iShares S&P Small-Cap 600 VaIJSETF
13F holders, Q2 2025 (June 30)783holders −18
41new positions
65sold out
2famous investors
$99.60avg. 13F price*
At the end of Q2 2025, 783 institutions reported holding iShares S&P Small-Cap 600 Va (IJS) in their 13F filings, down 18 from Q1 2025. 41 opened new positions and 65 sold out. The largest holders were Morgan Stanley ($354.6M), Bank of America Corp. ($324.8M) and Wells Fargo & Company ($131.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $47.0M |
| Exits | 65 | $95.2M |
All 13F filers, Q1 2025 → Q2 2025: 1,962,520 shares bought and 5,650,165 shares sold, net −3,687,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 783 holders
| Morgan Stanley | 0.02% | Add +3.1% | 3,564,530 | $354.6M |
| Bank of America Corp. | 0.03% | Add +1.3% | 3,264,442 | $324.8M |
| Wells Fargo & Company | 0.03% | Reduce -4.5% | 1,323,263 | $131.7M |
| FMR LLC | 0.01% | Reduce -50.2% | 1,151,037 | $114.5M |
| UBS Group AG | 0.02% | Reduce -4.5% | 1,040,281 | $103.5M |
| LPL Financial LLC | 0.03% | Add +7.5% | 929,734 | $92.5M |
| Prime Capital Investment Advisors, LLC | 1.13% | Reduce -3.5% | 855,227 | $85.1M |
| Modera Wealth Management, LLC | 1.05% | Add +19.6% | 849,875 | $84.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -27.1% | 672,573 | $66.9M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -4.9% | 654,365 | $65.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -3.8% | 607,573 | $60.4M |
| M&T Bank Corp | 0.20% | Reduce -8.7% | 595,125 | $59.2M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -9.9% | 590,875 | $58.8M |
| Royal Bank of Canada | 0.01% | Add +15.8% | 531,818 | $52.9M |
| Regions Financial Corp. | 0.34% | Reduce -66.4% | 494,648 | $49.2M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +0.3% | 378,421 | $37.6M |
| HighTower Advisors, LLC | 0.05% | Reduce -12.5% | 371,916 | $37.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.9% | 355,716 | $35.4M |
| GW Henssler & Associates Ltd. | 1.82% | Add +2.7% | 342,838 | $34.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -18.6% | 339,292 | $33.8M |
| One Capital Management, LLC | 1.14% | Reduce -15.1% | 330,573 | $32.9M |
| Stifel Financial Corp. | 0.03% | Reduce -0.7% | 325,179 | $32.4M |
| Jones Financial Companies LLLP | 0.02% | Add +11.3% | 310,458 | $30.9M |
| Palisades Hudson Asset Management, L.P. | 11.71% | Add +6.8% | 300,861 | $29.9M |
| Exencial Wealth Advisors, LLC | 1.02% | Reduce -1.9% | 290,218 | $28.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -35.1% | 273,704 | $28.4M |
| Bailard, Inc. | 0.64% | Reduce -4.0% | 276,415 | $27.5M |
| Bank of Montreal | 0.01% | Reduce -9.0% | 264,124 | $26.3M |
| Baird Financial Group, Inc. | 0.05% | Reduce -14.1% | 262,539 | $26.1M |
| SPC Financial, Inc. | 2.07% | Add +2.2% | 248,243 | $24.7M |
| Arax Advisory Partners | 1.03% | Add +342183.3% | 225,907 | $22.5M |
| Mariner, LLC | 0.03% | Reduce -8.2% | 225,686 | $22.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +17.6% | 221,205 | $22.0M |
| Heartwood Wealth Advisors LLC | 2.25% | Add +1.2% | 216,588 | $21.5M |
| GHP Investment Advisors, Inc. | 0.88% | Reduce -2.2% | 199,510 | $19.8M |
| United Capital Financial Advisors, LLC | 0.16% | Add +0.1% | 198,678 | $19.8M |
| Cerity Partners LLC | 0.03% | Reduce -0.1% | 194,367 | $19.3M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -13.1% | 189,520 | $18.9M |
| MAI Capital Management | 0.13% | Add +0.9% | 180,975 | $18.0M |
| Probity Advisors, Inc. | 3.02% | Reduce -0.5% | 172,767 | $17.2M |
| Osaic Holdings, Inc. | 0.03% | Reduce -23.4% | 165,946 | $16.5M |
| Moneta Group Investment Advisors LLC | 0.19% | Add +7.0% | 159,133 | $15.8M |
| Truist Financial Corp. | 0.02% | Reduce -7.9% | 158,403 | $15.8M |
| Creative Planning | 0.01% | Reduce -5.8% | 151,569 | $15.1M |
| Avantax Advisory Services, Inc. | 0.08% | Add +52.6% | 148,729 | $14.8M |
