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 | 3.2M | $380M | 4% | Mar 2026 |
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| Bank of America Corporation | 3.2M | $434M | 1% | Jun 2026 |
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| Sherman Porfolios | 1.9M | $226M | -2% | Jun 2026 |
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| FMR | 1.7M | $227M | 2% | Jun 2026 |
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| Pinkerton Retirement Specialists | 1.6M | $187M | 100% | Jun 2026 |
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| Wells Fargo & Company | 1.5M | $208M | 6% | Jun 2026 |
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| UBS Group | 947k | $129M | -13% | Jun 2026 |
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| USA Financial Portformulas | 928k | $110M | 100% | Mar 2026 |
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| LPL Financial | 871k | $119M | 0% | Jun 2026 |
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| Prime Capital Investment Advisors | 756k | $103M | -2% | Jun 2026 |
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| Modera Wealth Management | 698k | $95M | -2% | Jun 2026 |
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| Envestnet Asset Management | 569k | $78M | -3% | Jun 2026 |
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| M^T Bank Corporation | 544k | $74M | -3% | Jun 2026 |
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| Pnc Financial Services | 534k | $73M | -4% | Jun 2026 |
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| Royal Bank of Canada | 476k | $65M | -14% | Jun 2026 |
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| Commonwealth Equity Services | 466k | $64M | -2% | Jun 2026 |
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| Ameriprise Financial | 421k | $58M | -50% | Jun 2026 |
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| Savant Capital Management | 414k | $58M | 188% | Jun 2026 |
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| Raymond James Financial | 403k | $55M | 1% | Jun 2026 |
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| HighTower Advisors | 392k | $54M | -22% | Jun 2026 |
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| Jones Financial Companies, L.L | 378k | $52M | 1% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 366k | $50M | -3% | Jun 2026 |
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| Advisor Group Holdings | 347k | $48M | 25% | Jun 2026 |
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| Pensionmark Financial Group | 343k | $41M | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 339k | $46M | 100% | Jun 2026 |
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| Regions Bank | 337k | $46M | -8% | Jun 2026 |
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| Stifel Financial | 288k | $39M | -5% | Jun 2026 |
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| Colony | 287k | $39M | -5% | Jun 2026 |
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| Burns Wealth Management | 280k | $33M | -1% | Mar 2026 |
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| Palisades Hudson Asset Management | 274k | $37M | -3% | Jun 2026 |
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| Bailard | 265k | $36M | -1% | Jun 2026 |
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| Cetera Investment Advisers | 258k | $35M | 3% | Jun 2026 |
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| Bank Of Montreal | 253k | $30M | 100% | Mar 2026 |
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| Baird Financial | 247k | $34M | -2% | Jun 2026 |
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| Heartwood Wealth Advisors | 246k | $34M | 4% | Jun 2026 |
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| HPM Partners | 227k | $31M | 16% | Jun 2026 |
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| AlphaCore Capital | 222k | $30M | -4% | Jun 2026 |
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| Mariner Wealth Advisors | 204k | $28M | -20% | Jun 2026 |
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| MAI Wealth Advisors | 196k | $27M | 6% | Jun 2026 |
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| GHP Investment Advisors | 195k | $27M | -1% | Jun 2026 |
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| Rockefeller Capital Management | 195k | $27M | -1% | Jun 2026 |
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| Concurrent Investment Advisors | 188k | $26M | 209% | Jun 2026 |
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| Kestra Private Wealth Services | 182k | $25M | 3% | Jun 2026 |
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| Moneta Group Investment Advisors | 175k | $24M | 0% | Jun 2026 |
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| Probity Advisors | 169k | $23M | -1% | Jun 2026 |
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| Creative Planning | 166k | $23M | -1% | Jun 2026 |
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| United Capital Financial Advisers | 159k | $22M | -5% | Jun 2026 |
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| Parallax Volatility Advisers | 150k | $21M | 200% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 147k | $20M | -3% | Jun 2026 |
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| Fifth Third Bancorp | 140k | $19M | -2% | Jun 2026 |
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| Keybank National Association | 139k | $19M | -1% | Jun 2026 |
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| Ellis Investment Partners | 136k | $19M | -1% | Jun 2026 |
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| Goldman Sachs Group | 136k | $19M | 6% | Jun 2026 |
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| Cambridge Investment Research Advisors | 132k | $18M | -4% | Jun 2026 |
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| Mercer Global Advisors | 124k | $17M | 12% | Jun 2026 |
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| Warren Averett Asset Management | 124k | $17M | -4% | Jun 2026 |
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| Financial Advisors Network | 123k | $17M | 5% | Jun 2026 |
