iShares S&P Small-Cap 600 VaIJSETF
13F holders, Q1 2024 (March 31)757holders
2famous investors
$102.72avg. 13F price*
At the end of Q1 2024, 757 institutions reported holding iShares S&P Small-Cap 600 Va (IJS) in their 13F filings. The largest holders were Morgan Stanley ($407.7M), Bank of America Corp. ($403.9M) and FMR LLC ($312.0M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $27.9M |
| Exits | 70 | $216.2M |
Ownership 757 holders
| Morgan Stanley | 0.03% | Add +4.1% | 3,967,017 | $407.7M |
| Bank of America Corp. | 0.04% | Add +3.2% | 3,930,521 | $403.9M |
| FMR LLC | 0.02% | Add +66.4% | 3,036,109 | $312.0M |
| M&T Bank Corp | 0.55% | Add +51.0% | 1,547,889 | $159.1M |
| Regions Financial Corp. | 1.12% | Add +1.9% | 1,440,251 | $148.0M |
| Wells Fargo & Company | 0.04% | Reduce -5.0% | 1,385,746 | $142.4M |
| UBS Group AG | 0.04% | Add +8.2% | 1,191,349 | $122.4M |
| Prime Capital Investment Advisors, LLC | 1.36% | Reduce -2.8% | 947,755 | $97.4M |
| Modera Wealth Management, LLC | 1.25% | Reduce -2.0% | 799,994 | $82.2M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -85.3% | 717,342 | $73.7M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -3.4% | 702,171 | $72.2M |
| LPL Financial LLC | 0.04% | Reduce -15.6% | 690,890 | $71.0M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -17.7% | 577,573 | $59.4M |
| Bessemer Group Inc. | 0.10% | Reduce -0.2% | 521,591 | $53.6M |
| Royal Bank of Canada | 0.01% | Reduce -0.3% | 461,253 | $47.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -27.9% | 442,286 | $45.5M |
| Stifel Financial Corp. | 0.05% | Add +2.2% | 398,184 | $40.9M |
| One Capital Management, LLC | 1.48% | Add +4.3% | 396,684 | $40.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -31.0% | 393,412 | $40.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.8% | 366,368 | $37.6M |
| Exencial Wealth Advisors, LLC | 1.34% | Add +8.8% | 347,724 | $35.7M |
| Bank of Montreal | 0.01% | Reduce -17.1% | 345,551 | $35.5M |
| HighTower Advisors, LLC | 0.06% | Reduce -28.4% | 334,761 | $34.4M |
| Baird Financial Group, Inc. | 0.07% | Add +0.8% | 322,475 | $33.1M |
| GW Henssler & Associates Ltd. | 1.85% | Add +8.8% | 306,851 | $31.5M |
| Bailard, Inc. | 0.87% | Add +1.4% | 306,387 | $31.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -54.0% | 298,015 | $30.6M |
| Palisades Hudson Asset Management, L.P. | 13.62% | Reduce -0.8% | 291,047 | $29.9M |
| Truist Financial Corp. | 0.04% | Reduce -29.0% | 263,127 | $27.0M |
| Raymond James & Associates | 0.02% | Reduce -5.2% | 262,660 | $27.0M |
| Probity Advisors, Inc. | 5.55% | Reduce -1.2% | 261,201 | $26.8M |
| Savant Capital, LLC | 0.30% | Reduce -5.1% | 253,548 | $26.1M |
| Mariner, LLC | 0.05% | Reduce -5.3% | 241,205 | $24.8M |
| Jones Financial Companies LLLP | 0.03% | Reduce -1.6% | 239,520 | $24.6M |
| SPC Financial, Inc. | 2.31% | Add +2.3% | 239,425 | $24.6M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +2.1% | 233,230 | $24.0M |
| GHP Investment Advisors, Inc. | 1.09% | Reduce -1.3% | 213,603 | $21.9M |
| United Capital Financial Advisors, LLC | 0.18% | Reduce -7.4% | 213,339 | $21.9M |
| Osaic Holdings, Inc. | 0.05% | Reduce -85.1% | 209,846 | $21.6M |
| Heartwood Wealth Advisors LLC | 2.60% | Add +0.8% | 205,124 | $21.1M |
| Phillips Financial Management, LLC | 1.72% | Reduce -1.4% | 203,822 | $20.9M |
| Waverly Advisors, LLC | 0.49% | Reduce -8.7% | 202,938 | $20.9M |
| Cerity Partners LLC | 0.05% | Reduce -0.7% | 201,082 | $20.7M |
| Lido Advisors, LLC | 0.17% | Add +227.8% | 178,960 | $18.4M |
| MAI Capital Management | 0.18% | Add +4.4% | 167,240 | $17.2M |
| Ellis Investment Partners, LLC | 3.56% | Reduce -0.7% | 159,188 | $16.4M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.9% | 158,229 | $16.3M |
