We are live on ! Find out more
IJS icon

iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$393M +$10.5M +186,458 +3%
Morgan Stanley
2
Morgan Stanley
New York
$179M +$18M +319,450 +12%
PS
3
Portfolio Solutions
Michigan
$119M +$745K +13,194 +0.7%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$104M +$2.9M +51,324 +3%
Bank of America
5
Bank of America
North Carolina
$89.1M +$4.44M +78,662 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$53.8M +$51M +903,572 +10,605%
Citigroup
7
Citigroup
New York
$43.1M +$11.6M +205,380 +39%
M&T Bank
8
M&T Bank
New York
$41M -$9.62M -170,426 -20%
UBS Group
9
UBS Group
Switzerland
$39.9M +$38.2M +676,804 New
LPL Financial
10
LPL Financial
California
$35.6M -$2.19M -38,828 -6%
FHB
11
First Hawaiian Bank
Hawaii
$22.1M -$1.78M -31,562 -8%
PWAG
12
Polaris Wealth Advisory Group
California
$17.8M +$314K +5,570 +2%
GIA
13
GHP Investment Advisors
Colorado
$17.1M +$9.26K +164 +0.1%
SMA
14
Simply Money Advisors
Ohio
$16.4M +$329K +5,836 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$15.9M -$409K -7,244 -3%
Stifel Financial
16
Stifel Financial
Missouri
$15.4M +$1.01M +17,868 +7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$15M -$7.79M -138,090 -35%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$14.3M +$4.62M +81,938 +51%
PFM
19
Phillips Financial Management
Indiana
$14.2M +$364K +6,454 +3%
NPC
20
National Planning Corporation
California
$14M +$12M +211,880 +617%
US Bancorp
21
US Bancorp
Minnesota
$13.9M +$3.99M +70,692 +43%
CNB
22
City National Bank
Delaware
$13.4M +$306K +5,422 +2%
UCFA
23
United Capital Financial Advisors
Texas
$12.7M -$7.69M -136,236 -39%
Truist Financial
24
Truist Financial
North Carolina
$12.1M -$320K -5,666 -3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$11.4M +$1.23M +21,800 +13%