Who owns iShares S&P SmallCap 600 Value Idx?
- Ticker: IJS
- CUSIP Number: 464287879
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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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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 | 3.5M | $338M | -13% | Jun 2024 |
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Bank of America Corporation | 3.4M | $362M | -3% | Sep 2024 |
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M^T Bank Corporation | 1.5M | $163M | 0% | Sep 2024 |
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Regions Bank | 1.5M | $161M | 2% | Sep 2024 |
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Wells Fargo & Company | 1.3M | $140M | -2% | Sep 2024 |
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Prime Capital Investment Advisors | 911k | $98M | -1% | Sep 2024 |
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LPL Financial | 772k | $83M | 24% | Sep 2024 |
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Modera Wealth Management | 764k | $82M | -3% | Sep 2024 |
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Envestnet Asset Management | 700k | $75M | -1% | Sep 2024 |
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Pnc Financial Services | 675k | $73M | -1% | Sep 2024 |
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Commonwealth Equity Services | 647k | $70M | 28% | Sep 2024 |
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Royal Bank of Canada | 454k | $49M | 3% | Sep 2024 |
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One Capital Management | 437k | $47M | 6% | Sep 2024 |
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Stifel Financial | 389k | $38M | -2% | Jun 2024 |
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Jpmorgan Chase & Co | 371k | $40M | 7% | Sep 2024 |
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HighTower Advisors | 330k | $32M | -2% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 319k | $34M | -14% | Sep 2024 |
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G. W. Henssler & Associates | 314k | $34M | 2% | Sep 2024 |
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Burns Wealth Management | 308k | $33M | -5% | Sep 2024 |
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Bailard | 301k | $32M | 1% | Sep 2024 |
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Palisades Hudson Asset Management | 292k | $32M | 0% | Sep 2024 |
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Raymond James & Associates | 262k | $28M | -2% | Sep 2024 |
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Jones Financial Companies, L.L | 258k | $28M | 8% | Sep 2024 |
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SPC Financial | 235k | $25M | -3% | Sep 2024 |
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Mariner Wealth Advisors | 235k | $25M | -2% | Sep 2024 |
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Branch Banking & Trust Company | 217k | $21M | -18% | Jun 2024 |
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Heartwood Wealth Advisors | 209k | $23M | 1% | Sep 2024 |
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Savant Capital Management | 209k | $23M | -13% | Sep 2024 |
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United Capital Financial Advisers | 209k | $23M | 1% | Sep 2024 |
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GHP Investment Advisors | 208k | $22M | -1% | Sep 2024 |
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Goldman Sachs Group | 206k | $20M | -31% | Jun 2024 |
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Probity Advisors | 202k | $22M | -9% | Sep 2024 |
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Kovitz Investment Group Partners | 197k | $16M | 254% | Sep 2024 |
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HPM Partners | 197k | $21M | 1% | Sep 2024 |
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Phillips Financial Management | 189k | $20M | -5% | Sep 2024 |
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Lido Advisors | 186k | $18M | 4% | Jun 2024 |
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Family Firm | 174k | $8.0M | 0% | Sep 2024 |
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MAI Wealth Advisors | 164k | $18M | 1% | Sep 2024 |
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Rockefeller Capital Management | 163k | $16M | 3% | Jun 2024 |
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Cambridge Investment Research Advisors | 162k | $17M | 64% | Sep 2024 |
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Ellis Investment Partners | 150k | $16M | -3% | Sep 2024 |
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Moneta Group Investment Advisors | 150k | $16M | -3% | Sep 2024 |
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Advisor Group Holdings | 145k | $16M | -31% | Sep 2024 |
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Raymond James Financial Services Advisors | 139k | $15M | -3% | Sep 2024 |
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Creative Planning | 138k | $15M | 1% | Sep 2024 |
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Keybank National Association | 130k | $14M | 3% | Sep 2024 |
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Mercer Global Advisors | 129k | $11M | 12% | Jun 2024 |
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Etfidea | 121k | $13M | 1% | Sep 2024 |
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Brian McDonald | 114k | $12M | -6% | Sep 2024 |
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Covenant Partners | 104k | $11M | -2% | Sep 2024 |
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CIBC World Markets | 104k | $11M | -1% | Sep 2024 |
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Colony | 102k | $11M | -21% | Sep 2024 |