| Moneta Group Investment Advisors LLC | 0.26% | Add +45.6% | 154,077 | $15.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -29.1% | 149,004 | $15.3M |
| Creative Planning | 0.02% | Reduce -5.7% | 138,728 | $14.3M |
| Comerica Bank | 0.06% | Reduce -8.4% | 135,334 | $13.9M |
| Keybank National Association | 0.05% | Reduce -1.6% | 127,819 | $13.1M |
| Etfidea, LLC | 4.20% | Add +1.5% | 119,831 | $12.3M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -5.3% | 115,565 | $11.9M |
| Captrust Financial Advisors | 0.04% | Reduce -6.8% | 114,937 | $11.8M |
| One Day In July LLC | 1.53% | Reduce -0.7% | 111,979 | $11.5M |
| Cibc World Market Inc. | 0.03% | Add +1.9% | 107,459 | $11.0M |
| Relative Value Partners Group, LLC | 0.69% | Reduce -1.1% | 112,890 | $11.0M |
| Covenant Partners, LLC | 3.19% | Reduce -0.6% | 106,505 | $10.9M |
| Wealth Architects, LLC | 1.41% | Reduce -0.1% | 103,800 | $10.7M |
| Susquehanna International Group, LLP | 0.02% | Add +149.4% | 99,917 | $10.3M |
| US Bancorp \de | 0.01% | Reduce -7.9% | 99,290 | $10.2M |
| JFS Wealth Advisors, LLC | 0.81% | Add +9.7% | 98,926 | $10.2M |
| Asset Dedication, LLC | 0.74% | Reduce -1.9% | 96,077 | $9.9M |
| First Heartland Consultants, Inc. | 0.99% | Add +178.4% | 93,255 | $9.6M |
| Councilor Wealth, LLC | 4.72% | Reduce -8.8% | 91,748 | $9.4M |
| Prudential Financial Inc. | 0.01% | Reduce -24.8% | 91,732 | $9.4M |
| Cetera Investment Advisers | 0.02% | Reduce -40.8% | 91,584 | $9.4M |
| Glenmede Trust Co. NA | 0.05% | Reduce -0.9% | 91,156 | $9.4M |
| Asset Management Group, Inc. | 1.41% | Reduce -1.9% | 90,333 | $9.3M |
| Buckingham Strategic Wealth, LLC | 0.09% | Add +0.9% | 86,922 | $8.9M |
| Bokf, NA | 0.16% | Reduce -1.7% | 86,261 | $8.7M |
| Sterling Financial Planning, Inc. | 3.51% | Reduce -2.5% | 84,390 | $8.7M |
| RTD Financial Advisors, Inc. | 1.16% | Add +1.9% | 84,029 | $8.6M |
| Home Federal Bank of Tennessee | 2.67% | Add +1.3% | 83,873 | $8.6M |
| Sax Wealth Advisors, LLC | 1.00% | Reduce -6.8% | 83,271 | $8.6M |
| Evanson Asset Management, LLC | 0.61% | Reduce -7.8% | 80,201 | $8.2M |
| Wilmington Savings Fund Society, FSB | 0.31% | — | 79,015 | $8.1M |
| Forbes Financial Planning, Inc. | 6.98% | Add +0.1% | 78,966 | $8.1M |
| Salomon & Ludwin, LLC | 0.69% | Reduce -0.2% | 77,951 | $8.0M |
| Capital Advisors, Ltd. LLC | 1.04% | Reduce -4.6% | 77,384 | $8.0M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -2.3% | 77,150 | $7.9M |
| Lansing Street Advisors | 3.53% | Add +10.1% | 76,421 | $7.9M |
| Sepio Capital, LP | 0.67% | No change | 75,771 | $7.8M |
| Fifth Third Bancorp | 0.03% | Reduce -6.7% | 75,453 | $7.8M |
| Pinnacle Financial Partners Inc | 0.17% | Add +2.5% | 75,335 | $7.7M |
| Avantax Advisory Services, Inc. | 0.07% | Add +0.9% | 75,267 | $7.7M |
| Access Investment Management LLC | 2.49% | Reduce -6.4% | 73,315 | $7.5M |
| Family Firm, Inc. | 1.81% | Add +1.8% | 72,201 | $7.4M |
| Corient Private Wealth LP | 0.01% | Reduce -91.6% | 72,102 | $7.4M |
| Chicago Partners Investment Group LLC | 0.31% | Add +1.4% | 74,921 | $7.4M |
| Burns J W & Co. Inc. | 1.01% | Reduce -1.0% | 70,582 | $7.3M |
| Ifrah Financial Services, Inc. | 1.94% | Reduce -0.7% | 67,135 | $6.9M |
| MML Investors Services, LLC | 0.03% | Reduce -56.0% | 65,648 | $6.7M |
| NorthCrest Asset Manangement, LLC | 0.22% | Add +3.0% | 63,947 | $6.6M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -45.8% | 62,791 | $6.5M |
| Ironwood Financial, llc | 1.46% | Reduce -0.6% | 61,961 | $6.4M |
| Vicus Capital | 0.57% | Add +5.5% | 60,739 | $6.2M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +4.1% | 59,783 | $6.1M |
| Focus Partners Wealth | 0.05% | Add +489.9% | 59,073 | $6.1M |
"% 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.