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
Download as csv
Download as Excel
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 |
|
| Bank of America Corporation | 3.1M | $373M | 100% | Mar 2026 |
|
| Sherman Porfolios | 1.9M | $230M | 100% | Mar 2026 |
|
| Wells Fargo & Company | 1.4M | $170M | 14% | Mar 2026 |
|
| FMR | 1.3M | $150M | 17% | Dec 2025 |
|
| UBS Group | 1.1M | $130M | 4% | Mar 2026 |
|
| USA Financial Portformulas | 928k | $110M | 100% | Mar 2026 |
|
| LPL Financial | 870k | $103M | -3% | Mar 2026 |
|
| Ameriprise Financial | 846k | $100M | 19% | Mar 2026 |
|
| Prime Capital Investment Advisors | 775k | $92M | -1% | Mar 2026 |
|
| Modera Wealth Management | 712k | $84M | -4% | Mar 2026 |
|
| Envestnet Asset Management | 590k | $70M | 60% | Mar 2026 |
|
| Pnc Financial Services | 555k | $66M | -1% | Mar 2026 |
|
| M^T Bank Corporation | 552k | $65M | 0% | Mar 2026 |
|
| Royal Bank of Canada | 551k | $65M | 14% | Mar 2026 |
|
| HighTower Advisors | 504k | $60M | 0% | Mar 2026 |
|
| Commonwealth Equity Services | 474k | $56M | -4% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 376k | $45M | -2% | Mar 2026 |
|
| Regions Bank | 367k | $44M | -4% | Mar 2026 |
|
| Pensionmark Financial Group | 343k | $41M | 14% | Mar 2026 |
|
| Jones Financial Companies, L.L | 337k | $38M | 3% | Dec 2025 |
|
| Raymond James Financial | 315k | $36M | -6% | Dec 2025 |
|
| Stifel Financial | 303k | $36M | -1% | Mar 2026 |
|
| Colony | 295k | $34M | 96% | Dec 2025 |
|
| Palisades Hudson Asset Management | 282k | $33M | -1% | Mar 2026 |
|
| Burns Wealth Management | 280k | $33M | -1% | Mar 2026 |
|
| Sharp Financial Services | 272k | $32M | 100% | Mar 2026 |
|
| Bailard | 269k | $32M | -1% | Mar 2026 |
|
| Mariner Wealth Advisors | 255k | $30M | 16% | Mar 2026 |
|
| Bank Of Montreal | 253k | $30M | 100% | Mar 2026 |
|
| Baird Financial | 253k | $29M | -3% | Dec 2025 |
|
| Cetera Investment Advisers | 250k | $30M | 10% | Mar 2026 |
|
| Heartwood Wealth Advisors | 238k | $28M | 6% | Mar 2026 |
|
| AlphaCore Capital | 232k | $28M | -5% | Mar 2026 |
|
| Rockefeller Capital Management | 197k | $23M | -1% | Mar 2026 |
|
| GHP Investment Advisors | 197k | $23M | 0% | Mar 2026 |
|
| HPM Partners | 196k | $23M | 1% | Mar 2026 |
|
| Vestmark Advisory Solutions | 190k | $23M | 9% | Mar 2026 |
|
| MAI Wealth Advisors | 185k | $22M | 0% | Mar 2026 |
|
| Kestra Private Wealth Services | 177k | $21M | 4% | Mar 2026 |
|
| Moneta Group Investment Advisors | 175k | $21M | 6% | Mar 2026 |
|
| Probity Advisors | 171k | $20M | -1% | Mar 2026 |
|
| Creative Planning | 168k | $20M | 10% | Mar 2026 |
|
| United Capital Financial Advisers | 167k | $20M | -7% | Mar 2026 |
|
| Advisor Group Holdings | 157k | $18M | -7% | Dec 2025 |
|
| Brown Advisory Holdings Incorporated | 152k | $18M | -17% | Mar 2026 |
|
| Savant Capital Management | 144k | $17M | -4% | Mar 2026 |
|
| Fifth Third Bancorp | 143k | $17M | 165% | Mar 2026 |
|
| Keybank National Association | 140k | $17M | -1% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 138k | $16M | 68% | Mar 2026 |
|
| Ellis Investment Partners | 138k | $16M | -3% | Mar 2026 |
|
| CoreCap Advisors | 133k | $16M | 40530% | Mar 2026 |
|
| Goldman Sachs Group | 128k | $15M | -1% | Mar 2026 |
|
| Warren Averett Asset Management | 126k | $14M | -4% | Dec 2025 |