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| LLBH Private Wealth Management | 121k | $17M | 3% | Jun 2026 |
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| Branch Banking & Trust Company | 119k | $16M | -3% | Jun 2026 |
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| Wealth Architects | 109k | $15M | -1% | Jun 2026 |
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| Lido Advisors | 108k | $15M | 0% | Jun 2026 |
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| Pinnacle Financial Partners | 107k | $15M | 3% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 106k | $8.0M | 100% | Jun 2026 |
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| Farther Finance Advisors | 103k | $14M | 3% | Jun 2026 |
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| Captrust Financial Advisors | 101k | $14M | 21% | Jun 2026 |
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| Silver Oak Securities | 92k | $13M | 100% | Jun 2026 |
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| TABR Capital Management | 86k | $12M | 100% | Jun 2026 |
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| Lake Street Financial | 86k | $12M | 0% | Jun 2026 |
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| Asset Managment | 84k | $12M | 0% | Jun 2026 |
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| Glenmede Trust Company | 83k | $11M | 0% | Jun 2026 |
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| Home Federal Bank Of Tennessee | 83k | $11M | -1% | Jun 2026 |
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| One Capital Management | 83k | $9.8M | 0% | Jun 2026 |
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| CIBC World Markets | 81k | $11M | -15% | Jun 2026 |
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| Chicago Partners Investment | 79k | $11M | 21% | Jun 2026 |
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| CI Private Wealth | 79k | $11M | -15% | Jun 2026 |
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| Merit Financial Group | 79k | $11M | -18% | Jun 2026 |
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| Cassaday & Co Wealth Management | 78k | $11M | -1% | Jun 2026 |
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| Evanson Asset Management | 78k | $9.2M | 0% | Mar 2026 |
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| Evanson Financial | 78k | $11M | 100% | Jun 2026 |
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| RTD Financial Advisors | 77k | $11M | -6% | Jun 2026 |
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| Arkadios Wealth Advisors | 76k | $10M | -2% | Jun 2026 |
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| Sterling Financial Planning | 73k | $10M | -4% | Jun 2026 |
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| Peapack Gladstone Financial Corp | 72k | $9.8M | 6% | Jun 2026 |
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| JFS Wealth Advisors | 72k | $9.8M | -1% | Jun 2026 |
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| Capital Advisors | 72k | $9.8M | 1% | Jun 2026 |
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| Bank Of Oklahoma National Association / | 71k | $9.7M | -2% | Jun 2026 |
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| Summit Financial | 71k | $9.7M | -7% | Jun 2026 |
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| Occidental Asset Management | 69k | $9.5M | -1% | Jun 2026 |
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| Private Advisor | 68k | $9.3M | 137% | Jun 2026 |
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| Castlekeep Investment Advisors | 68k | $9.3M | -1% | Jun 2026 |
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| May Barnhard Investments | 67k | $9.2M | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 65k | $8.9M | -7% | Jun 2026 |
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| Sax Wealth Advisors | 65k | $7.7M | 7% | Jun 2026 |
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| Phillips Financial Management | 64k | $8.8M | -23% | Jun 2026 |
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| First Heartland Consultants | 64k | $8.7M | 43% | Jun 2026 |
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| Pathstone Holdings | 64k | $8.7M | -8% | Jun 2026 |
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| One Day In July | 64k | $8.7M | -4% | Jun 2026 |
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| Ifrah Financial Services | 63k | $8.7M | -3% | Jun 2026 |
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| Accretive Wealth Partners | 63k | $8.5M | 8% | Jun 2026 |
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| Beacon Pointe Advisors | 61k | $8.3M | -5% | Jun 2026 |
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| Mission Wealth Management | 60k | $8.2M | 125% | Jun 2026 |
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| Us Bancorp | 59k | $8.1M | -5% | Jun 2026 |
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| Buckingham Strategic Partners | 59k | $8.0M | 149% | Jun 2026 |
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| Blue Edge Capital | 58k | $8.0M | 47% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 58k | $8.0M | -4% | Jun 2026 |
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| Ausdal Financial Partners | 58k | $8.0M | -4% | Jun 2026 |
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| Sigma Planning | 58k | $7.9M | 2% | Jun 2026 |
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| Hanson McClain Advisors | 55k | $7.5M | -5% | Jun 2026 |
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| Independence Financial Advisors | 54k | $7.4M | 100% | Jun 2026 |
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| Cresset Asset Management | 54k | $7.3M | 10% | Jun 2026 |
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| MidFirst Bank | 53k | $7.3M | -2% | Jun 2026 |
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| Crescent Grove Advisors | 53k | $7.2M | -1% | Jun 2026 |
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| Sowell Financial Services | 53k | $7.2M | -7% | Jun 2026 |
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| Ironwood Wealth Management | 52k | $7.1M | -3% | Jun 2026 |
