iShares S&P Small-Cap 600 VaIJSETF
13F holders, Q4 2025 (December 31)840holders +45
45new positions
38sold out
2famous investors
$113.81avg. 13F price*
At the end of Q4 2025, 840 institutions reported holding iShares S&P Small-Cap 600 Va (IJS) in their 13F filings, up 45 from Q3 2025. 45 opened new positions and 38 sold out. The largest holders were Bank of America Corp. ($368.8M), Morgan Stanley ($352.6M) and FMR LLC ($150.4M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $19.9M |
| Exits | 38 | $39.8M |
All 13F filers, Q3 2025 → Q4 2025: 1,671,509 shares bought and 2,394,163 shares sold, net −722,654 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 840 holders
| Bank of America Corp. | 0.03% | Reduce -1.3% | 3,242,749 | $368.8M |
| Morgan Stanley | 0.02% | Reduce -7.2% | 3,100,925 | $352.6M |
| FMR LLC | 0.01% | Add +16.9% | 1,322,707 | $150.4M |
| Wells Fargo & Company | 0.03% | Reduce -3.3% | 1,259,429 | $143.2M |
| UBS Group AG | 0.02% | Reduce -6.0% | 1,053,751 | $119.8M |
| LPL Financial LLC | 0.03% | Reduce -0.0% | 896,028 | $101.9M |
| Prime Capital Investment Advisors, LLC | 1.09% | Reduce -5.8% | 784,680 | $89.2M |
| Modera Wealth Management, LLC | 0.97% | Reduce -10.9% | 739,155 | $84.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.5% | 709,768 | $80.7M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -2.0% | 557,667 | $63.4M |
| M&T Bank Corp | 0.20% | Reduce -5.6% | 553,768 | $63.0M |
| Royal Bank of Canada | 0.01% | Add +6.8% | 517,480 | $58.8M |
| HighTower Advisors, LLC | 0.06% | Add +29.3% | 502,097 | $57.1M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -6.6% | 492,150 | $56.0M |
| Regions Financial Corp. | 0.28% | Reduce -7.2% | 382,599 | $43.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +0.5% | 382,223 | $43.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -38.4% | 368,968 | $42.0M |
| Jones Financial Companies LLLP | 0.02% | Add +3.4% | 336,729 | $38.3M |
| JPMorgan Chase & Co. | 0.00% | Add +4.6% | 319,942 | $36.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.4% | 314,696 | $35.8M |
| Stifel Financial Corp. | 0.03% | Reduce -1.4% | 305,723 | $34.8M |
| World Investment Advisors | 0.56% | Reduce -17.0% | 300,601 | $34.2M |
| Focus Partners Wealth | 0.04% | Add +96.3% | 294,751 | $33.5M |
| Palisades Hudson Asset Management, L.P. | 12.53% | Reduce -6.8% | 284,157 | $32.3M |
| Exencial Wealth Advisors, LLC | 1.02% | Reduce -1.2% | 282,914 | $32.2M |
| Bailard, Inc. | 0.68% | Reduce -0.9% | 270,840 | $30.8M |
| Bank of Montreal | 0.01% | Reduce -0.4% | 254,344 | $28.9M |
| Baird Financial Group, Inc. | 0.04% | Reduce -2.8% | 253,244 | $28.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -3.2% | 233,428 | $27.7M |
| AlphaCore Capital LLC | 0.62% | Add +72965.5% | 243,308 | $27.7M |
| Cetera Investment Advisers | 0.03% | Reduce -0.0% | 227,872 | $25.9M |
| Heartwood Wealth Advisors LLC | 2.36% | Add +1.1% | 225,211 | $25.6M |
| Mariner, LLC | 0.03% | Reduce -0.6% | 219,235 | $24.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +5.0% | 199,162 | $22.6M |
| GHP Investment Advisors, Inc. | 0.92% | Reduce -0.3% | 197,265 | $22.4M |
| Cerity Partners LLC | 0.03% | Reduce -0.7% | 194,462 | $22.1M |
| MAI Capital Management | 0.12% | Reduce -0.5% | 184,933 | $21.0M |
| Brown Advisory Inc. | 0.03% | Add +79.6% | 183,256 | $20.8M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -7.2% | 179,276 | $20.4M |
| Vestmark Advisory Solutions, Inc. | 0.27% | Reduce -16.4% | 174,867 | $19.9M |
| Probity Advisors, Inc. | 3.15% | Reduce -1.4% | 173,140 | $19.7M |
| Kestra Private Wealth Services, LLC | 0.24% | Add +4.6% | 169,657 | $19.3M |
| Moneta Group Investment Advisors LLC | 0.14% | Reduce -0.7% | 165,267 | $18.8M |
| Osaic Holdings, Inc. | 0.03% | Reduce -7.3% | 157,316 | $17.9M |
| Creative Planning | 0.01% | Add +1.4% | 152,393 | $17.3M |
| Savant Capital, LLC | 0.10% | Reduce -4.7% | 149,296 | $17.0M |
