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 | 3.7M | $330M | -9% | Sep 2023 |
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| Bank of America Corporation | 3.5M | $331M | -5% | Jun 2023 |
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| Wells Fargo & Company | 1.7M | $165M | 100% | Jun 2023 |
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| Envestnet Asset Management | 1.5M | $142M | 2% | Jun 2023 |
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| Regions Bank | 1.4M | $129M | 0% | Sep 2023 |
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| UBS Group | 1.1M | $99M | -1% | Sep 2023 |
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| M^T Bank Corporation | 1.1M | $94M | -9% | Sep 2023 |
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| FMR | 1.0M | $95M | -12% | Jun 2023 |
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| Pnc Financial Services | 983k | $94M | -5% | Jun 2023 |
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| Prime Capital Investment Advisors | 966k | $86M | -3% | Sep 2023 |
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| Branch Banking & Trust Company | 874k | $78M | 7% | Sep 2023 |
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| CI Private Wealth | 868k | $77M | 0% | Sep 2023 |
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| LPL Financial | 753k | $72M | -6% | Jun 2023 |
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| Ameriprise Financial | 698k | $66M | -26% | Jun 2023 |
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| Northwestern Mutual Wealth Management Company | 692k | $62M | -3% | Sep 2023 |
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| Bessemer | 518k | $49M | 0% | Jun 2023 |
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| Commonwealth Equity Services | 497k | $44M | 3% | Sep 2023 |
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| United Capital Financial Advisers | 428k | $38M | -39% | Sep 2023 |
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| Royal Bank of Canada | 416k | $40M | 100% | Jun 2023 |
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| One Capital Management | 391k | $35M | 7% | Sep 2023 |
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| HighTower Advisors | 389k | $35M | 18% | Sep 2023 |
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| Stifel Financial | 362k | $32M | 0% | Sep 2023 |
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| Bank Of Montreal | 347k | $32M | -15% | Sep 2023 |
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| Pensionmark Financial Group | 330k | $30M | 11174% | Sep 2023 |
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| Baird Financial | 318k | $28M | -1% | Sep 2023 |
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| Burns Wealth Management | 312k | $28M | -1% | Sep 2023 |
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| Bailard | 309k | $28M | -1% | Sep 2023 |
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| G. W. Henssler & Associates | 294k | $26M | 2% | Sep 2023 |
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| Palisades Hudson Asset Management | 292k | $26M | 0% | Sep 2023 |
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| Savant Capital Management | 286k | $26M | 1% | Sep 2023 |
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| Raymond James & Associates | 282k | $25M | -5% | Sep 2023 |
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| Probity Advisors | 276k | $25M | -1% | Sep 2023 |
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| Mariner Wealth Advisors | 262k | $23M | -10% | Sep 2023 |
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| Jones Financial Companies, L.L | 250k | $22M | -3% | Sep 2023 |
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| Warren Averett Asset Management | 244k | $22M | -6% | Sep 2023 |
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| SPC Financial | 238k | $21M | 0% | Sep 2023 |
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| Jpmorgan Chase & Co | 228k | $22M | 12% | Jun 2023 |
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| Goldman Sachs Group | 226k | $22M | -11% | Jun 2023 |
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| Raymond James Financial Services Advisors | 223k | $20M | -6% | Sep 2023 |
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| GHP Investment Advisors | 220k | $19M | 0% | Sep 2023 |
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| Advisor Group Holdings | 219k | $21M | 0% | Jun 2023 |
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| Phillips Financial Management | 210k | $19M | 0% | Sep 2023 |
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| Heartwood Wealth Advisors | 200k | $18M | 1% | Sep 2023 |
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| HPM Partners | 200k | $19M | 31% | Jun 2023 |
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| Smith Anglin Financial | 181k | $16M | 6% | Sep 2023 |
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| Ellis Investment Partners | 152k | $14M | 6% | Sep 2023 |
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| Rockefeller Capital Management | 152k | $14M | 6% | Sep 2023 |
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| Creative Planning | 144k | $13M | -4% | Sep 2023 |
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| MAI Wealth Advisors | 140k | $13M | -1% | Jun 2023 |
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| Lido Advisors | 133k | $13M | 71% | Jun 2023 |
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| Mercer Global Advisors | 129k | $12M | -25% | Sep 2023 |
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| Etfidea | 128k | $12M | 0% | Jun 2023 |
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| Captrust Financial Advisors | 116k | $10M | -6% | Sep 2023 |
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| Us Bancorp | 114k | $10M | -1% | Sep 2023 |
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| Moneta Group Investment Advisors | 111k | $9.9M | 11% | Sep 2023 |
