DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
IJT

ISHARES S&P SMALL-CAP 600 GR

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

CUSIP 464287887·Exchange Traded Fund·808 13F holders·last filed Mar 31, 2026
Market cap
7.0%
vs prior quarter
13F value held
$2.4B
74.0% inst. owned
of float
Holders
808
+78 QoQ
filers reporting
Activity
+64 / −94
+862 added · −805 reduced
this quarter
Concentration
18.89%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

808 institutions reported IJT in Q1 2026. MORGAN STANLEY leads at 18.9% of the visible book. +78 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$462M3.2M0.03%Q1 2026
02
BANK OF AMERICA CORP /DE/
CIK 0000070858
$296M2.0M0.02%Q1 2026
03
FMR LLC
CIK 0000315066
$272M1.9M0.01%Q1 2026
04
UBS Group AG
CIK 0001610520
$157M1.1M0.02%Q1 2026
05
WELLS FARGO & COMPANY/MN
CIK 0000072971
$150M1.0M0.03%Q1 2026
06
LPL Financial LLC
CIK 0001403438
$149M1.0M0.04%Q1 2026
07
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$127M880K0.08%Q1 2026
08
BROWN ADVISORY INC
CIK 0001345929
$118M836K0.16%Q4 2025
09
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$113M798K0.07%Q4 2025
10
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$78M537K0.02%Q1 2026
11
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$70M482K0.10%Q1 2026
12
M&T BANK CORP
CIK 0000036270
$64M441K0.22%Q1 2026
13
JPMORGAN CHASE & CO
CIK 0000019617
$59M421K0.00%Q1 2026
14
HighTower Advisors, LLC
CIK 0001462245
$53M366K0.06%Q1 2026
15
GLENMEDE TRUST CO NA
CIK 0000314949
$50M347K0.25%Q1 2026
16
Glenmede Investment Management, LP
CIK 0001644465
$50M352K0.24%Q3 2025
17
ROYAL BANK OF CANADA
CIK 0001000275
$49M339K0.01%Q1 2026
18
AMERIPRISE FINANCIAL INC
CIK 0000820027
$47M327K0.01%Q1 2026
19
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$42M291K0.01%Q1 2026
20
Cerity Partners LLC
CIK 0001566475
$40M274K0.06%Q1 2026
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