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Wealth Architects | 102k | $11M | -2% | Sep 2024 |
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Captrust Financial Advisors | 97k | $10M | -7% | Sep 2024 |
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Asset Dedication | 94k | $10M | -1% | Sep 2024 |
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JFS Wealth Advisors | 93k | $10M | -3% | Sep 2024 |
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Us Bancorp | 92k | $9.9M | -6% | Sep 2024 |
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Asset Managment | 90k | $9.7M | 0% | Sep 2024 |
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One Day In July | 88k | $9.5M | -11% | Sep 2024 |
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RTD Financial Advisors | 88k | $9.5M | 1% | Sep 2024 |
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Bank Of Oklahoma National Association / | 88k | $9.2M | 1% | Sep 2024 |
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H D Vest Advisory Services | 87k | $8.4M | 15% | Jun 2024 |
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Prospera Financial Services | 87k | $9.3M | 605% | Sep 2024 |
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Buckingham Asset Management | 86k | $8.3M | -2% | Jun 2024 |
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Glenmede Trust Company | 85k | $9.2M | -7% | Sep 2024 |
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Financial Engines Advisors L.L.C | 83k | $8.9M | 194% | Sep 2024 |
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Sterling Financial Planning | 82k | $8.8M | -2% | Sep 2024 |
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Home Federal Bank Of Tennessee | 82k | $8.8M | -2% | Sep 2024 |
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Lansing Street Advisors | 82k | $8.8M | 7% | Sep 2024 |
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Kestra Private Wealth Services | 82k | $8.8M | 27% | Sep 2024 |
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Sax Wealth Advisors | 81k | $8.7M | -1% | Sep 2024 |
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Tower Research Capital | 80k | $7.8M | 381714% | Jun 2024 |
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Evanson Asset Management | 78k | $8.4M | 0% | Sep 2024 |
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Capital Advisors | 77k | $8.2M | 0% | Sep 2024 |
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Bryn Mawr Trust | 76k | $7.4M | -4% | Jun 2024 |
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Steward Partners Investment Advisory | 74k | $7.2M | -4% | Jun 2024 |
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Cetera Investment Advisers | 74k | $7.2M | -20% | Jun 2024 |
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Pinnacle Financial Partners | 73k | $7.8M | 3% | Sep 2024 |
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Fifth Third Bancorp | 72k | $7.7M | -6% | Sep 2024 |
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Chicago Partners Investment | 71k | $7.6M | -2% | Sep 2024 |
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Cordatus Wealth Management | 71k | $7.6M | 100% | Sep 2024 |
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Wealth Quarterback | 70k | $7.6M | 151% | Sep 2024 |
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TrinityPoint Wealth | 70k | $7.5M | 73% | Sep 2024 |
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J.W. Burns & Company | 69k | $7.4M | 2% | Sep 2024 |
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CI Private Wealth | 68k | $7.3M | 10% | Sep 2024 |
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Oxler Private Wealth | 68k | $7.3M | 162% | Sep 2024 |
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Ifrah Financial Services | 66k | $7.1M | 0% | Sep 2024 |
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NorthCrest Asset Manangement | 66k | $6.4M | 3% | Jun 2024 |
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Sepio Capital | 66k | $6.4M | -13% | Jun 2024 |
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Atria Wealth Solutions | 66k | $7.1M | 0% | Sep 2024 |
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Ironwood Wealth Management | 61k | $6.5M | 0% | Sep 2024 |
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Lake Street Financial | 60k | $6.5M | 10% | Sep 2024 |
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Cassaday & Co Wealth Management | 57k | $6.2M | -2% | Sep 2024 |
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Wintrust Financial Corporation | 57k | $6.1M | 2% | Sep 2024 |
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Relative Value Partners | 55k | $5.3M | -51% | Jun 2024 |
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Northeast Financial Consultants | 54k | $5.8M | -3% | Sep 2024 |
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Occidental Asset Management | 54k | $5.8M | -1% | Sep 2024 |
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Wealth Enhancement Advisory Services | 53k | $5.1M | -1% | Jun 2024 |
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Rodgers & Associates | 52k | $5.6M | -1% | Sep 2024 |
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Franklin Resources | 52k | $5.6M | 0% | Sep 2024 |
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Stokes Family Office | 52k | $5.6M | -7% | Sep 2024 |
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First County Bank | 51k | $5.5M | 12% | Sep 2024 |
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Integrated Wealth Concepts | 51k | $5.5M | 2% | Sep 2024 |
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Atomi Financial Group | 51k | $5.5M | -46% | Sep 2024 |
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Concurrent Investment Advisors | 51k | $5.5M | 2% | Sep 2024 |
