iShares S&P Small-Cap 600 VaIJSETF
13F holders, Q4 2024 (December 31)824holders +45
49new positions
40sold out
4famous investors
$108.34avg. 13F price*
At the end of Q4 2024, 824 institutions reported holding iShares S&P Small-Cap 600 Va (IJS) in their 13F filings, up 45 from Q3 2024. 49 opened new positions and 40 sold out. The largest holders were Morgan Stanley ($384.7M), Bank of America Corp. ($380.3M) and FMR LLC ($282.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $27.4M |
| Exits | 40 | $29.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,979,152 shares bought and 2,073,105 shares sold, net −93,953 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 824 holders
| Morgan Stanley | 0.03% | Add +1.6% | 3,542,441 | $384.7M |
| Bank of America Corp. | 0.04% | Add +4.1% | 3,501,418 | $380.3M |
| FMR LLC | 0.02% | Reduce -7.8% | 2,601,278 | $282.5M |
| Regions Financial Corp. | 1.20% | Add +0.2% | 1,498,918 | $162.8M |
| Wells Fargo & Company | 0.04% | Add +6.6% | 1,385,040 | $150.4M |
| M&T Bank Corp | 0.44% | Reduce -19.8% | 1,216,170 | $132.1M |
| UBS Group AG | 0.03% | Add +0.4% | 1,182,844 | $128.5M |
| Prime Capital Investment Advisors, LLC | 1.40% | Reduce -2.4% | 889,325 | $96.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.2% | 800,828 | $87.0M |
| Modera Wealth Management, LLC | 0.99% | Reduce -1.5% | 752,320 | $81.7M |
| Commonwealth Equity Services, LLC | 0.12% | Add +15.3% | 746,087 | $81.0M |
| LPL Financial LLC | 0.03% | Reduce -5.3% | 731,544 | $79.5M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -0.8% | 668,998 | $72.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -12.0% | 615,590 | $66.9M |
| Royal Bank of Canada | 0.01% | Add +7.1% | 486,652 | $52.9M |
| Raymond James Financial Inc. | 0.02% | — | 452,387 | $49.1M |
| One Capital Management, LLC | 1.50% | Reduce -4.8% | 416,416 | $45.2M |
| JPMorgan Chase & Co. | 0.00% | Add +8.8% | 403,877 | $43.9M |
| Susquehanna International Group, LLP | 0.07% | Add +3614.4% | 400,297 | $43.5M |
| HighTower Advisors, LLC | 0.06% | Add +6.9% | 381,256 | $41.4M |
| Stifel Financial Corp. | 0.04% | Reduce -1.9% | 353,427 | $38.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +9.5% | 349,120 | $37.9M |
| Bank of Montreal | 0.02% | Add +4.8% | 334,065 | $36.3M |
| Baird Financial Group, Inc. | 0.07% | Reduce -0.7% | 320,061 | $34.8M |
| GW Henssler & Associates Ltd. | 1.91% | Reduce -1.3% | 309,922 | $33.4M |
| Bailard, Inc. | 0.85% | Add +1.8% | 305,852 | $33.2M |
| Exencial Wealth Advisors, LLC | 1.20% | Reduce -2.6% | 299,453 | $32.5M |
| Palisades Hudson Asset Management, L.P. | 13.32% | Reduce -0.5% | 291,124 | $31.6M |
| Jones Financial Companies LLLP | 0.03% | Add +3.6% | 266,925 | $29.0M |
| SPC Financial, Inc. | 2.27% | Add +2.1% | 239,977 | $26.1M |
| Mariner, LLC | 0.04% | Reduce -5.5% | 221,981 | $24.1M |
| Heartwood Wealth Advisors LLC | 2.58% | Add +1.1% | 211,184 | $22.9M |
| GHP Investment Advisors, Inc. | 1.05% | Reduce -0.5% | 207,320 | $22.5M |
| United Capital Financial Advisors, LLC | 0.19% | Reduce -2.1% | 204,630 | $22.2M |
| Osaic Holdings, Inc. | 0.05% | Add +40.3% | 203,926 | $22.1M |
| Cerity Partners LLC | 0.05% | Add +3.0% | 202,660 | $22.0M |
| NorthCoast Asset Management LLC | 0.11% | Add +0.9% | 198,640 | $21.6M |
| Truist Financial Corp. | 0.03% | Reduce -2.9% | 191,974 | $20.9M |
| Savant Capital, LLC | 0.16% | Reduce -11.3% | 185,442 | $20.1M |
| MAI Capital Management | 0.15% | Add +9.6% | 180,142 | $19.6M |
| Probity Advisors, Inc. | 3.65% | Reduce -13.4% | 174,823 | $19.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.4% | 172,512 | $18.7M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.2% | 163,127 | $17.7M |
| Creative Planning | 0.02% | Add +17.7% | 162,265 | $17.6M |
| Waverly Advisors, LLC | 0.27% | Reduce -2.6% | 160,220 | $17.4M |
