iShares S&P Small-Cap 600 VaIJSETF
13F holders, Q1 2026 (March 31)852holders +12
72new positions
51sold out
4famous investors
$118.07avg. 13F price*
At the end of Q1 2026, 852 institutions reported holding iShares S&P Small-Cap 600 Va (IJS) in their 13F filings, up 12 from Q4 2025. 72 opened new positions and 51 sold out. The largest holders were Morgan Stanley ($380.3M), Bank of America Corp. ($373.0M) and True Freedom Investing, LLC ($229.8M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $482.7M |
| Exits | 51 | $32.1M |
All 13F filers, Q4 2025 → Q1 2026: 6,901,253 shares bought and 1,392,909 shares sold, net +5,508,344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 852 holders
| Morgan Stanley | 0.02% | Add +3.5% | 3,210,240 | $380.3M |
| Bank of America Corp. | 0.03% | Reduce -2.9% | 3,148,988 | $373.0M |
| True Freedom Investing, LLC | 17.63% | New | 1,940,467 | $229.8M |
| FMR LLC | 0.01% | Add +23.4% | 1,632,259 | $193.3M |
| Wells Fargo & Company | 0.03% | Add +13.8% | 1,432,802 | $169.7M |
| UBS Group AG | 0.02% | Add +3.7% | 1,092,944 | $129.5M |
| USA Financial Formulas | 20.72% | New | 927,820 | $109.9M |
| LPL Financial LLC | 0.03% | Reduce -2.9% | 869,840 | $103.0M |
| Ameriprise Financial Inc. | 0.02% | Add +19.3% | 846,373 | $100.3M |
| Prime Capital Investment Advisors, LLC | 1.06% | Reduce -1.2% | 775,003 | $91.8M |
| Modera Wealth Management, LLC | 1.01% | Reduce -3.7% | 711,589 | $84.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +59.8% | 589,535 | $69.8M |
| M&T Bank Corp | 0.22% | Add +1.0% | 559,450 | $66.3M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -0.6% | 554,609 | $65.7M |
| Royal Bank of Canada | 0.01% | Add +6.5% | 550,910 | $65.3M |
| HighTower Advisors, LLC | 0.06% | Add +0.4% | 503,966 | $59.7M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -3.8% | 473,681 | $56.1M |
| Modern Wealth Management, LLC | 0.84% | Add +11921.0% | 411,838 | $48.9M |
| Raymond James Financial Inc. | 0.01% | Add +27.1% | 399,861 | $47.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -1.7% | 375,660 | $44.5M |
| Jones Financial Companies LLLP | 0.02% | Add +11.3% | 374,664 | $43.7M |
| Regions Financial Corp. | 0.28% | Reduce -4.0% | 367,261 | $43.5M |
| World Investment Advisors | 0.65% | Add +14.0% | 342,789 | $40.6M |
| JPMorgan Chase & Co. | 0.00% | Add +2.4% | 327,688 | $38.0M |
| Stifel Financial Corp. | 0.03% | Reduce -1.0% | 302,770 | $35.9M |
| Focus Partners Wealth | 0.04% | Add +1.9% | 300,334 | $35.6M |
| Palisades Hudson Asset Management, L.P. | 13.00% | Reduce -0.9% | 281,640 | $33.4M |
| Exencial Wealth Advisors, LLC | 1.03% | Reduce -1.1% | 279,650 | $33.1M |
| Osaic Holdings, Inc. | 0.05% | Add +76.2% | 277,235 | $32.9M |
| Sharp Wealth Advisory, LLC | 15.92% | New | 272,120 | $32.2M |
| Bailard, Inc. | 0.73% | Reduce -0.7% | 269,055 | $31.9M |
| Mariner, LLC | 0.04% | Add +16.4% | 255,162 | $30.2M |
| Bank of Montreal | 0.01% | Reduce -0.4% | 253,249 | $30.0M |
| Baird Financial Group, Inc. | 0.05% | Reduce -0.5% | 251,891 | $29.8M |
| Cetera Investment Advisers | 0.03% | Add +9.9% | 250,385 | $29.7M |
| Heartwood Wealth Advisors LLC | 2.46% | Add +5.6% | 237,895 | $28.2M |
| AlphaCore Capital LLC | 0.65% | Reduce -4.7% | 231,885 | $27.5M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.9% | 197,334 | $23.4M |
| GHP Investment Advisors, Inc. | 0.96% | Reduce -0.1% | 197,058 | $23.3M |
| Cerity Partners LLC | 0.03% | Add +0.8% | 196,117 | $23.2M |
| Vestmark Advisory Solutions, Inc. | 0.25% | Add +8.7% | 189,997 | $22.5M |
| MAI Capital Management | 0.12% | Reduce -0.0% | 184,883 | $21.9M |
| Kestra Private Wealth Services, LLC | 0.26% | Add +4.2% | 176,811 | $20.9M |
| Moneta Group Investment Advisors LLC | 0.16% | Add +5.7% | 174,677 | $20.7M |
| Probity Advisors, Inc. | 3.22% | Reduce -1.0% | 171,374 | $20.3M |