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| First Republic Investment Management | 107k | $9.6M | -9% | Sep 2023 |
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| Keybank National Association | 105k | $9.4M | -3% | Sep 2023 |
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| Wealth Architects | 105k | $9.3M | -2% | Sep 2023 |
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| Financial Advisors Network | 104k | $9.3M | 100% | Sep 2023 |
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| Cosner Financial Group | 104k | $9.3M | 1% | Sep 2023 |
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| One Day In July | 104k | $9.3M | 15% | Sep 2023 |
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| Bryn Mawr Trust | 102k | $9.1M | -5% | Sep 2023 |
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| Fifth Third Bancorp | 99k | $8.8M | -12% | Sep 2023 |
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| CIBC World Markets | 99k | $9.4M | 2% | Jun 2023 |
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| Asset Dedication | 99k | $8.8M | -2% | Sep 2023 |
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| Glenmede Trust Company | 98k | $8.7M | -12% | Sep 2023 |
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| Buckingham Asset Management | 97k | $8.7M | -2% | Sep 2023 |
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| Relative Value Partners | 94k | $8.9M | 4% | Jun 2023 |
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| Asset Managment | 93k | $8.8M | 0% | Jun 2023 |
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| JFS Wealth Advisors | 90k | $8.1M | -1% | Sep 2023 |
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| Sax Wealth Advisors | 90k | $8.1M | -3% | Sep 2023 |
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| Sepio Capital | 88k | $7.9M | -1% | Sep 2023 |
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| Oppenheimer Asset Management | 87k | $7.8M | -2% | Sep 2023 |
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| Evanson Asset Management | 87k | $7.8M | -3% | Sep 2023 |
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| Sterling Financial Planning | 86k | $7.7M | -2% | Sep 2023 |
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| Bank Of Oklahoma National Association / | 86k | $7.2M | -6% | Sep 2023 |
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| H D Vest Advisory Services | 86k | $7.6M | 1% | Sep 2023 |
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| RTD Financial Advisors | 85k | $7.6M | -2% | Sep 2023 |
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| Home Federal Bank Of Tennessee | 83k | $7.4M | 1% | Sep 2023 |
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| Capital Advisors | 83k | $7.4M | 0% | Sep 2023 |
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| Mml Investors Services | 82k | $7.8M | 5% | Jun 2023 |
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| Forbes Financial Planning | 80k | $7.1M | 1% | Sep 2023 |
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| Steward Partners Investment Advisory | 80k | $7.1M | -4% | Sep 2023 |
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| Cambridge Investment Research Advisors | 79k | $7.1M | -40% | Sep 2023 |
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| Salomon & Ludwin | 78k | $7.4M | 1% | Jun 2023 |
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| J.W. Burns & Company | 77k | $6.9M | -1% | Sep 2023 |
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| Chicago Partners Investment | 77k | $6.4M | 9% | Sep 2023 |
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| Susquehanna International | 77k | $7.3M | -24% | Jun 2023 |
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| Kestra Advisory Services | 76k | $7.2M | -1% | Jun 2023 |
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| Citadel Advisors | 75k | $6.7M | 705% | Sep 2023 |
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| Pinnacle Financial Partners | 73k | $6.5M | 1% | Sep 2023 |
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| Northeast Financial Consultants | 73k | $6.5M | 0% | Sep 2023 |
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| Family Firm | 71k | $6.4M | -1% | Sep 2023 |
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| Prudential Financial | 71k | $6.3M | -21% | Sep 2023 |
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| Crescent Grove Advisors | 69k | $6.2M | 3% | Sep 2023 |
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| Ifrah Financial Services | 66k | $5.9M | 2% | Sep 2023 |
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| Ironwood Wealth Management | 63k | $5.6M | -1% | Sep 2023 |
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| NorthCrest Asset Manangement | 63k | $5.6M | 0% | Sep 2023 |
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| Streettalk Advisors | 62k | $5.6M | 6% | Sep 2023 |
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| Stokes Family Office | 62k | $5.9M | 0% | Jun 2023 |
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| Abacus Planning Group | 61k | $5.5M | 1% | Sep 2023 |
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| Modera Wealth Management | 59k | $5.5M | -93% | Sep 2023 |
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| Soundmark Wealth Management | 59k | $5.2M | 10% | Sep 2023 |
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| PFG Financial Advisors | 58k | $5.2M | 0% | Sep 2023 |
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| Journey Advisory Group | 58k | $5.1M | 3% | Sep 2023 |
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| Northern Oak Capital Management | 58k | $5.1M | -4% | Sep 2023 |
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| Wintrust Financial Corporation | 56k | $5.0M | 2% | Sep 2023 |
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| Sigma Planning | 56k | $5.0M | -10% | Sep 2023 |
