IJS Institutional Ownership
iShares S&P Small-Cap 600 Value ETF
1W: -0.1%
1M: -4.1%
3M: -3.7%
YTD: +13.7%
1Y: +17.6%
3Y: +53.0%
5Y: +38.7%
$130.39
+1.20 (+0.93%)
Weekly Expected Move ±1.4%
$127
$129
$130
$132
$134
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IJS
931
Institutional Holders
+19 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
87
New Positions
236
Increased
364
Reduced
40
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (990 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,179,960 | $415M | -30,280 | -0.9% | 60Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 3,174,297 | $414M | +25,309 | +0.8% | 15Q | SEC ↗ |
| 3 | True Freedom Investing, LLC | 1,906,412 | $249M | -34,055 | -1.8% | 2Q | SEC ↗ |
| 4 | FMR LLC | 1,658,864 | $216M | +26,605 | +1.6% | 82Q | SEC ↗ |
| 5 | PINKERTON WEALTH, LLC NEW | 1,579,899 | $206M | — | +0.0% | 1Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 1,524,599 | $199M | +91,797 | +6.4% | 99Q | SEC ↗ |
| 7 | UBS Group AG | 946,480 | $123M | -146,464 | -13.4% | 47Q | SEC ↗ |
| 8 | USA FINANCIAL FORMULAS NEW | 927,820 | $121M | — | +0.0% | 1Q | SEC ↗ |
| 9 | LPL Financial LLC | 871,179 | $114M | +1,339 | +0.2% | 54Q | SEC ↗ |
| 10 | Prime Capital Investment Advisors, LLC | 756,315 | $99M | -18,688 | -2.4% | 14Q | SEC ↗ |
| 11 | Modera Wealth Management, LLC | 697,547 | $91M | -14,042 | -2.0% | 26Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 569,424 | $74M | -20,111 | -3.4% | 76Q | SEC ↗ |
| 13 | M&T Bank Corp | 544,152 | $71M | -15,298 | -2.7% | 20Q | SEC ↗ |
| 14 | PNC Financial Services Group, Inc. | 533,549 | $70M | -21,060 | -3.8% | 15Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 476,147 | $62M | -74,763 | -13.6% | 74Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 465,878 | $61M | -7,803 | -1.6% | 35Q | SEC ↗ |
| 17 | AMERIPRISE FINANCIAL INC | 420,919 | $55M | -425,454 | -50.3% | 16Q | SEC ↗ |
| 18 | Savant Capital, LLC | 414,318 | $54M | +270,416 | +187.9% | 66Q | SEC ↗ |
| 19 | RAYMOND JAMES FINANCIAL INC | 402,732 | $53M | +2,871 | +0.7% | 7Q | SEC ↗ |
| 20 | HighTower Advisors, LLC | 391,964 | $51M | -112,002 | -22.2% | 55Q | SEC ↗ |
| 21 | JONES FINANCIAL COMPANIES LLLP | 377,557 | $49M | +2,893 | +0.8% | 26Q | SEC ↗ |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 366,066 | $48M | -9,594 | -2.6% | 75Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 347,351 | $45M | +70,116 | +25.3% | 26Q | SEC ↗ |
| 24 | World Investment Advisors | 342,539 | $45M | -250 | -0.1% | 23Q | SEC ↗ |
| 25 | JPMORGAN CHASE & CO | 339,448 | $44M | +11,760 | +3.6% | 93Q | SEC ↗ |
| 26 | REGIONS FINANCIAL CORP | 336,656 | $44M | -30,605 | -8.3% | 60Q | SEC ↗ |
| 27 | STIFEL FINANCIAL CORP | 288,193 | $38M | -14,577 | -4.8% | 49Q | SEC ↗ |
| 28 | Focus Partners Wealth | 286,626 | $37M | -13,708 | -4.6% | 11Q | SEC ↗ |
| 29 | EXENCIAL WEALTH ADVISORS, LLC | 279,650 | $36M | -3,264 | -1.2% | 40Q | SEC ↗ |
| 30 | Palisades Hudson Asset Management, L.P | 273,676 | $36M | -7,964 | -2.8% | 79Q | SEC ↗ |
| 31 | BAILARD, INC. | 265,163 | $35M | -3,892 | -1.4% | 15Q | SEC ↗ |
| 32 | Cetera Investment Advisers | 257,840 | $34M | +7,455 | +3.0% | 25Q | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 246,679 | $32M | -5,212 | -2.1% | 45Q | SEC ↗ |
| 34 | Heartwood Wealth Advisors LLC | 246,437 | $32M | +8,542 | +3.6% | 24Q | SEC ↗ |
| 35 | BANK OF MONTREAL /CAN | 246,399 | $32M | -6,850 | -2.7% | 53Q | SEC ↗ |
| 36 | Cerity Partners LLC | 226,908 | $30M | +30,791 | +15.7% | 19Q | SEC ↗ |
| 37 | AlphaCore Capital LLC | 222,345 | $29M | -9,540 | -4.1% | 6Q | SEC ↗ |
| 38 | Mariner, LLC | 203,895 | $27M | -51,267 | -20.1% | 53Q | SEC ↗ |
| 39 | MAI Capital Management | 196,094 | $26M | +11,211 | +6.1% | 47Q | SEC ↗ |
| 40 | GHP Investment Advisors, Inc. | 194,925 | $25M | -2,133 | -1.1% | 79Q | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 194,856 | $25M | -2,478 | -1.3% | 30Q | SEC ↗ |
