iShares S&P Small-Cap 600 VaIJSETF
13F holders, Q3 2024 (September 30)779holders +42
59new positions
21sold out
3famous investors
$107.22avg. 13F price*
At the end of Q3 2024, 779 institutions reported holding iShares S&P Small-Cap 600 Va (IJS) in their 13F filings, up 42 from Q2 2024. 59 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($375.3M), Bank of America Corp. ($362.1M) and FMR LLC ($303.9M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $34.4M |
| Exits | 21 | $11.9M |
All 13F filers, Q2 2024 → Q3 2024: 2,439,774 shares bought and 1,248,687 shares sold, net +1,191,087 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 779 holders
| Morgan Stanley | 0.03% | Add +0.4% | 3,486,052 | $375.3M |
| Bank of America Corp. | 0.03% | Reduce -2.5% | 3,363,667 | $362.1M |
| FMR LLC | 0.02% | Reduce -3.0% | 2,822,447 | $303.9M |
| M&T Bank Corp | 0.54% | Reduce -0.4% | 1,516,395 | $163.3M |
| Regions Financial Corp. | 1.16% | Add +2.5% | 1,495,730 | $161.0M |
| Wells Fargo & Company | 0.03% | Reduce -2.4% | 1,298,818 | $139.8M |
| UBS Group AG | 0.04% | Reduce -1.4% | 1,178,552 | $126.9M |
| Prime Capital Investment Advisors, LLC | 1.40% | Reduce -0.8% | 911,090 | $98.1M |
| Ameriprise Financial Inc. | 0.02% | Add +103.0% | 802,146 | $86.4M |
| LPL Financial LLC | 0.04% | Add +24.4% | 772,116 | $83.1M |
| Modera Wealth Management, LLC | 1.05% | Reduce -2.8% | 763,500 | $82.2M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.6% | 699,828 | $75.3M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -0.9% | 674,695 | $72.6M |
| Commonwealth Equity Services, LLC | 0.11% | Add +28.0% | 647,373 | $69.7M |
| Royal Bank of Canada | 0.01% | Add +3.4% | 454,405 | $48.9M |
| One Capital Management, LLC | 1.50% | Add +6.0% | 437,312 | $47.1M |
| JPMorgan Chase & Co. | 0.00% | Add +6.9% | 371,296 | $40.0M |
| World Investment Advisors | 1.23% | Add +6991.4% | 363,078 | $39.2M |
| Stifel Financial Corp. | 0.04% | Reduce -7.4% | 360,420 | $38.8M |
| HighTower Advisors, LLC | 0.06% | Add +8.3% | 356,781 | $38.4M |
| Baird Financial Group, Inc. | 0.07% | Add +0.0% | 322,423 | $34.7M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -14.2% | 318,739 | $34.3M |
| Bank of Montreal | 0.02% | Reduce -0.5% | 318,645 | $34.2M |
| GW Henssler & Associates Ltd. | 1.91% | Add +1.8% | 314,094 | $33.8M |
| Exencial Wealth Advisors, LLC | 1.19% | Reduce -4.9% | 307,532 | $33.1M |
| Bailard, Inc. | 0.84% | Add +1.0% | 300,542 | $32.4M |
| Palisades Hudson Asset Management, L.P. | 13.28% | Reduce -0.1% | 292,430 | $31.5M |
| Raymond James & Associates | 0.02% | Reduce -2.3% | 261,627 | $28.2M |
| Jones Financial Companies LLLP | 0.03% | Add +4.8% | 257,680 | $27.6M |
| SPC Financial, Inc. | 2.23% | Reduce -2.7% | 235,134 | $25.3M |
| Mariner, LLC | 0.04% | Reduce -1.8% | 234,854 | $25.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +13.6% | 234,447 | $25.2M |
| Heartwood Wealth Advisors LLC | 2.49% | Add +0.9% | 208,996 | $22.5M |
| Savant Capital, LLC | 0.19% | Reduce -12.9% | 208,979 | $22.5M |
| United Capital Financial Advisors, LLC | 0.19% | Add +1.0% | 208,940 | $22.5M |
| GHP Investment Advisors, Inc. | 1.03% | Reduce -1.0% | 208,263 | $22.4M |
| Probity Advisors, Inc. | 4.16% | Reduce -8.8% | 201,809 | $21.7M |
| Truist Financial Corp. | 0.03% | Reduce -9.0% | 197,602 | $21.3M |
| Cerity Partners LLC | 0.05% | Add +0.6% | 196,860 | $21.2M |
| Phillips Financial Management, LLC | 1.57% | Reduce -5.1% | 188,650 | $20.3M |
| Lido Advisors, LLC | 0.14% | Reduce -5.1% | 176,576 | $19.0M |
| Waverly Advisors, LLC | 0.33% | Reduce -9.3% | 164,467 | $17.7M |
| MAI Capital Management | 0.17% | Add +0.8% | 164,384 | $17.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +64.3% | 161,775 | $17.4M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -1.7% | 159,675 | $17.2M |
