iShares S&P Small-Cap 600 VaIJSETF
13F holders, Q3 2025 (September 30)795holders +12
63new positions
49sold out
2famous investors
$110.60avg. 13F price*
At the end of Q3 2025, 795 institutions reported holding iShares S&P Small-Cap 600 Va (IJS) in their 13F filings, up 12 from Q2 2025. 63 opened new positions and 49 sold out. The largest holders were Morgan Stanley ($369.6M), Bank of America Corp. ($363.4M) and Wells Fargo & Company ($144.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $68.0M |
| Exits | 49 | $53.4M |
All 13F filers, Q2 2025 → Q3 2025: 1,962,518 shares bought and 2,039,774 shares sold, net −77,256 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 795 holders
| Morgan Stanley | 0.02% | Reduce -6.2% | 3,342,269 | $369.6M |
| Bank of America Corp. | 0.03% | Add +0.7% | 3,285,564 | $363.4M |
| Wells Fargo & Company | 0.03% | Reduce -1.6% | 1,302,144 | $144.0M |
| FMR LLC | 0.01% | Reduce -1.7% | 1,131,348 | $125.1M |
| UBS Group AG | 0.02% | Add +7.8% | 1,121,202 | $124.0M |
| LPL Financial LLC | 0.03% | Reduce -3.6% | 896,296 | $99.1M |
| Prime Capital Investment Advisors, LLC | 1.16% | Reduce -2.6% | 833,295 | $92.2M |
| Modera Wealth Management, LLC | 1.06% | Reduce -2.4% | 829,674 | $91.8M |
| Ameriprise Financial Inc. | 0.02% | Add +6.1% | 713,490 | $79.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.4% | 599,325 | $66.3M |
| M&T Bank Corp | 0.22% | Reduce -1.4% | 586,651 | $64.9M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -3.7% | 569,168 | $62.9M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -19.5% | 526,799 | $58.3M |
| Royal Bank of Canada | 0.01% | Reduce -8.9% | 484,480 | $53.6M |
| Regions Financial Corp. | 0.30% | Reduce -16.7% | 412,175 | $45.6M |
| HighTower Advisors, LLC | 0.05% | Add +4.4% | 388,201 | $42.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +0.6% | 380,488 | $42.1M |
| World Investment Advisors | 0.82% | Add +4702.1% | 362,321 | $40.1M |
| GW Henssler & Associates Ltd. | 1.93% | Add +1.7% | 348,628 | $38.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.9% | 336,127 | $37.2M |
| One Capital Management, LLC | 1.16% | Reduce -0.5% | 328,958 | $36.4M |
| Jones Financial Companies LLLP | 0.02% | Add +4.9% | 325,609 | $35.9M |
| Stifel Financial Corp. | 0.03% | Reduce -4.6% | 310,111 | $34.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.0% | 305,991 | $33.8M |
| Palisades Hudson Asset Management, L.P. | 12.24% | Add +1.4% | 305,007 | $33.7M |
| Exencial Wealth Advisors, LLC | 1.03% | Reduce -1.4% | 286,304 | $31.7M |
| Bailard, Inc. | 0.66% | Reduce -1.2% | 273,214 | $30.2M |
| Baird Financial Group, Inc. | 0.05% | Reduce -0.8% | 260,401 | $28.8M |
| Bank of Montreal | 0.01% | Reduce -3.3% | 255,439 | $28.2M |
| SPC Financial, Inc. | 2.14% | Reduce -0.0% | 248,201 | $27.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -11.9% | 241,149 | $26.6M |
| Cetera Investment Advisers | 0.03% | Add +136.1% | 227,909 | $25.2M |
| Heartwood Wealth Advisors LLC | 2.30% | Add +2.8% | 222,655 | $24.6M |
| Mariner, LLC | 0.03% | Reduce -2.3% | 220,497 | $24.4M |
| Vestmark Advisory Solutions, Inc. | 0.44% | New | 209,044 | $23.1M |
| GHP Investment Advisors, Inc. | 0.92% | Reduce -0.8% | 197,897 | $21.9M |
| Cerity Partners LLC | 0.04% | Add +0.8% | 195,884 | $21.7M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -2.8% | 193,136 | $21.4M |
| Rockefeller Capital Management L.P. | 0.04% | Add +0.1% | 189,669 | $21.0M |
| MAI Capital Management | 0.13% | Add +2.7% | 185,805 | $20.5M |
| Probity Advisors, Inc. | 3.15% | Add +1.6% | 175,558 | $19.4M |
| Osaic Holdings, Inc. | 0.03% | Add +2.3% | 169,741 | $18.7M |
| Moneta Group Investment Advisors LLC | 0.15% | Add +4.6% | 166,427 | $18.4M |
| Kestra Private Wealth Services, LLC | 0.23% | Add +54.2% | 162,180 | $17.9M |
| Truist Financial Corp. | 0.02% | Reduce -1.0% | 156,870 | $17.3M |