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| SRS Capital Advisors | 52k | $7.1M | 398% | Jun 2026 |
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| Camarda Wealth Advisory | 51k | $7.0M | 104% | Jun 2026 |
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| Franklin Resources | 51k | $7.0M | 0% | Jun 2026 |
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| Mma Asset Management | 50k | $6.9M | 1% | Jun 2026 |
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| First County Bank | 50k | $6.8M | -1% | Jun 2026 |
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| Inspire Trust | 50k | $6.8M | 11% | Jun 2026 |
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| Rodgers & Associates | 50k | $5.9M | -5% | Mar 2026 |
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| Gerald Baker Financial Group | 50k | $6.8M | 3% | Jun 2026 |
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| Sapient Capital | 48k | $6.5M | 4% | Jun 2026 |
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| Sonata Capital | 48k | $6.5M | 4% | Jun 2026 |
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| NorthCrest Asset Manangement | 47k | $6.3M | -1% | Jun 2026 |
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| IFP Advisors | 46k | $6.3M | -2% | Jun 2026 |
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| Pittenger & Anderson | 46k | $6.2M | 0% | Jun 2026 |
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| Quent Capital | 46k | $6.2M | -1% | Jun 2026 |
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| Natixis Asset Management Advisors | 46k | $6.2M | 1% | Jun 2026 |
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| Level Four Advisory Services | 46k | $6.2M | 0% | Jun 2026 |
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| Parallel Advisors | 45k | $6.1M | 0% | Jun 2026 |
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| Quantinno Capital Management | 44k | $6.0M | 18% | Jun 2026 |
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| Advisory Services Network | 43k | $5.9M | 1% | Jun 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 43k | $5.9M | 1% | Jun 2026 |
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| Bryn Mawr Trust | 43k | $5.8M | -4% | Jun 2026 |
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| Lutz Financial Services | 43k | $5.8M | 1% | Jun 2026 |
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| Eley Financial Management | 42k | $5.8M | 1% | Jun 2026 |
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| Graves-Light Private Wealth Management | 42k | $5.7M | 0% | Jun 2026 |
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| Asset Dedication | 41k | $5.6M | -1% | Jun 2026 |
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| Allspring Global Investments Holdings | 41k | $5.6M | -2% | Jun 2026 |
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| Veratis Advisors | 41k | $5.6M | 1% | Jun 2026 |
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| J.W. Burns & Company | 40k | $5.5M | 1% | Jun 2026 |
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| First Citizens Financial Corp | 40k | $5.5M | -1% | Jun 2026 |
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| Salomon & Ludwin | 40k | $5.4M | -6% | Jun 2026 |
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| Salus Financial Advisors | 40k | $5.4M | 3% | Jun 2026 |
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| Independent Financial Group | 39k | $5.4M | -64% | Jun 2026 |
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| Clayton Financial Group | 39k | $5.3M | 2% | Jun 2026 |
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| DT Investment Partners | 39k | $5.3M | 0% | Jun 2026 |
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| Janney Montgomery Scott | 38k | $5.2M | 100% | Jun 2026 |
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| Kestra Advisory Services | 37k | $5.1M | -6% | Jun 2026 |
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| Integrated Wealth Concepts | 37k | $5.1M | -51% | Jun 2026 |
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| BKM Wealth Management | 37k | $5.1M | -6% | Jun 2026 |
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| Ethos Financial Group | 37k | $5.0M | -3% | Jun 2026 |
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| Stokes Family Office | 36k | $4.9M | -22% | Jun 2026 |
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| Summit Financial Consulting | 24k | $3.3M | -62% | Jun 2026 |
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| Fortress Financial Group | 20k | $2.7M | -70% | Jun 2026 |
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| Clear Creek Financial Management | 19k | $2.6M | -72% | Jun 2026 |
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| Stratos Wealth Partners | 18k | $2.5M | -76% | Jun 2026 |
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| Susquehanna International | 11k | $1.6M | -83% | Jun 2026 |
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| Marin Bay Wealth Advisors | 9.8k | $1.3M | -88% | Jun 2026 |
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| Prospera Financial Services | 8.4k | $1.2M | -90% | Jun 2026 |
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| First Trust Advisors | 7.0k | $955k | -91% | Jun 2026 |
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| Cordatus Wealth Management | 6.6k | $897k | -92% | Jun 2026 |
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| CoreCap Advisors | 5.0k | $681k | -96% | Jun 2026 |
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| Vestmark Advisory Solutions | 3.7k | $504k | -98% | Jun 2026 |
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| Modern Wealth Management | 2.6k | $349k | -99% | Jun 2026 |
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| Sharp Financial Services | 1.9k | $253k | -99% | Jun 2026 |
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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 |
|---|---|---|---|
| Royal Fund Management | Mar 2026 | 114k | $14M |
| Centaurus Financial | Mar 2026 | 102k | $12M |
| Independent Advisor Alliance | Mar 2026 | 63k | $7.4M |
| Integrated Advisors Network | Mar 2026 | 43k | $5.0M |