13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMega-capCrowded
IJS

ISHARES S&P SMALL-CAP 600 VA

903 institutions still hold ISHARES S&P SMALL-CAP 600 VA as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287879·Exchange Traded Fund·903 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.9%
vs prior quarter
13F value held
$2.5B
58.0% inst. owned
of float
Holders
903
-11 QoQ
filers reporting
Activity
+53 / −119
+891 added · −942 reduced
this quarter
Concentration
15.36%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

903 institutions reported IJS in Q1 2026. MORGAN STANLEY leads at 15.4% of the visible book. -11 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$380M3.2M0.02%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$373M3.1M0.03%Q1 202603
SHERMAN PORFOLIOS, LLC
CIK 0002096483
$230M1.9M17.63%Q1 202604
FMR LLC
CIK 0000315066
$193M1.6M0.01%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$170M1.4M0.03%Q1 202606
UBS Group AG
CIK 0001610520
$129M1.1M0.02%Q1 202607
USA FINANCIAL FORMULAS
CIK 0001633716
$110M928K20.72%Q1 202608
LPL Financial LLC
CIK 0001403438
$103M870K0.03%Q1 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$100M846K0.02%Q1 202610
Prime Capital Investment Advisors, LLC
CIK 0001731446
$92M775K1.06%Q1 202611
Modera Wealth Management, LLC
CIK 0001542143
$84M739K0.97%Q4 202512
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$70M590K0.02%Q1 202613
M&T BANK CORP
CIK 0000036270
$65M551K0.22%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$65M551K0.01%Q1 202615
HighTower Advisors, LLC
CIK 0001462245
$60M504K0.06%Q1 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$56M474K0.08%Q1 202617
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$55M480K0.03%Q4 202518
Modern Wealth Management, LLC
CIK 0002001900
$49M412K0.84%Q1 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$47M400K0.01%Q1 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$44M376K0.03%Q1 2026
Page 1 of 46
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