| Creative Planning | 0.01% | Add +10.3% | 168,133 | $19.9M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -7.0% | 166,774 | $19.8M |
| Brown Advisory Inc. | 0.03% | Reduce -17.0% | 152,151 | $18.0M |
| Savant Capital, LLC | 0.08% | Reduce -3.6% | 143,902 | $17.0M |
| Fifth Third Bancorp | 0.03% | Add +164.8% | 143,255 | $17.0M |
| Keybank National Association | 0.06% | Reduce -0.9% | 139,869 | $16.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +68.1% | 138,278 | $16.4M |
| Ellis Investment Partners, LLC | 2.83% | Reduce -3.1% | 137,472 | $16.3M |
| CoreCap Advisors, LLC | 0.54% | Add +40529.7% | 132,859 | $15.7M |
| Waverly Advisors, LLC | 0.11% | Add +2.0% | 128,124 | $15.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.6% | 127,605 | $15.1M |
| Truist Financial Corp. | 0.02% | Reduce -16.9% | 123,487 | $14.6M |
| Coastal Bridge Advisors, LLC | 0.99% | Add +10.9% | 117,833 | $14.0M |
| Financial Advisors Network, Inc. | 1.92% | Reduce -7.5% | 117,453 | $13.9M |
| Royal Fund Management, LLC | 1.29% | New | 113,743 | $13.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +23.4% | 110,432 | $13.1M |
| Wealth Architects, LLC | 1.16% | Reduce -0.2% | 110,103 | $13.0M |
| Independent Financial Group, LLC | 0.29% | Add +269.4% | 108,686 | $12.9M |
| Lido Advisors, LLC | 0.05% | Add +6.4% | 108,067 | $12.8M |
| Pinnacle Financial Partners, Inc. | 0.09% | Add +0.8% | 104,318 | $12.4M |
| Centaurus Financial, Inc. | 0.57% | New | 101,813 | $12.1M |
| Farther Finance Advisors, LLC | 0.11% | Add +60.1% | 99,335 | $11.8M |
| Merit Financial Group, LLC | 0.08% | New | 96,173 | $11.4M |
| Cibc World Market Inc. | 0.02% | Reduce -12.1% | 95,295 | $11.3M |
| Corient Private Wealth LP | 0.02% | Reduce -5.0% | 93,216 | $11.0M |
| Lake Street Private Wealth, LLC | 1.29% | Reduce -15.7% | 85,090 | $10.1M |
| Asset Management Group, Inc. | 1.62% | Reduce -3.9% | 84,406 | $10.0M |
| Phillips Financial Management, LLC | 0.72% | Reduce -26.5% | 83,705 | $9.9M |
| Home Federal Bank of Tennessee | 2.47% | Reduce -2.1% | 83,510 | $9.9M |
| Glenmede Trust Co. NA | 0.05% | Reduce -0.0% | 83,194 | $9.9M |
| Captrust Financial Advisors | 0.02% | Add +0.2% | 82,919 | $9.8M |
| One Capital Management, LLC | 0.27% | Reduce -14.0% | 82,509 | $9.8M |
| Prospera Financial Services Inc | 0.16% | Add +2.4% | 81,993 | $9.7M |
| RTD Financial Advisors, Inc. | 1.19% | Reduce -7.5% | 81,898 | $9.7M |
| Cordatus Wealth Management LLC | 2.26% | Add +2.4% | 80,110 | $9.5M |
| Cassaday & Co Wealth Management LLC | 0.20% | Reduce -0.8% | 78,565 | $9.3M |
| Evanson Asset Management, LLC | 0.50% | Add +0.0% | 77,898 | $9.2M |
| Arkadios Wealth Advisors | 0.15% | Reduce -2.0% | 77,216 | $9.1M |
| Sterling Financial Planning, Inc. | 2.69% | Reduce -3.0% | 76,707 | $9.1M |
| First Trust Advisors LP | 0.01% | Add +875.2% | 76,543 | $9.1M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +836.0% | 76,425 | $9.1M |
| Summit Financial, LLC | 0.12% | Add +3.4% | 76,303 | $9.0M |
| Integrated Wealth Concepts LLC | 0.07% | Add +3.0% | 75,590 | $9.0M |
| Bokf, NA | 0.13% | Reduce -1.0% | 72,891 | $8.6M |
| JFS Wealth Advisors, LLC | 0.48% | Reduce -5.8% | 72,337 | $8.6M |
| Capital Advisors, Ltd. LLC | 0.96% | Reduce -0.2% | 71,342 | $8.5M |
| Chicago Partners Investment Group LLC | 0.19% | Reduce -2.4% | 65,296 | $8.4M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -1.5% | 69,962 | $8.3M |
| Occidental Asset Management, LLC | 0.98% | Add +11.4% | 69,653 | $8.3M |
| Pathstone Holdings, LLC | 0.03% | Add +11.8% | 69,324 | $8.2M |
| Clear Creek Financial Management, LLC | 0.63% | New | 69,270 | $8.2M |
| Castlekeep Investment Advisors LLC | 4.38% | Add +22.8% | 68,231 | $8.1M |
| Peapack Gladstone Financial Corp. | 0.10% | Add +6.0% | 67,664 | $8.0M |
| Councilor Wealth, LLC | 3.88% | Reduce -3.9% | 67,429 | $8.0M |
| One Day In July LLC | 0.63% | Reduce -5.2% | 66,309 | $7.9M |
"% 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.