| Ellis Investment Partners, LLC | 3.16% | Reduce -2.7% | 150,408 | $16.2M |
| Moneta Group Investment Advisors LLC | 0.23% | Reduce -3.3% | 149,990 | $16.1M |
| Osaic Holdings, Inc. | 0.04% | Reduce -12.1% | 145,388 | $15.7M |
| NorthCoast Asset Management LLC | 0.11% | Add +253.6% | 196,877 | $15.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -3.3% | 138,505 | $14.9M |
| Creative Planning | 0.01% | Add +1.4% | 137,886 | $14.8M |
| Keybank National Association | 0.05% | Add +3.2% | 129,901 | $14.0M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -1.8% | 126,757 | $13.4M |
| Etfidea, LLC | 4.12% | Add +0.3% | 121,011 | $13.0M |
| Comerica Bank | 0.05% | Reduce -5.8% | 113,783 | $12.2M |
| Covenant Partners, LLC | 3.26% | Reduce -2.3% | 104,090 | $11.2M |
| Cibc World Market Inc. | 0.03% | Reduce -0.9% | 103,690 | $11.2M |
| Focus Partners Wealth | 0.04% | Reduce -20.6% | 102,418 | $11.0M |
| Wealth Architects, LLC | 1.24% | Reduce -1.6% | 101,952 | $11.0M |
| Captrust Financial Advisors | 0.03% | Reduce -6.8% | 96,561 | $10.4M |
| Asset Dedication, LLC | 0.69% | Reduce -1.2% | 94,409 | $10.2M |
| JFS Wealth Advisors, LLC | 0.67% | Reduce -3.0% | 92,862 | $10.0M |
| US Bancorp \de | 0.01% | Reduce -5.6% | 92,094 | $9.9M |
| Cetera Investment Advisers | 0.02% | Add +23.8% | 90,995 | $9.8M |
| Asset Management Group, Inc. | 1.37% | Reduce -0.0% | 90,013 | $9.7M |
| Avantax Advisory Services, Inc. | 0.06% | Add +3.4% | 89,722 | $9.7M |
| One Day In July LLC | 1.07% | Reduce -10.7% | 88,017 | $9.5M |
| RTD Financial Advisors, Inc. | 1.20% | Add +0.9% | 87,929 | $9.5M |
| Prospera Financial Services Inc | 0.24% | Add +605.3% | 86,731 | $9.3M |
| Glenmede Trust Co. NA | 0.04% | Reduce -5.4% | 85,201 | $9.2M |
| Bokf, NA | 0.16% | Add +3.3% | 87,487 | $9.2M |
| Prudential Financial Inc. | 0.01% | Add +6.9% | 83,353 | $9.0M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -0.5% | 82,500 | $8.9M |
| Sterling Financial Planning, Inc. | 3.25% | Reduce -1.5% | 81,962 | $8.8M |
| Home Federal Bank of Tennessee | 2.52% | Reduce -2.4% | 81,904 | $8.8M |
| Lansing Street Advisors | 3.24% | Add +8.1% | 81,658 | $8.8M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +27.4% | 81,615 | $8.8M |
| Sax Wealth Advisors, LLC | 0.77% | Reduce -1.1% | 80,628 | $8.7M |
| Councilor Wealth, LLC | 4.20% | Reduce -5.0% | 79,942 | $8.6M |
| Evanson Asset Management, LLC | 0.59% | Add +0.1% | 77,781 | $8.4M |
| Capital Advisors, Ltd. LLC | 1.02% | Reduce -0.3% | 76,508 | $8.2M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +1.7% | 75,543 | $8.1M |
| Family Firm, Inc. | 1.76% | Add +0.0% | 173,778 | $8.0M |
| Wilmington Savings Fund Society, FSB | 0.14% | Reduce -3.2% | 73,727 | $7.9M |
| Pinnacle Financial Partners Inc | 0.16% | Add +2.9% | 72,620 | $7.8M |
| Fifth Third Bancorp | 0.03% | Reduce -6.3% | 71,655 | $7.7M |
| Cordatus Wealth Management LLC | 2.75% | New | 70,979 | $7.6M |
| Wealth Quarterback LLC | 3.94% | Add +150.8% | 70,398 | $7.6M |
| Chicago Partners Investment Group LLC | 0.27% | Reduce -2.4% | 71,430 | $7.6M |
| TrinityPoint Wealth, LLC | 1.08% | Add +73.5% | 69,685 | $7.5M |
| Burns J W & Co. Inc. | 0.96% | Add +1.5% | 68,941 | $7.4M |
| Corient Private Wealth LP | 0.01% | Add +10.2% | 68,166 | $7.3M |
| Oxler Private Wealth LLC | 2.55% | Add +161.6% | 68,083 | $7.3M |
| Ifrah Financial Services, Inc. | 1.91% | Reduce -0.0% | 65,763 | $7.1M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +0.4% | 65,605 | $7.1M |
| NorthCrest Asset Manangement, LLC | 0.21% | Reduce -0.2% | 65,498 | $7.1M |
| Sepio Capital, LP | 0.53% | Reduce -3.9% | 63,034 | $6.8M |
| Ironwood Financial, llc | 1.37% | Reduce -0.5% | 60,632 | $6.5M |
| Lake Street Private Wealth, LLC | 1.05% | Add +9.8% | 60,278 | $6.5M |
| Cresset Asset Management, LLC | 0.02% | Add +6.9% | 57,818 | $6.2M |
"% 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.