|
| Branch Banking & Trust Company | 124k | $15M | -17% | Mar 2026 |
|
| Royal Fund Management | 114k | $14M | 100% | Mar 2026 |
|
| Mercer Global Advisors | 110k | $13M | 23% | Mar 2026 |
|
| Wealth Architects | 110k | $13M | 0% | Mar 2026 |
|
| Independent Financial Group | 109k | $13M | 196% | Mar 2026 |
|
| Lido Advisors | 108k | $13M | 6% | Mar 2026 |
|
| LLBH Private Wealth Management | 106k | $12M | 28% | Dec 2025 |
|
| Pinnacle Financial Partners | 104k | $12M | 100% | Dec 2025 |
|
| Centaurus Financial | 102k | $12M | 100% | Mar 2026 |
|
| Farther Finance Advisors | 99k | $12M | 60% | Mar 2026 |
|
| Merit Financial Group | 96k | $11M | 100% | Mar 2026 |
|
| Brian McDonald | 96k | $11M | 7% | Dec 2025 |
|
| CIBC World Markets | 95k | $11M | -12% | Mar 2026 |
|
| CI Private Wealth | 93k | $11M | 13% | Mar 2026 |
|
| Asset Managment | 88k | $10M | 0% | Dec 2025 |
|
| Lake Street Financial | 85k | $10M | -16% | Mar 2026 |
|
| Phillips Financial Management | 84k | $9.9M | -26% | Mar 2026 |
|
| Home Federal Bank Of Tennessee | 84k | $9.9M | -2% | Mar 2026 |
|
| Glenmede Trust Company | 83k | $9.9M | 0% | Mar 2026 |
|
| Captrust Financial Advisors | 83k | $9.4M | 6% | Dec 2025 |
|
| One Capital Management | 83k | $9.8M | -14% | Mar 2026 |
|
| Prospera Financial Services | 82k | $9.7M | 2% | Mar 2026 |
|
| RTD Financial Advisors | 82k | $9.7M | -7% | Mar 2026 |
|
| Marin Bay Wealth Advisors | 82k | $1.2M | 100% | Mar 2026 |
|
| Cordatus Wealth Management | 80k | $9.5M | 2% | Mar 2026 |
|
| Cassaday & Co Wealth Management | 79k | $9.3M | -1% | Mar 2026 |
|
| Beacon Pointe Advisors | 78k | $8.9M | 1399% | Dec 2025 |
|
| Evanson Asset Management | 78k | $9.2M | 0% | Mar 2026 |
|
| Arkadios Wealth Advisors | 77k | $9.1M | -2% | Mar 2026 |
|
| Sterling Financial Planning | 77k | $9.1M | -3% | Mar 2026 |
|
| First Trust Advisors | 77k | $9.1M | 875% | Mar 2026 |
|
| Stratos Wealth Partners | 76k | $9.1M | 836% | Mar 2026 |
|
| Summit Financial | 76k | $9.0M | 3% | Mar 2026 |
|
| Integrated Wealth Concepts | 76k | $9.0M | 3% | Mar 2026 |
|
| Bank Of Oklahoma National Association / | 73k | $8.6M | -1% | Mar 2026 |
|
| JFS Wealth Advisors | 72k | $8.6M | -6% | Mar 2026 |
|
| Capital Advisors | 71k | $8.5M | 0% | Mar 2026 |
|
| Steward Partners Investment Advisory | 70k | $8.3M | -1% | Mar 2026 |
|
| Occidental Asset Management | 70k | $8.3M | 11% | Mar 2026 |
|
| Pathstone Holdings | 69k | $8.2M | 12% | Mar 2026 |
|
| Clear Creek Financial Management | 69k | $8.2M | 100% | Mar 2026 |
|
| Castlekeep Investment Advisors | 68k | $8.1M | 23% | Mar 2026 |
|
| Peapack Gladstone Financial Corp | 68k | $8.0M | 6% | Mar 2026 |
|
| May Barnhard Investments | 67k | $8.0M | -4% | Mar 2026 |
|
| One Day In July | 66k | $7.9M | -5% | Mar 2026 |
|
| Ifrah Financial Services | 66k | $7.8M | -1% | Mar 2026 |
|
| Chicago Partners Investment | 65k | $8.4M | -2% | Mar 2026 |
|
| Susquehanna International | 65k | $7.4M | 57% | Dec 2025 |
|
| Summit Financial Consulting | 64k | $7.5M | 100% | Mar 2026 |
|
| Financial Engines Advisors L.L.C | 63k | $7.2M | -9% | Dec 2025 |
|
| Independent Advisor Alliance | 63k | $7.4M | 100% | Mar 2026 |
|
| Fortress Financial Group | 63k | $7.1M | 4% | Dec 2025 |
|
| Us Bancorp | 63k | $7.1M | -3% | Dec 2025 |
|