| 42 | Concurrent Investment Advisors, LLC | 188,438 | $25M | +127,398 | +208.7% | 11Q | SEC ↗ |
| 43 | KESTRA PRIVATE WEALTH SERVICES, LLC | 182,126 | $24M | +5,315 | +3.0% | 14Q | SEC ↗ |
| 44 | MONETA GROUP INVESTMENT ADVISORS LLC | 175,321 | $23M | +644 | +0.4% | 51Q | SEC ↗ |
| 45 | Probity Advisors, Inc. | 169,228 | $22M | -2,146 | -1.3% | 13Q | SEC ↗ |
| 46 | Creative Planning | 165,672 | $22M | -2,461 | -1.5% | 44Q | SEC ↗ |
| 47 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 159,182 | $21M | -7,592 | -4.6% | 63Q | SEC ↗ |
| 48 | Parallax Volatility Advisers, L.P. | 150,002 | $20M | +100,000 | +200.0% | 2Q | SEC ↗ |
| 49 | BROWN ADVISORY INC | 146,840 | $19M | -5,311 | -3.5% | 23Q | SEC ↗ |
| 50 | FIFTH THIRD BANCORP | 140,180 | $18M | -3,075 | -2.1% | 26Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| PINKERTON WEALTH, LLC | 1,579,899 | $206M |
| USA FINANCIAL FORMULAS | 927,820 | $121M |
| SILVER OAK SECURITIES, INCORPORATED | 92,156 | $12M |
| TABR Capital Management, LLC | 86,085 | $11M |
| Evanson Financial, LLC | 77,708 | $10M |
| Independence Financial Advisors, LL | 54,228 | $7M |
| Veratis Advisors, Inc. | 40,638 | $5M |
| Janney Montgomery Scott LLC | 37,867 | $5M |
| Liberty Capital Management, Inc. | 33,073 | $4M |
| Transcendent Capital Group LLC | 29,751 | $4M |
| USA FINANCIAL FORMULAS | 26,155 | $3M |
| Invesco Ltd. | 25,341 | $3M |
| Bluespring Wealth Management, LLC | 17,164 | $2M |
| Bleakley Financial Group, LLC | 13,183 | $2M |
| Collaborative Capital Advisors LLC | 11,349 | $1M |
| Global Retirement Partners, LLC | 10,320 | $1M |
| Thomasville National Bank | 9,486 | $1M |
| Militia Capital Management LLC | 8,633 | $1M |
| Parkwoods Wealth Partners, LLC | 8,614 | $1M |
| Carolina Wealth Management Inc | 6,826 | $890K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Royal Fund Management, LLC | 113,743 | $15M |
| CENTAURUS FINANCIAL, INC. | 101,813 | $13M |
| Polianta Ltd | 78,300 | $10M |
| Independent Advisor Alliance | 62,870 | $8M |
| Integrated Advisors Network LLC | 42,524 | $6M |
| SEVEN MILE ADVISORY | 20,237 | $3M |
| Balboa Wealth Partners | 18,083 | $2M |
| Envestnet Portfolio Solutions, Inc. | 15,445 | $2M |
| WealthCare Asset Management, LLC | 14,930 | $2M |
| StoneX Group Inc. | 12,634 | $2M |
| MARSHALL WACE, LLP | 11,242 | $1M |
| Mandatum Life Insurance Co Ltd | 8,712 | $1M |
| EVOKE WEALTH, LLC | 7,602 | $991K |
| GTS SECURITIES LLC | 7,262 | $947K |
| Global View Capital Management LLC | 6,028 | $786K |
| Clark Asset Management, LLC | 4,815 | $628K |
| Prosperitas Financial LLC | 4,478 | $584K |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | 4,336 | $565K |
| Orion Porfolio Solutions, LLC | 4,160 | $542K |
| JANE STREET GROUP, LLC | 4,153 | $542K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Savant Capital, LLC | +270,416 | +187.9% | 414,318 |
| Concurrent Investment Advisors, LLC | +127,398 | +208.7% | 188,438 |
| Parallax Volatility Advisers, L.P. | +100,000 | +200.0% | 150,002 |
| WELLS FARGO & COMPANY/MN | +91,797 | +6.4% | 1,524,599 |
| OSAIC HOLDINGS, INC. | +70,116 | +25.3% | 347,351 |
| Arax Advisory Partners | +41,316 | +397.8% | 51,701 |
| Private Advisor Group, LLC | +39,357 | +137.4% | 68,001 |
| Focus Partners Advisor Solutions, L | +35,063 | +149.3% | 58,544 |
| MISSION WEALTH MANAGEMENT, LP | +33,302 | +125.0% | 59,948 |
| Cerity Partners LLC | +30,791 | +15.7% | 226,908 |
| FMR LLC | +26,605 | +1.6% | 1,658,864 |
| Camarda Financial Advisors, LLC | +26,181 | +104.0% | 51,363 |
| BANK OF AMERICA CORP /DE | +25,309 | +0.8% | 3,174,297 |
| First Heartland Consultants, Inc. | +19,275 | +43.3% | 63,826 |
| MERCER GLOBAL ADVISORS INC /ADV | +18,724 | +17.0% | 129,156 |
| Blue Edge Capital, LLC | +18,518 | +46.6% | 58,297 |
| CAPTRUST FINANCIAL ADVISORS | +17,679 | +21.3% | 100,598 |
| Ramiah Investment Group | +16,599 | +194.8% | 25,120 |
| Vise Technologies, Inc. | +15,630 | +129.1% | 27,741 |
| Avior Wealth Management, LLC | +14,202 | +70.6% | 34,320 |