| Ellis Investment Partners, LLC | 3.34% | Add +3.8% | 156,162 | $17.0M |
| Focus Partners Wealth | 0.04% | Add +46.1% | 149,587 | $16.2M |
| Phillips Financial Management, LLC | 1.21% | Reduce -24.8% | 141,787 | $15.4M |
| Moneta Group Investment Advisors LLC | 0.21% | Reduce -8.2% | 137,695 | $15.0M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +61.7% | 133,382 | $14.5M |
| Lido Advisors, LLC | 0.09% | Reduce -26.7% | 129,357 | $14.0M |
| Keybank National Association | 0.05% | Reduce -0.8% | 128,915 | $14.0M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -0.5% | 126,145 | $13.7M |
| Comerica Bank | 0.05% | Reduce -0.5% | 113,179 | $12.3M |
| Financial Advisors Network, Inc. | 1.98% | — | 109,594 | $11.9M |
| Captrust Financial Advisors | 0.03% | Add +9.5% | 105,707 | $11.5M |
| Clear Creek Financial Management, LLC | 1.22% | Add +1294.3% | 103,875 | $11.3M |
| Wealth Architects, LLC | 1.24% | Reduce -1.1% | 100,819 | $10.9M |
| Cibc World Market Inc. | 0.03% | Reduce -3.1% | 100,482 | $10.9M |
| Covenant Partners, LLC | 3.31% | Reduce -5.0% | 98,842 | $10.7M |
| Cetera Investment Advisers | 0.02% | Add +3.3% | 94,029 | $10.2M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +14.8% | 93,672 | $10.2M |
| Avantax Advisory Services, Inc. | 0.06% | Add +4.3% | 93,556 | $10.2M |
| Lansing Street Advisors | 3.53% | Add +14.3% | 93,359 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -44.1% | 90,492 | $9.8M |
| RTD Financial Advisors, Inc. | 1.25% | Add +2.3% | 89,917 | $9.8M |
| Asset Management Group, Inc. | 1.73% | Reduce -0.7% | 89,377 | $9.7M |
| JFS Wealth Advisors, LLC | 0.66% | Reduce -4.0% | 89,125 | $9.7M |
| Prospera Financial Services Inc | 0.22% | Add +1.0% | 87,585 | $9.5M |
| Asset Dedication, LLC | 0.74% | Reduce -8.7% | 86,208 | $9.4M |
| Lake Street Private Wealth, LLC | 1.50% | Add +42.4% | 85,836 | $9.3M |
| Bokf, NA | 0.16% | Add +0.6% | 88,013 | $9.3M |
| One Day In July LLC | 0.96% | Reduce -3.9% | 84,576 | $9.2M |
| Glenmede Trust Co. NA | 0.05% | Reduce -2.7% | 82,890 | $9.0M |
| Sterling Financial Planning, Inc. | 3.24% | Reduce -1.2% | 80,970 | $8.8M |
| Home Federal Bank of Tennessee | 2.58% | Reduce -1.9% | 80,335 | $8.7M |
| TrinityPoint Wealth, LLC | 1.22% | Add +14.7% | 79,920 | $8.7M |
| Sax Wealth Advisors, LLC | 0.68% | Reduce -1.1% | 79,725 | $8.7M |
| Councilor Wealth, LLC | 4.11% | Reduce -0.6% | 79,492 | $8.6M |
| US Bancorp \de | 0.01% | Reduce -15.3% | 77,969 | $8.5M |
| Evanson Asset Management, LLC | 0.58% | Add +0.1% | 77,855 | $8.5M |
| Capital Advisors, Ltd. LLC | 1.04% | Reduce -0.9% | 75,816 | $8.2M |
| Pinnacle Financial Partners Inc | 0.17% | Add +3.7% | 75,288 | $8.2M |
| Rovin Capital /Ut/ | 2.93% | Add +181.2% | 74,876 | $8.1M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -1.5% | 74,411 | $8.1M |
| Family Firm, Inc. | 1.79% | Reduce -0.4% | 173,152 | $8.0M |
| Wilmington Savings Fund Society, FSB | 0.14% | Reduce -2.4% | 71,930 | $7.8M |
| Cordatus Wealth Management LLC | 2.06% | Add +1.1% | 71,776 | $7.8M |
| Wealth Quarterback LLC | 3.66% | Add +1.9% | 71,746 | $7.8M |
| Chicago Partners Investment Group LLC | 0.26% | Reduce -0.5% | 71,075 | $7.7M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +5.5% | 69,229 | $7.5M |
| Oxler Private Wealth LLC | 2.45% | Add +0.8% | 68,608 | $7.5M |
| Fifth Third Bancorp | 0.03% | Reduce -4.9% | 68,168 | $7.4M |
| Burns J W & Co. Inc. | 0.93% | Reduce -2.6% | 67,158 | $7.3M |
| Allworth Financial LP | 0.04% | Add +152.4% | 65,444 | $7.3M |
| Sepio Capital, LP | 0.58% | Add +5.8% | 66,682 | $7.2M |
| Polianta Ltd | 3.41% | New | 65,800 | $7.1M |
| Ifrah Financial Services, Inc. | 1.96% | Reduce -0.4% | 65,473 | $7.1M |
| NorthCrest Asset Manangement, LLC | 0.21% | Reduce -0.2% | 65,366 | $7.1M |
| Compound Planning, Inc. | 0.33% | Add +19.1% | 60,388 | $6.6M |
"% 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.