iShares S&P Small-Cap 600 VaIJSETF
13F holders, Q2 2026 (June 30)888holders +36
73new positions
37sold out
4famous investors
$135.18avg. 13F price*
At the end of Q2 2026, 888 institutions reported holding iShares S&P Small-Cap 600 Va (IJS) in their 13F filings, up 36 from Q1 2026. 73 opened new positions and 37 sold out. The largest holders were Morgan Stanley ($434.6M), Bank of America Corp. ($433.9M) and FMR LLC ($226.7M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares S&P Small-Cap 600 Va
- CUSIP
- 464287879
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $251.0M |
| Exits | 37 | $46.2M |
All 13F filers, Q1 2026 → Q2 2026: 3,329,430 shares bought and 3,567,875 shares sold, net −238,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 888 holders
| Morgan Stanley | 0.02% | Reduce -0.9% | 3,179,960 | $434.6M |
| Bank of America Corp. | 0.03% | Add +0.8% | 3,174,297 | $433.9M |
| FMR LLC | 0.01% | Add +1.6% | 1,658,864 | $226.7M |
| True Freedom Investing, LLC | 17.68% | Reduce -1.8% | 1,906,412 | $225.8M |
| Wells Fargo & Company | 0.04% | Add +6.4% | 1,524,599 | $208.4M |
| Pinkerton Wealth, LLC | 16.07% | New | 1,579,899 | $187.1M |
| UBS Group AG | 0.02% | Reduce -13.4% | 946,480 | $129.4M |
| LPL Financial LLC | 0.03% | Add +0.1% | 871,179 | $119.1M |
| Prime Capital Investment Advisors, LLC | 1.00% | Reduce -2.4% | 756,315 | $103.4M |
| Modera Wealth Management, LLC | 1.02% | Reduce -2.0% | 697,547 | $95.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -3.4% | 569,424 | $77.8M |
| M&T Bank Corp | 0.22% | Reduce -2.7% | 544,152 | $74.4M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -3.8% | 533,549 | $72.9M |
| Royal Bank of Canada | 0.01% | Reduce -13.6% | 476,147 | $65.1M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -1.6% | 465,878 | $63.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -50.3% | 420,919 | $57.9M |
| Savant Capital, LLC | 0.17% | Add +187.9% | 414,318 | $57.6M |
| Raymond James Financial Inc. | 0.01% | Add +0.7% | 402,732 | $55.0M |
| HighTower Advisors, LLC | 0.05% | Reduce -22.2% | 391,964 | $53.6M |
| Jones Financial Companies LLLP | 0.02% | Add +0.8% | 377,557 | $51.7M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -2.5% | 366,066 | $50.0M |
| Osaic Holdings, Inc. | 0.06% | Add +25.3% | 347,351 | $47.5M |
| JPMorgan Chase & Co. | 0.00% | Add +3.6% | 339,448 | $46.3M |
| Regions Financial Corp. | 0.27% | Reduce -8.3% | 336,656 | $46.0M |
| World Investment Advisors | 0.67% | Reduce -0.1% | 342,539 | $40.6M |
| Stifel Financial Corp. | 0.03% | Reduce -4.8% | 288,193 | $39.4M |
| Focus Partners Wealth | 0.04% | Reduce -4.6% | 286,626 | $39.2M |
| Palisades Hudson Asset Management, L.P. | 13.09% | Reduce -2.8% | 273,676 | $37.4M |
| Bailard, Inc. | 0.74% | Reduce -1.4% | 265,163 | $36.2M |
| Cetera Investment Advisers | 0.03% | Add +3.0% | 257,840 | $35.2M |
| Baird Financial Group, Inc. | 0.05% | Reduce -2.1% | 246,679 | $33.7M |
| Heartwood Wealth Advisors LLC | 2.62% | Add +3.6% | 246,437 | $33.7M |
| Bank of Montreal | 0.01% | Reduce -2.7% | 246,399 | $33.7M |
| Cerity Partners LLC | 0.04% | Add +15.7% | 226,908 | $31.0M |
| AlphaCore Capital LLC | 0.56% | Reduce -4.1% | 222,345 | $30.4M |
| Mariner, LLC | 0.03% | Reduce -20.1% | 203,895 | $27.9M |
| MAI Capital Management | 0.10% | Add +6.1% | 196,094 | $26.8M |
| GHP Investment Advisors, Inc. | 0.98% | Reduce -1.1% | 194,925 | $26.6M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -1.3% | 194,856 | $26.6M |
| Concurrent Investment Advisors, LLC | 0.22% | Add +208.7% | 188,438 | $25.8M |
| Kestra Private Wealth Services, LLC | 0.27% | Add +3.0% | 182,126 | $24.9M |
| Moneta Group Investment Advisors LLC | 0.18% | Add +0.4% | 175,321 | $24.0M |
| Probity Advisors, Inc. | 3.31% | Reduce -1.3% | 169,228 | $23.1M |
| GFS Advisors, LLC | 2.46% | Reduce -46.9% | 9,469 | $23.1M |
| Creative Planning | 0.01% | Reduce -1.5% | 165,672 | $22.6M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -4.5% | 159,182 | $21.8M |