| Ellis Investment Partners, LLC | 2.85% | Reduce -0.7% | 147,294 | $14.7M |
| Keybank National Association | 0.05% | Add +12.1% | 146,374 | $14.6M |
| Savant Capital, LLC | 0.10% | Reduce -12.9% | 144,303 | $14.4M |
| Focus Partners Wealth | 0.03% | Reduce -5.2% | 141,373 | $14.1M |
| Waverly Advisors, LLC | 0.15% | Reduce -9.5% | 139,916 | $13.9M |
| NorthCoast Asset Management LLC | 0.06% | Reduce -31.2% | 136,544 | $13.6M |
| Phillips Financial Management, LLC | 0.93% | Reduce -1.7% | 129,257 | $12.9M |
| Financial Advisors Network, Inc. | 1.91% | Add +12.0% | 127,215 | $12.7M |
| Wealth Architects, LLC | 1.14% | Add +11.3% | 112,540 | $11.2M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -5.7% | 112,023 | $11.2M |
| Brown Advisory Inc. | 0.01% | Add +684.9% | 108,548 | $10.8M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +1.1% | 105,200 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -5.4% | 103,510 | $10.3M |
| Redwood Investment Management, LLC | 1.08% | New | 102,728 | $10.2M |
| Cibc World Market Inc. | 0.02% | Add +0.7% | 100,776 | $10.0M |
| Cetera Investment Advisers | 0.02% | Reduce -46.1% | 96,518 | $9.6M |
| Lido Advisors, LLC | 0.05% | Add +6.4% | 93,458 | $9.3M |
| Comerica Bank | 0.04% | Reduce -16.6% | 91,876 | $9.1M |
| Lake Street Private Wealth, LLC | 1.27% | Add +0.8% | 89,359 | $8.9M |
| RTD Financial Advisors, Inc. | 1.13% | Reduce -1.9% | 88,873 | $8.8M |
| Asset Management Group, Inc. | 1.53% | Reduce -0.8% | 88,133 | $8.8M |
| Pinnacle Financial Partners Inc | 0.18% | Add +10.6% | 87,764 | $8.7M |
| Bokf, NA | 0.14% | Reduce -2.4% | 87,268 | $8.7M |
| Home Federal Bank of Tennessee | 2.38% | Add +0.4% | 84,378 | $8.4M |
| Coastal Bridge Advisors, LLC | 0.68% | New | 81,936 | $8.2M |
| JFS Wealth Advisors, LLC | 0.52% | Reduce -4.0% | 81,403 | $8.1M |
| Captrust Financial Advisors | 0.02% | Reduce -10.5% | 81,195 | $8.1M |
| Glenmede Investment Management, LP | 0.04% | — | 80,671 | $8.0M |
| Sterling Financial Planning, Inc. | 2.68% | Add +0.7% | 80,647 | $8.0M |
| Asset Dedication, LLC | 0.58% | Reduce -2.2% | 79,860 | $7.9M |
| Cassaday & Co Wealth Management LLC | 0.20% | Add +25.7% | 79,431 | $7.9M |
| Evanson Asset Management, LLC | 0.48% | Reduce -0.7% | 77,392 | $7.7M |
| Councilor Wealth, LLC | 3.56% | Reduce -0.4% | 76,613 | $7.6M |
| Family Firm, Inc. | 1.82% | Add +3.7% | 75,954 | $7.6M |
| Integrated Wealth Concepts LLC | 0.07% | Add +18.1% | 72,802 | $7.2M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +0.4% | 72,716 | $7.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -43.9% | 72,511 | $7.2M |
| Capital Advisors, Ltd. LLC | 0.88% | Reduce -1.5% | 72,086 | $7.2M |
| One Day In July LLC | 0.65% | Reduce -12.7% | 71,867 | $7.2M |
| Chicago Partners Investment Group LLC | 0.20% | Reduce -0.8% | 67,222 | $7.1M |
| Compound Planning, Inc. | 0.27% | Add +10.3% | 70,990 | $7.1M |
| IFP Advisors, Inc | 0.20% | Add +234.3% | 70,139 | $7.0M |
| US Bancorp \de | 0.01% | Reduce -13.2% | 67,174 | $6.7M |
| Ifrah Financial Services, Inc. | 1.81% | Add +2.5% | 66,500 | $6.6M |
| NorthCrest Asset Manangement, LLC | 0.18% | Add +0.9% | 63,178 | $6.6M |
| Sax Wealth Advisors, LLC | 0.39% | Reduce -17.6% | 65,120 | $6.5M |
| Citadel Advisors | 0.01% | Add +52.9% | 64,518 | $6.4M |
| Allworth Financial LP | 0.03% | Reduce -3.2% | 62,927 | $6.3M |
| Empowered Funds, LLC | 0.07% | New | 61,394 | $6.1M |
| Occidental Asset Management, LLC | 0.83% | Add +15.1% | 60,806 | $6.0M |
| Fifth Third Bancorp | 0.02% | Reduce -7.5% | 59,309 | $5.9M |
| Fortress Financial Group, LLC | 4.86% | Add +48.2% | 57,636 | $5.7M |
| Corient Private Wealth LP | 0.01% | Add +0.9% | 57,318 | $5.7M |
| Susquehanna International Group, LLP | 0.01% | Add +25.4% | 56,659 | $5.6M |
| Accretive Wealth Partners, LLC | 1.83% | Add +3.5% | 55,947 | $5.6M |
"% 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.