iShares S&P Small-Cap 600 VaIJSETF
13F holders, Q2 2024 (June 30)737holders −20
39new positions
56sold out
4famous investors
$97.07avg. 13F price*
At the end of Q2 2024, 737 institutions reported holding iShares S&P Small-Cap 600 Va (IJS) in their 13F filings, down 20 from Q1 2024. 39 opened new positions and 56 sold out. The largest holders were Morgan Stanley ($337.6M), Bank of America Corp. ($335.8M) and FMR LLC ($283.1M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $15.8M |
| Exits | 56 | $44.0M |
All 13F filers, Q1 2024 → Q2 2024: 992,495 shares bought and 3,898,944 shares sold, net −2,906,449 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 737 holders
| Morgan Stanley | 0.03% | Reduce -12.5% | 3,470,949 | $337.6M |
| Bank of America Corp. | 0.03% | Reduce -12.2% | 3,451,739 | $335.8M |
| FMR LLC | 0.02% | Reduce -4.1% | 2,910,493 | $283.1M |
| M&T Bank Corp | 0.51% | Reduce -1.6% | 1,522,881 | $148.1M |
| Regions Financial Corp. | 1.08% | Add +1.4% | 1,459,978 | $142.0M |
| Wells Fargo & Company | 0.03% | Reduce -3.9% | 1,331,168 | $129.5M |
| UBS Group AG | 0.04% | Add +0.3% | 1,195,107 | $116.2M |
| Prime Capital Investment Advisors, LLC | 1.32% | Reduce -3.0% | 918,864 | $89.4M |
| Modera Wealth Management, LLC | 1.13% | Reduce -1.8% | 785,803 | $76.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.8% | 704,230 | $68.5M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -3.1% | 680,709 | $66.2M |
| LPL Financial LLC | 0.03% | Reduce -10.2% | 620,584 | $60.4M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -12.4% | 505,715 | $49.2M |
| Royal Bank of Canada | 0.01% | Reduce -4.8% | 439,362 | $42.7M |
| One Capital Management, LLC | 1.37% | Add +4.0% | 412,454 | $40.1M |
| Ameriprise Financial Inc. | 0.01% | Add +0.4% | 395,116 | $38.4M |
| Stifel Financial Corp. | 0.04% | Reduce -2.3% | 389,233 | $37.9M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -16.0% | 371,624 | $36.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.2% | 347,296 | $33.8M |
| HighTower Advisors, LLC | 0.05% | Reduce -1.6% | 329,571 | $32.1M |
| Exencial Wealth Advisors, LLC | 1.19% | Reduce -7.0% | 323,450 | $31.5M |
| Baird Financial Group, Inc. | 0.07% | Reduce -0.1% | 322,279 | $31.3M |
| Bank of Montreal | 0.01% | Reduce -7.3% | 320,200 | $31.2M |
| GW Henssler & Associates Ltd. | 1.81% | Add +0.6% | 308,641 | $30.0M |
| Bailard, Inc. | 0.80% | Reduce -2.9% | 297,649 | $29.0M |
| Palisades Hudson Asset Management, L.P. | 13.09% | Add +0.6% | 292,845 | $28.5M |
| Raymond James & Associates | 0.02% | Add +2.0% | 267,896 | $26.1M |
| Jones Financial Companies LLLP | 0.03% | Add +2.7% | 245,939 | $23.9M |
| SPC Financial, Inc. | 2.18% | Add +0.9% | 241,634 | $23.5M |
| Savant Capital, LLC | 0.23% | Reduce -5.4% | 239,957 | $23.3M |
| Mariner, LLC | 0.05% | Reduce -0.9% | 239,103 | $23.3M |
| Probity Advisors, Inc. | 4.46% | Reduce -15.3% | 221,364 | $21.5M |
| Truist Financial Corp. | 0.03% | Reduce -17.5% | 217,078 | $21.1M |
| GHP Investment Advisors, Inc. | 1.02% | Reduce -1.5% | 210,355 | $20.5M |
| Heartwood Wealth Advisors LLC | 2.41% | Add +1.0% | 207,115 | $20.1M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -3.0% | 206,951 | $20.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.8% | 206,370 | $20.1M |
| Phillips Financial Management, LLC | 1.59% | Reduce -2.5% | 198,786 | $19.3M |
| Cerity Partners LLC | 0.05% | Reduce -2.7% | 195,613 | $19.0M |
| Lido Advisors, LLC | 0.15% | Add +3.9% | 185,980 | $18.1M |
| Waverly Advisors, LLC | 0.35% | Reduce -10.7% | 181,267 | $17.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -21.2% | 165,360 | $16.1M |
| MAI Capital Management | 0.16% | Reduce -2.5% | 163,103 | $15.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +2.7% | 162,501 | $15.8M |
| Moneta Group Investment Advisors LLC | 0.24% | Add +0.7% | 155,149 | $15.1M |