| Parallax Volatility Advisers, L.P. | 0.93% | Add +200.0% | 150,002 | $20.5M |
| Brown Advisory Inc. | 0.03% | Reduce -3.5% | 146,840 | $20.1M |
| Fifth Third Bancorp | 0.03% | Reduce -2.1% | 140,180 | $19.2M |
| Keybank National Association | 0.06% | Reduce -0.5% | 139,128 | $19.0M |
| Ellis Investment Partners, LLC | 2.82% | Reduce -1.0% | 136,152 | $18.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.4% | 135,715 | $18.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -4.2% | 132,411 | $18.1M |
| Mercer Global Advisors Inc. | 0.02% | Add +17.0% | 129,156 | $17.7M |
| Waverly Advisors, LLC | 0.10% | Reduce -3.5% | 123,583 | $16.9M |
| Financial Advisors Network, Inc. | 2.06% | Add +4.7% | 122,972 | $16.8M |
| Coastal Bridge Advisors, LLC | 1.02% | Add +2.9% | 121,232 | $16.6M |
| Truist Financial Corp. | 0.02% | Reduce -3.4% | 119,236 | $16.3M |
| Wealth Architects, LLC | 1.17% | Reduce -1.2% | 108,795 | $14.9M |
| Lido Advisors, LLC | 0.05% | Reduce -0.5% | 107,553 | $14.7M |
| Pinnacle Financial Partners, Inc. | 0.10% | Add +2.8% | 107,217 | $14.7M |
| Farther Finance Advisors, LLC | 0.11% | Add +3.5% | 102,795 | $14.0M |
| Captrust Financial Advisors | 0.02% | Add +21.3% | 100,598 | $13.7M |
| Silver Oak Securities, Incorporated | 0.76% | New | 92,156 | $12.6M |
| TABR Capital Management, LLC | 10.03% | New | 86,085 | $11.8M |
| Lake Street Private Wealth, LLC | 1.34% | Add +0.4% | 85,450 | $11.7M |
| Asset Management Group, Inc. | 1.68% | Reduce -0.5% | 83,985 | $11.5M |
| Glenmede Trust Co. NA | 0.05% | Reduce -0.5% | 82,793 | $11.3M |
| Home Federal Bank of Tennessee | 2.44% | Reduce -1.1% | 82,628 | $11.3M |
| Cibc World Market Inc. | 0.02% | Reduce -14.8% | 81,174 | $11.1M |
| Corient Private Wealth LP | 0.01% | Reduce -15.4% | 78,821 | $10.8M |
| Chicago Partners Investment Group LLC | 0.22% | Add +21.4% | 79,292 | $10.8M |
| Merit Financial Group, LLC | 0.07% | Reduce -18.2% | 78,669 | $10.8M |
| Cassaday & Co Wealth Management LLC | 0.20% | Reduce -0.6% | 78,070 | $10.7M |
| Evanson Financial, LLC | 0.52% | — | 77,708 | $10.6M |
| RTD Financial Advisors, Inc. | 1.15% | Reduce -6.0% | 76,982 | $10.5M |
| Arkadios Wealth Advisors | 0.16% | Reduce -1.7% | 75,901 | $10.4M |
| Sterling Financial Planning, Inc. | 2.73% | Reduce -4.4% | 73,343 | $10.0M |
| Peapack Gladstone Financial Corp. | 0.11% | Add +6.1% | 71,809 | $9.8M |
| JFS Wealth Advisors, LLC | 0.49% | Reduce -0.7% | 71,803 | $9.8M |
| Capital Advisors, Ltd. LLC | 0.99% | Add +0.6% | 71,773 | $9.8M |
| One Capital Management, LLC | 0.27% | No change | 82,509 | $9.8M |
| Bokf, NA | 0.13% | Reduce -2.2% | 71,269 | $9.7M |
| Summit Financial, LLC | 0.11% | Reduce -6.7% | 71,221 | $9.7M |
| Occidental Asset Management, LLC | 0.94% | Reduce -0.7% | 69,146 | $9.5M |
| Private Advisor Group, LLC | 0.04% | Add +137.4% | 68,001 | $9.3M |
| Castlekeep Investment Advisors LLC | 4.64% | Reduce -0.6% | 67,838 | $9.3M |
| Councilor Wealth, LLC | 3.71% | Reduce -0.4% | 67,174 | $9.2M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -6.6% | 65,337 | $8.9M |
| Phillips Financial Management, LLC | 0.65% | Reduce -23.0% | 64,417 | $8.8M |
| First Heartland Consultants, Inc. | 0.56% | Add +43.3% | 63,826 | $8.7M |
| Pathstone Holdings, LLC | 0.03% | Reduce -8.3% | 63,600 | $8.7M |
| One Day In July LLC | 0.60% | Reduce -4.3% | 63,462 | $8.7M |
| Ifrah Financial Services, Inc. | 2.12% | Reduce -3.2% | 63,432 | $8.7M |
| Accretive Wealth Partners, LLC | 2.08% | Add +7.5% | 62,513 | $8.5M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -4.9% | 60,485 | $8.3M |
| Mission Wealth Management, LP | 0.10% | Add +125.0% | 59,948 | $8.2M |
| US Bancorp \de | 0.01% | Reduce -4.4% | 59,203 | $8.1M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +149.3% | 58,544 | $8.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.8% | 105,999 | $8.0M |
"% of holder's portfolio" is IJS's weight in each manager's 13F, not the share of iShares S&P Small-Cap 600 Va the manager owns.