| Savant Capital, LLC | 0.11% | Add +8.6% | 156,724 | $17.3M |
| Creative Planning | 0.01% | Reduce -0.9% | 150,222 | $16.6M |
| Focus Partners Wealth | 0.03% | Add +6.2% | 150,180 | $16.6M |
| Keybank National Association | 0.06% | Reduce -2.0% | 143,495 | $15.9M |
| Ellis Investment Partners, LLC | 2.85% | Reduce -3.0% | 142,882 | $15.8M |
| NorthCoast Asset Management LLC | 0.06% | Add +4.6% | 142,815 | $15.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -38.8% | 135,449 | $15.0M |
| Waverly Advisors, LLC | 0.14% | Reduce -6.5% | 130,836 | $14.5M |
| Financial Advisors Network, Inc. | 2.00% | Add +0.2% | 127,420 | $14.1M |
| Phillips Financial Management, LLC | 0.90% | Reduce -4.9% | 122,940 | $13.6M |
| BNP Paribas Financial Markets | 0.01% | Add +4206.0% | 122,291 | $13.5M |
| Wealth Architects, LLC | 1.16% | Reduce -1.6% | 110,762 | $12.2M |
| Cibc World Market Inc. | 0.02% | Add +1.3% | 102,067 | $11.3M |
| Brown Advisory Inc. | 0.01% | Reduce -6.0% | 102,055 | $11.3M |
| Lido Advisors, LLC | 0.04% | Add +4.2% | 97,363 | $10.8M |
| RTD Financial Advisors, Inc. | 1.25% | Add +5.9% | 94,090 | $10.4M |
| Lake Street Private Wealth, LLC | 1.31% | Add +2.5% | 91,571 | $10.1M |
| Pinnacle Financial Partners Inc | 0.24% | Add +3.0% | 90,357 | $10.0M |
| Comerica Bank | 0.04% | Reduce -2.5% | 89,554 | $9.9M |
| Bokf, NA | 0.15% | Add +2.5% | 89,430 | $9.9M |
| Asset Management Group, Inc. | 1.59% | Reduce -0.0% | 88,097 | $9.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -22.9% | 86,374 | $9.6M |
| Home Federal Bank of Tennessee | 2.52% | Add +0.8% | 85,059 | $9.4M |
| JFS Wealth Advisors, LLC | 0.54% | Add +2.7% | 83,634 | $9.2M |
| Coastal Bridge Advisors, LLC | 0.69% | Add +1.0% | 82,761 | $9.2M |
| Glenmede Investment Management, LP | 0.04% | Add +1.0% | 81,474 | $9.0M |
| Prospera Financial Services Inc | 0.15% | Add +728.5% | 80,666 | $8.9M |
| Asset Dedication, LLC | 0.59% | Reduce -0.4% | 79,526 | $8.8M |
| Cassaday & Co Wealth Management LLC | 0.20% | Reduce -0.1% | 79,363 | $8.8M |
| Sterling Financial Planning, Inc. | 2.76% | Reduce -1.7% | 79,243 | $8.8M |
| Evanson Asset Management, LLC | 0.49% | Add +1.9% | 78,821 | $8.7M |
| Cordatus Wealth Management LLC | 2.04% | New | 78,406 | $8.7M |
| Captrust Financial Advisors | 0.02% | Reduce -3.8% | 78,111 | $8.6M |
| Corient Private Wealth LP | 0.01% | Add +30.8% | 74,957 | $8.3M |
| Integrated Wealth Concepts LLC | 0.07% | Add +2.3% | 74,490 | $8.2M |
| Councilor Wealth, LLC | 3.76% | Reduce -4.2% | 73,380 | $8.1M |
| Polianta Ltd | 3.31% | New | 72,600 | $8.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -0.7% | 72,177 | $8.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -30.3% | 72,116 | $8.0M |
| Capital Advisors, Ltd. LLC | 0.90% | Reduce -0.0% | 72,072 | $8.0M |
| One Day In July LLC | 0.67% | Reduce -0.4% | 71,557 | $7.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -3.8% | 69,793 | $7.7M |
| Empowered Funds, LLC | 0.08% | Add +13.6% | 69,768 | $7.7M |
| Summit Financial, LLC | 0.12% | Add +220.9% | 68,239 | $7.5M |
| Chicago Partners Investment Group LLC | 0.20% | Reduce -0.6% | 66,804 | $7.5M |
| Ifrah Financial Services, Inc. | 1.91% | Add +0.4% | 66,762 | $7.4M |
| US Bancorp \de | 0.01% | Reduce -4.3% | 64,316 | $7.1M |
| NorthCrest Asset Manangement, LLC | 0.17% | Add +1.7% | 64,274 | $7.1M |
| Allworth Financial LP | 0.03% | Reduce -1.8% | 61,780 | $6.8M |
| Occidental Asset Management, LLC | 0.86% | Add +1.5% | 61,692 | $6.8M |
| Sax Wealth Advisors, LLC | 0.37% | Reduce -5.4% | 61,614 | $6.8M |
| Fortress Financial Group, LLC | 5.14% | Add +5.2% | 60,646 | $6.7M |
| Peapack Gladstone Financial Corp. | 0.08% | Add +3.8% | 57,781 | $6.4M |
| Fifth Third Bancorp | 0.02% | Reduce -2.8% | 57,649 | $6.4M |
| Accretive Wealth Partners, LLC | 1.93% | Add +2.0% | 57,093 | $6.3M |
"% 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.