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International Assets Investment Management | 51k | $439k | 6804% | Sep 2024 |
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Salomon & Ludwin | 51k | $5.4M | -10% | Sep 2024 |
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Sigma Planning | 50k | $5.4M | -3% | Sep 2024 |
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Code Waechter | 49k | $5.3M | 100% | Sep 2024 |
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Blue Edge Capital | 49k | $4.8M | -1% | Jun 2024 |
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Mml Investors Services | 49k | $5.3M | 2% | Sep 2024 |
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Azimuth Capital Investment Management | 49k | $5.2M | -2% | Sep 2024 |
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Accretive Wealth Partners | 48k | $5.2M | -5% | Sep 2024 |
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Courier Capital Corp | 48k | $5.2M | 16% | Sep 2024 |
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Janney Montgomery Scott | 48k | $5.1M | 100% | Sep 2024 |
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Quent Capital | 47k | $5.0M | 2% | Sep 2024 |
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Peapack Gladstone Financial Corp | 47k | $4.5M | 29% | Jun 2024 |
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Thrivent Financial for Lutherans | 46k | $5.0M | 11% | Sep 2024 |
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Pittenger & Anderson | 46k | $4.9M | 0% | Sep 2024 |
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Advisory Services Network | 45k | $4.4M | 0% | Sep 2024 |
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Level Four Advisory Services | 45k | $4.4M | 1% | Jun 2024 |
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Evensky & Katz | 45k | $4.9M | -3% | Sep 2024 |
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Northern Oak Capital Management | 45k | $4.8M | -9% | Sep 2024 |
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Greenup Street Wealth Management | 45k | $4.8M | 1744% | Sep 2024 |
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Greenleaf Trust | 45k | $4.8M | -1% | Sep 2024 |
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Pathstone Holdings | 45k | $4.8M | 13% | Sep 2024 |
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Parallel Advisors | 44k | $4.8M | 3% | Sep 2024 |
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Sequent Planning | 44k | $4.3M | 7% | Jun 2024 |
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Lutz Financial Services | 44k | $4.8M | -1% | Sep 2024 |
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Sowell Financial Services | 44k | $4.7M | 2% | Sep 2024 |
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DT Investment Partners | 44k | $4.7M | 0% | Sep 2024 |
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Sonata Capital | 44k | $4.7M | -3% | Sep 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 43k | $4.7M | -5% | Sep 2024 |
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Streettalk Advisors | 41k | $4.5M | -6% | Sep 2024 |
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Centerpoint Advisors | 41k | $4.4M | -1% | Sep 2024 |
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LTG Capital | 41k | $4.4M | -1% | Sep 2024 |
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Clayton Financial Group | 41k | $4.4M | 5% | Sep 2024 |
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Citadel Advisors | 41k | $4.4M | 140% | Sep 2024 |
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First Citizens Financial Corp | 40k | $4.3M | 0% | Sep 2024 |
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BKM Wealth Management | 40k | $4.3M | 0% | Sep 2024 |
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Graves-Light Private Wealth Management | 40k | $3.8M | 2% | Jun 2024 |
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Patriot Financial Group Insurance Agency | 39k | $4.2M | 3% | Sep 2024 |
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Birch Hill Investment Advisors | 38k | $4.1M | 18% | Sep 2024 |
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First Merchants Bank, National Association | 37k | $4.0M | -4% | Sep 2024 |
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Yale Capital Corp. | 37k | $4.0M | 0% | Sep 2024 |
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Kestra Advisory Services | 37k | $4.0M | -12% | Sep 2024 |
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EP Wealth Advisors | 37k | $3.9M | 4% | Sep 2024 |
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Jane Street | 36k | $3.9M | -15% | Sep 2024 |
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Eley Financial Management | 36k | $3.8M | -2% | Sep 2024 |
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Northern Trust | 28k | $3.1M | -34% | Sep 2024 |
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Larson Financial Group | 27k | $2.9M | -43% | Sep 2024 |
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Financial Advisory Corp | 27k | $2.9M | -30% | Sep 2024 |
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IFP Advisors | 21k | $2.0M | -42% | Jun 2024 |
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Two Sigma Investments | 15k | $1.5M | -62% | Jun 2024 |
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PFG Financial Advisors | 8.8k | $943k | -86% | Sep 2024 |
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D. E. Shaw & Co | 5.7k | $613k | -92% | Sep 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 |
---|---|---|---|
NISA Investment Advisors | Jun 2024 | 59k | $5.7M |
Soundmark Wealth Management | Mar 2024 | 55k | $5.6M |
Crescent Grove Advisors | Jun 2024 | 44k | $4.3M |