13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
IJS

ISHARES S&P SMALL-CAP 600 VA

939 institutions still hold ISHARES S&P SMALL-CAP 600 VA as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287879·Exchange Traded Fund·939 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.8B
visible holders
Holders
939
filers reporting
Concentration
15.34%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

939 institutions reported IJS in Q2 2026. MORGAN STANLEY leads at 15.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$435M3.2M0.02%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$434M3.2M0.03%Q2 202603
FMR LLC
CIK 0000315066
$227M1.7M0.01%Q2 202604
SHERMAN PORFOLIOS, LLC
CIK 0002096483
$226M1.9M17.68%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$208M1.5M0.03%Q2 202606
PINKERTON WEALTH, LLC
CIK 0001536446
$187M1.6M16.07%Q2 202607
UBS Group AG
CIK 0001610520
$129M946K0.02%Q2 202608
LPL Financial LLC
CIK 0001403438
$119M871K0.03%Q2 202609
USA FINANCIAL FORMULAS
CIK 0001633716
$110M928K20.72%Q1 202610
Prime Capital Investment Advisors, LLC
CIK 0001731446
$103M756K1.00%Q2 202611
Modera Wealth Management, LLC
CIK 0001542143
$95M698K1.02%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$78M569K0.02%Q2 202613
M&T BANK CORP
CIK 0000036270
$74M544K0.22%Q2 202614
ROYAL BANK OF CANADA
CIK 0001000275
$65M476K0.01%Q2 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$64M466K0.08%Q2 202616
AMERIPRISE FINANCIAL INC
CIK 0000820027
$58M421K0.01%Q2 202617
Savant Capital, LLC
CIK 0001482880
$58M414K0.17%Q2 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$55M403K0.01%Q2 202619
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$55M480K0.03%Q4 202520
HighTower Advisors, LLC
CIK 0001462245
$54M392K0.05%Q2 2026
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