hilltop Holdings | 32k | $3.3M | 60% | Dec 2023 |
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| Sound Income Strategies | 32k | $3.3M | -13% | Mar 2024 |
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| Citadel Advisors | 31k | $3.2M | -58% | Dec 2023 |
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| Liberty Capital Management | 31k | $3.1M | -26% | Mar 2024 |
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| Diversified Trust Company | 30k | $3.1M | 6% | Mar 2024 |
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| Abacus Planning Group | 30k | $3.0M | -3% | Mar 2024 |
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| Two Sigma Advisers | 29k | $3.0M | -18% | Dec 2023 |
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| Bank of New York Mellon | 28k | $2.9M | -21% | Mar 2024 |
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| Punch & Associates Investment Management | 25k | $2.6M | -49% | Dec 2023 |
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| Larson Financial Group | 24k | $2.5M | -50% | Dec 2023 |
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| Ullmann Financial | 22k | $2.2M | -35% | Dec 2023 |
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| Sigma Planning | 21k | $2.2M | -62% | Dec 2023 |
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| Cosner Financial Group | 3.3k | $342k | -97% | Dec 2023 |
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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 |
|---|---|---|---|
| Strategic Point Investment Advisors | Sep 2023 | 54k | $4.8M |
| Hrt Financial | Sep 2023 | 49k | $4.4M |
| Centennial Wealth Advisory | Dec 2023 | 38k | $3.9M |