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| Atria Wealth Solutions | 55k | $4.9M | 28% | Sep 2023 |
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| Strategic Point Investment Advisors | 54k | $4.8M | 1% | Sep 2023 |
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| Wealth Enhancement Advisory Services | 54k | $4.8M | 1439% | Sep 2023 |
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| Strategic Wealth Partners | 54k | $4.8M | 0% | Sep 2023 |
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| Operose Advisors | 53k | $4.8M | -2% | Sep 2023 |
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| Accretive Wealth Partners | 53k | $4.7M | -1% | Sep 2023 |
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| Rodgers & Associates | 52k | $4.6M | 2% | Sep 2023 |
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| Evensky & Katz | 52k | $4.6M | -6% | Sep 2023 |
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| Janney Montgomery Scott | 50k | $4.5M | -3% | Sep 2023 |
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| First Merchants Bank, National Association | 50k | $4.5M | -7% | Sep 2023 |
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| Kestra Private Wealth Services | 50k | $4.4M | 19% | Sep 2023 |
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| Franklin Resources | 49k | $4.7M | 0% | Jun 2023 |
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| Cassaday & Co Wealth Management | 48k | $4.3M | -4% | Sep 2023 |
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| Larson Financial Group | 48k | $4.3M | 0% | Sep 2023 |
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| Punch & Associates Investment Management | 48k | $4.3M | -4% | Sep 2023 |
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| GW & Wade | 48k | $4.3M | 2% | Sep 2023 |
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| Southern Capital Advisors | 48k | $4.3M | 4% | Sep 2023 |
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| Lansing Street Advisors | 48k | $4.5M | 26% | Jun 2023 |
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| BFSG | 47k | $4.2M | -44% | Sep 2023 |
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| Liberty Capital Management | 46k | $4.1M | 7% | Sep 2023 |
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| Occidental Asset Management | 46k | $4.1M | 83% | Sep 2023 |
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| Lutz Financial Services | 46k | $4.1M | -1% | Sep 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 46k | $4.1M | -1% | Sep 2023 |
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| Pittenger & Anderson | 46k | $4.1M | 0% | Sep 2023 |
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| Petra Financial Advisors | 45k | $4.0M | -1% | Sep 2023 |
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| Umb Bank N A | 45k | $4.0M | 5% | Sep 2023 |
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| Greenleaf Trust | 45k | $4.0M | 0% | Sep 2023 |
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| Level Four Advisory Services | 45k | $4.0M | -9% | Sep 2023 |
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| Corepath Wealth Partners | 45k | $3.8M | 3% | Sep 2023 |
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| Cetera Investment Advisers | 44k | $3.9M | 1% | Sep 2023 |
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| Centerpoint Advisors | 44k | $3.9M | -3% | Sep 2023 |
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| Integrated Wealth Concepts | 44k | $3.9M | 4% | Sep 2023 |
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| Northern Trust | 43k | $3.8M | 9% | Sep 2023 |
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| Financial Network Investment Corporation | 43k | $3.8M | -3% | Sep 2023 |
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| Sowell Financial Services | 43k | $3.8M | -2% | Sep 2023 |
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| Quent Capital | 42k | $3.8M | -6% | Sep 2023 |
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| First Citizens Financial Corp | 42k | $3.8M | -8% | Sep 2023 |
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| Patriot Financial Group Insurance Agency | 42k | $3.7M | 0% | Sep 2023 |
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| Parallel Advisors | 42k | $4.0M | 0% | Jun 2023 |
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| First Hawaiian Bank | 40k | $3.6M | -2% | Sep 2023 |
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| Sonata Capital | 40k | $3.6M | 0% | Sep 2023 |
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| Wealth Quarterback | 39k | $3.5M | 100% | Sep 2023 |
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| Bank of New York Mellon | 39k | $3.5M | -7% | Sep 2023 |
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| SOA Wealth Advisors | 37k | $3.3M | -8% | Sep 2023 |
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| EP Wealth Advisors | 37k | $3.8M | -63% | Jun 2023 |
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| Thrivent Financial for Lutherans | 29k | $2.7M | -91% | Jun 2023 |
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| Blue Edge Capital | 28k | $2.7M | -54% | Jun 2023 |
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| Comerica Securities | 25k | $2.2M | -57% | Sep 2023 |
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| AE Wealth Management | 20k | $1.8M | -50% | Sep 2023 |
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| Jane Street | 16k | $1.4M | -72% | Sep 2023 |
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| Paragon Advisors | 6.4k | $568k | -87% | Sep 2023 |
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| JSF Financial | 4.6k | $408k | -93% | Sep 2023 |
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| Arkadios Wealth Advisors | 3.9k | $352k | -95% | Sep 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 |
|---|---|---|---|
| Royal Fund Management | Jun 2023 | 53k | $5.1M |
| Change Path | Jun 2023 | 52k | $4.6M |