| Concurrent Investment Advisors | 61k | $7.2M | 1% | Mar 2026 |
|
| Sax Wealth Advisors | 61k | $6.9M | 0% | Mar 2026 |
|
| Ausdal Financial Partners | 61k | $7.2M | 4% | Mar 2026 |
|
| Accretive Wealth Partners | 58k | $6.9M | 2% | Mar 2026 |
|
| Sowell Financial Services | 57k | $6.7M | 0% | Mar 2026 |
|
| Sigma Planning | 57k | $6.7M | 7% | Mar 2026 |
|
| Hanson McClain Advisors | 55k | $6.3M | -11% | Dec 2025 |
|
| MidFirst Bank | 54k | $6.4M | -3% | Mar 2026 |
|
| Ironwood Wealth Management | 54k | $6.4M | -1% | Mar 2026 |
|
| Crescent Grove Advisors | 54k | $6.3M | 0% | Mar 2026 |
|
| Franklin Resources | 51k | $6.1M | 0% | Mar 2026 |
|
| First County Bank | 51k | $6.0M | -3% | Mar 2026 |
|
| Parallax Volatility Advisers | 50k | $5.9M | 100% | Mar 2026 |
|
| Rodgers & Associates | 50k | $5.9M | -5% | Mar 2026 |
|
| Mma Asset Management | 50k | $5.9M | 2% | Mar 2026 |
|
| Cresset Asset Management | 49k | $5.8M | -3% | Mar 2026 |
|
| Gerald Baker Financial Group | 48k | $5.7M | 100% | Mar 2026 |
|
| NorthCrest Asset Manangement | 48k | $5.7M | -23% | Mar 2026 |
|
| IFP Advisors | 47k | $5.6M | 1% | Mar 2026 |
|
| Sapient Capital | 46k | $5.4M | 15% | Mar 2026 |
|
| Quent Capital | 46k | $5.4M | -2% | Mar 2026 |
|
| Sonata Capital | 46k | $5.4M | -2% | Mar 2026 |
|
| Stokes Family Office | 46k | $5.4M | -4% | Mar 2026 |
|
| Pittenger & Anderson | 46k | $5.4M | 0% | Mar 2026 |
|
| Level Four Advisory Services | 46k | $5.2M | 0% | Dec 2025 |
|
| Inspire Trust | 45k | $5.3M | 8% | Mar 2026 |
|
| Natixis Asset Management Advisors | 45k | $5.3M | 2% | Mar 2026 |
|
| Parallel Advisors | 45k | $5.3M | 1% | Mar 2026 |
|
| First Heartland Consultants | 45k | $5.3M | 100% | Mar 2026 |
|
| Bryn Mawr Trust | 44k | $5.2M | -5% | Mar 2026 |
|
| Advisory Services Network | 44k | $4.9M | -1% | Dec 2025 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 43k | $5.0M | 0% | Mar 2026 |
|
| Integrated Advisors Network | 43k | $5.0M | 100% | Mar 2026 |
|
| Lutz Financial Services | 42k | $5.0M | -1% | Mar 2026 |
|
| Salomon & Ludwin | 42k | $5.0M | -5% | Mar 2026 |
|
| Eley Financial Management | 42k | $5.0M | 0% | Mar 2026 |
|
| Asset Dedication | 42k | $4.9M | -46% | Mar 2026 |
|
| Graves-Light Private Wealth Management | 42k | $4.9M | 1% | Mar 2026 |
|
| Allspring Global Investments Holdings | 42k | $4.9M | 9425% | Mar 2026 |
|
| First Citizens Financial Corp | 40k | $4.8M | 0% | Mar 2026 |
|
| Veratis Advisors | 40k | $5.0M | 100% | Dec 2025 |
|
| J.W. Burns & Company | 40k | $4.7M | 3% | Mar 2026 |
|
| Blue Edge Capital | 40k | $4.7M | 25% | Mar 2026 |
|
| Cambridge Financial Group | 35k | $4.1M | -37% | Mar 2026 |
|
| Courier Capital Corp | 32k | $3.8M | -28% | Mar 2026 |
|
| Mml Investors Services | 30k | $3.5M | -31% | Mar 2026 |
|
| Two Sigma Investments | 26k | $3.0M | -65% | Mar 2026 |
|
| Abacus Planning Group | 25k | $3.0M | -52% | Mar 2026 |
|
| Financial Advisory Corp | 17k | $1.9M | -65% | Dec 2025 |
|
| G. W. Henssler & Associates | 4.1k | $488k | -97% | Mar 2026 |
|
Who sold out of iShares S&P SmallCap 600 Value Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 306k | $34M |
| Wealth Enhancement Advisory Services | Dec 2025 | 233k | $28M |
| Polianta | Dec 2025 | 78k | $8.9M |
| Empowered Funds | Sep 2025 | 70k | $7.7M |
| Janney Montgomery Scott | Dec 2025 | 49k | $5.5M |