| Ellis Investment Partners, LLC | 3.18% | Reduce -2.9% | 154,612 | $15.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -3.9% | 143,246 | $13.9M |
| Creative Planning | 0.01% | Reduce -2.0% | 135,966 | $13.2M |
| Focus Partners Wealth | 0.04% | Add +118.3% | 128,944 | $12.5M |
| Keybank National Association | 0.05% | Reduce -1.5% | 125,906 | $12.2M |
| Comerica Bank | 0.05% | Reduce -10.7% | 120,827 | $11.8M |
| Etfidea, LLC | 3.97% | Add +0.7% | 120,708 | $11.7M |
| Mercer Global Advisors Inc. | 0.03% | Add +11.6% | 129,014 | $11.4M |
| Covenant Partners, LLC | 3.15% | No change | 106,505 | $10.4M |
| Cibc World Market Inc. | 0.03% | Reduce -2.6% | 104,625 | $10.2M |
| Captrust Financial Advisors | 0.03% | Reduce -9.9% | 103,607 | $10.1M |
| Wealth Architects, LLC | 1.23% | Reduce -0.2% | 103,556 | $10.1M |
| One Day In July LLC | 1.19% | Reduce -12.0% | 98,506 | $9.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -57.8% | 98,464 | $9.6M |
| US Bancorp \de | 0.01% | Reduce -1.8% | 97,557 | $9.5M |
| JFS Wealth Advisors, LLC | 0.73% | Reduce -3.2% | 95,749 | $9.3M |
| Asset Dedication, LLC | 0.64% | Reduce -0.6% | 95,520 | $9.3M |
| Compound Planning, Inc. | 0.68% | Add +69.3% | 94,080 | $9.2M |
| Glenmede Trust Co. NA | 0.04% | Reduce -1.2% | 90,061 | $8.8M |
| Asset Management Group, Inc. | 1.33% | Reduce -0.3% | 90,050 | $8.8M |
| RTD Financial Advisors, Inc. | 1.14% | Add +3.7% | 87,107 | $8.5M |
| Avantax Advisory Services, Inc. | 0.06% | Add +15.3% | 86,808 | $8.4M |
| Buckingham Strategic Wealth, LLC | 0.09% | Reduce -1.5% | 85,580 | $8.3M |
| Bokf, NA | 0.15% | Reduce -1.8% | 84,678 | $8.2M |
| Councilor Wealth, LLC | 4.22% | Reduce -8.3% | 84,116 | $8.2M |
| Home Federal Bank of Tennessee | 2.48% | Add +0.0% | 83,897 | $8.2M |
| Sterling Financial Planning, Inc. | 3.28% | Reduce -1.4% | 83,213 | $8.1M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +195.8% | 82,913 | $8.1M |
| Sax Wealth Advisors, LLC | 0.76% | Reduce -2.1% | 81,537 | $7.9M |
| Chicago Partners Investment Group LLC | 0.31% | Reduce -2.3% | 73,187 | $7.9M |
| Tower Research Capital LLC (TRC) | 0.13% | Add +381714.3% | 80,181 | $7.8M |
| Prudential Financial Inc. | 0.01% | Reduce -15.0% | 77,993 | $7.6M |
| Evanson Asset Management, LLC | 0.56% | Reduce -3.1% | 77,730 | $7.6M |
| Capital Advisors, Ltd. LLC | 0.97% | Reduce -0.9% | 76,722 | $7.5M |
| Fifth Third Bancorp | 0.03% | Add +1.4% | 76,504 | $7.4M |
| Wilmington Savings Fund Society, FSB | 0.28% | Reduce -3.6% | 76,158 | $7.4M |
| Lansing Street Advisors | 3.06% | Reduce -1.2% | 75,524 | $7.3M |
| Family Firm, Inc. | 1.62% | Add +140.7% | 173,765 | $7.3M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -3.8% | 74,256 | $7.2M |
| Cetera Investment Advisers | 0.02% | Reduce -19.7% | 73,517 | $7.2M |
| D. E. Shaw & Co. | 0.01% | Add +145.7% | 72,538 | $7.1M |
| Pinnacle Financial Partners Inc | 0.15% | Reduce -6.3% | 70,564 | $6.9M |
| Burns J W & Co. Inc. | 0.89% | Reduce -3.8% | 67,922 | $6.6M |
| Ifrah Financial Services, Inc. | 1.81% | Reduce -2.0% | 65,770 | $6.4M |
| NorthCrest Asset Manangement, LLC | 0.21% | Add +2.7% | 65,656 | $6.4M |
| Sepio Capital, LP | 0.59% | Reduce -13.4% | 65,614 | $6.4M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +4.0% | 65,332 | $6.4M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +7.1% | 64,047 | $6.2M |
| Corient Private Wealth LP | 0.01% | Reduce -14.2% | 61,877 | $6.0M |
| Vicus Capital | 0.54% | Add +1.6% | 61,682 | $6.0M |
| Ironwood Financial, llc | 1.33% | Reduce -1.7% | 60,904 | $5.9M |
| Nisa Investment Advisors, LLC | 0.04% | New | 58,700 | $5.7M |
| Cassaday & Co Wealth Management LLC | 0.18% | Add +3.1% | 58,481 | $5.7M |
| Salomon & Ludwin, LLC | 0.61% | Reduce -27.8% | 56,305 | $5.5M |
| NorthCoast Asset Management LLC | 0.05% | Add +1691.7% | 55,685 | $5.4M |
"% 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.