ISHARES S&P SMALL-CAP 600 VA IJS
$135.45
-0.8% 52w: $95.42 – $136.93
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data95.42116.18136.93
Jun 20, 2025 Jul 2, 2026
Institutional holders
840
+6 QoQ
13F value
$4.75B
+19.2% QoQ
Smart-money holders
10
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
6.5×
$1.8M calls / $272K puts
Institutional value by quarter
Number of holders
Who owns IJS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 3.2M | $380.3M | 0.0% | +3.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.1M | $373.0M | 0.0% | -2.9% |
| SHERMAN PORFOLIOS, LLC | Wealth advisor | 1.9M | $229.8M | 17.6% | New |
| FMR LLC | Long only active | 1.6M | $193.3M | 0.0% | +23.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.4M | $169.7M | 0.0% | +13.8% |
| UBS Group AG | Bank broker | 1.1M | $129.5M | 0.0% | +3.7% |
| USA FINANCIAL FORMULAS | Wealth advisor | 927.8K | $109.9M | 20.7% | New |
| LPL Financial LLC | Bank broker | 869.8K | $103.0M | 0.0% | -2.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 846.4K | $100.3M | 0.0% | +19.2% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 775.0K | $91.8M | 1.1% | -1.2% |
| Modera Wealth Management, LLC | Wealth advisor | 711.6K | $84.3M | 1.0% | -3.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 589.5K | $69.8M | 0.0% | +59.8% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 554.6K | $65.7M | 0.0% | -0.5% |
| M&T Bank Corp | Diversified mechanical | 551.5K | $65.3M | 0.2% | -0.4% |
| ROYAL BANK OF CANADA | Bank broker | 550.9K | $65.3M | 0.0% | +6.5% |
| HighTower Advisors, LLC | Diversified mechanical | 504.0K | $59.7M | 0.1% | +0.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 473.7K | $56.1M | 0.1% | -3.8% |
| Modern Wealth Management, LLC | Wealth advisor | 411.8K | $48.9M | 0.8% | +11921.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 399.9K | $47.4M | 0.0% | +27.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 375.7K | $44.5M | 0.0% | -1.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 374.7K | $43.7M | 0.0% | +11.3% |
| REGIONS FINANCIAL CORP | Other | 367.3K | $43.5M | 0.3% | -4.0% |
| World Investment Advisors | Wealth advisor | 342.8K | $40.6M | 0.7% | +14.0% |
| JPMORGAN CHASE & CO | Bank broker | 327.7K | $38.0M | 0.0% | +2.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 302.8K | $35.9M | 0.0% | -1.0% |
| Focus Partners Wealth | Wealth advisor | 300.3K | $35.6M | 0.0% | +1.9% |
| Palisades Hudson Asset Management, L.P. | Wealth advisor | 281.6K | $33.4M | 13.0% | -0.9% |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 279.6K | $33.1M | 1.0% | -1.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 277.2K | $32.9M | 0.0% | +76.2% |
| Sharp Wealth Advisory, LLC | Wealth advisor | 272.1K | $32.2M | 15.9% | New |
| BAILARD, INC. | Other | 269.1K | $31.9M | 0.7% | -0.7% |
| Mariner, LLC | Diversified mechanical | 255.2K | $30.2M | 0.0% | +16.4% |
| BANK OF MONTREAL /CAN/ | Bank broker | 253.2K | $30.0M | 0.0% | -0.4% |
| Baird Financial Group, Inc. | Diversified mechanical | 251.9K | $29.8M | 0.0% | -0.5% |
| Cetera Investment Advisers | Wealth advisor | 250.4K | $29.7M | 0.0% | +9.9% |
| Heartwood Wealth Advisors LLC | Wealth advisor | 237.9K | $28.2M | 2.5% | +5.6% |
| AlphaCore Capital LLC | Wealth advisor | 231.9K | $27.5M | 0.7% | -4.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 197.3K | $23.4M | 0.0% | -0.9% |
| GHP Investment Advisors, Inc. | Diversified mechanical | 197.1K | $23.3M | 1.0% | -0.1% |
| Cerity Partners LLC | Diversified mechanical | 196.1K | $23.2M | 0.0% | +0.9% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 190.0K | $22.5M | 0.2% | +8.7% |
| MAI Capital Management | Wealth advisor | 184.9K | $21.9M | 0.1% | 0.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 176.8K | $20.9M | 0.3% | +4.2% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 174.7K | $20.7M | 0.2% | +5.7% |
| Probity Advisors, Inc. | Wealth advisor | 171.4K | $20.3M | 3.2% | -1.0% |
| Creative Planning | Wealth advisor | 168.1K | $19.9M | 0.0% | +10.3% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 166.8K | $19.8M | 0.1% | -7.0% |
| BROWN ADVISORY INC | Diversified mechanical | 152.2K | $18.0M | 0.0% | -17.0% |
| Savant Capital, LLC | Wealth advisor | 143.9K | $17.0M | 0.1% | -3.6% |
| FIFTH THIRD BANCORP | Diversified mechanical | 143.3K | $17.0M | 0.0% | +164.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.