| Truist Financial Corp. | 0.02% | Reduce -5.3% | 148,571 | $16.9M |
| Ellis Investment Partners, LLC | 2.81% | Reduce -0.7% | 141,884 | $16.1M |
| Keybank National Association | 0.06% | Reduce -1.6% | 141,133 | $16.0M |
| GW Henssler & Associates Ltd. | 0.73% | Reduce -61.9% | 132,771 | $15.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.3% | 128,338 | $14.6M |
| Financial Advisors Network, Inc. | 1.98% | Reduce -0.3% | 127,046 | $14.4M |
| Waverly Advisors, LLC | 0.12% | Reduce -4.0% | 125,651 | $14.3M |
| Phillips Financial Management, LLC | 0.83% | Reduce -7.4% | 113,865 | $12.9M |
| Wealth Architects, LLC | 1.13% | Reduce -0.4% | 110,336 | $12.5M |
| Cibc World Market Inc. | 0.02% | Add +6.2% | 108,392 | $12.3M |
| Coastal Bridge Advisors, LLC | 0.90% | Add +28.4% | 106,267 | $12.1M |
| Pinnacle Financial Partners, Inc. | 0.09% | — | 103,467 | $11.8M |
| Lake Street Private Wealth, LLC | 1.41% | Add +10.3% | 100,973 | $11.5M |
| Lido Advisors, LLC | 0.04% | Add +4.3% | 101,528 | $11.2M |
| Corient Private Wealth LP | 0.02% | Add +30.9% | 98,104 | $11.2M |
| One Capital Management, LLC | 0.33% | Reduce -70.8% | 95,924 | $10.9M |
| Comerica Bank | 0.04% | Add +6.7% | 95,512 | $10.9M |
| Mercer Global Advisors Inc. | 0.02% | Add +3.6% | 89,490 | $10.2M |
| RTD Financial Advisors, Inc. | 1.23% | Reduce -5.9% | 88,506 | $10.1M |
| Asset Management Group, Inc. | 1.62% | Reduce -0.3% | 87,855 | $10.0M |
| Home Federal Bank of Tennessee | 2.52% | Add +0.3% | 85,334 | $9.7M |
| Glenmede Trust Co. NA | 0.04% | — | 83,231 | $9.5M |
| Captrust Financial Advisors | 0.02% | Add +5.9% | 82,752 | $9.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +14.1% | 82,278 | $9.4M |
| Prospera Financial Services Inc | 0.15% | Reduce -0.7% | 80,114 | $9.1M |
| Cassaday & Co Wealth Management LLC | 0.19% | Reduce -0.2% | 79,192 | $9.0M |
| Sterling Financial Planning, Inc. | 2.71% | Reduce -0.2% | 79,066 | $9.0M |
| Arkadios Wealth Advisors | 0.18% | Add +175.9% | 78,797 | $9.0M |
| Polianta Ltd | 1.17% | Add +7.8% | 78,300 | $8.9M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +1398.5% | 78,283 | $8.9M |
| Cordatus Wealth Management LLC | 2.06% | Reduce -0.2% | 78,224 | $8.9M |
| Evanson Asset Management, LLC | 0.48% | Reduce -1.2% | 77,871 | $8.9M |
| Asset Dedication, LLC | 0.58% | Reduce -2.6% | 77,424 | $8.8M |
| JFS Wealth Advisors, LLC | 0.49% | Reduce -8.2% | 76,766 | $8.7M |
| Summit Financial, LLC | 0.12% | Add +8.2% | 73,823 | $8.4M |
| Bokf, NA | 0.13% | Reduce -17.6% | 73,659 | $8.4M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -1.5% | 73,402 | $8.3M |
| Two Sigma Investments, LP | 0.01% | Add +295.1% | 73,100 | $8.3M |
| Chicago Partners Investment Group LLC | 0.20% | Add +0.1% | 66,889 | $8.1M |
| Capital Advisors, Ltd. LLC | 0.92% | Reduce -0.8% | 71,484 | $8.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -1.6% | 71,008 | $8.1M |
| Councilor Wealth, LLC | 3.77% | Reduce -4.4% | 70,155 | $8.0M |
| One Day In July LLC | 0.65% | Reduce -2.3% | 69,907 | $7.9M |
| Ifrah Financial Services, Inc. | 1.94% | Reduce -0.5% | 66,406 | $7.6M |
| Peapack Gladstone Financial Corp. | 0.09% | Add +10.5% | 63,830 | $7.3M |
| NorthCrest Asset Manangement, LLC | 0.16% | Reduce -3.5% | 61,997 | $7.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -9.4% | 63,199 | $7.2M |
| Fortress Financial Group, LLC | 5.27% | Add +3.5% | 62,800 | $7.1M |
| US Bancorp \de | 0.01% | Reduce -2.7% | 62,560 | $7.1M |
| Occidental Asset Management, LLC | 0.85% | Add +1.4% | 62,535 | $7.1M |
| Farther Finance Advisors, LLC | 0.08% | Add +15.5% | 62,035 | $7.1M |
| Pathstone Holdings, LLC | 0.03% | Add +10.1% | 62,023 | $7.1M |
| Sax Wealth Advisors, LLC | 0.33% | Reduce -1.1% | 60,930 | $6.9M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +66.0% | 60,730 | $6.9M |
"% 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.