IJS Institutional Ownership & Shareholders
ISHARES S&P SMALL-CAP 600 VA (IJS) is currently held by 866 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.61B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of IJS tracked by InsiderSet, reporting ownership valued at approximately $434.64M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $427.01M, representing an estimated loss of -1.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 41% of the total disclosed IJS value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Fmr Llc, and several other long-term asset managers with concentrated positions in ISHARES S&P SMALL-CAP 600 VA (IJS).
This page ranks the largest institutional IJS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
866
Total Reported Value
$4.61B
Largest Holder
Morgan Stanley
Largest Position
$434.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.02% | 3,179,960 | $434,637,299 | $427,005,029 | -$7,632,270 | -1.76% | |
| Bank Of America Corp | 0.03% | 3,174,297 | $433,862,965 | $426,244,601 | -$7,618,364 | -1.76% | |
| Fmr Llc | 0.01% | 1,658,864 | $226,733,604 | $222,752,258 | -$3,981,346 | -1.76% | |
| Wells Fargo & Company/Mn | 0.04% | 1,524,599 | $208,382,157 | $204,723,154 | -$3,659,003 | -1.76% | |
| Ubs Group Ag | 0.02% | 946,480 | $129,364,887 | $127,093,334 | -$2,271,553 | -1.76% | |
| Lpl Financial Llc | 0.03% | 871,179 | $119,072,743 | $116,981,916 | -$2,090,827 | -1.76% | |
| Prime Capital Investment Advisors, Llc | 0.92% | 734,699 | $94,114,903 | $98,655,382 | +$4,540,479 | +4.82% | |
| Modera Wealth Management, Llc | 0.93% | 687,879 | $88,117,291 | $92,368,392 | +$4,251,101 | +4.82% | |
| Envestnet Asset Management Inc | 0.02% | 569,424 | $77,828,836 | $76,462,255 | -$1,366,581 | -1.76% | |
| M&T Bank Corp | 0.22% | 559,450 | $66,266,451 | $75,122,946 | +$8,856,495 | +13.36% | |
| Royal Bank Of Canada | 0.01% | 476,147 | $65,080,000 | $63,937,019 | -$1,142,981 | -1.76% | |
| Pnc Financial Services Group, Inc. | 0.03% | 455,797 | $62,298,311 | $61,204,421 | -$1,093,890 | -1.76% | |
| Ameriprise Financial Inc | 0.01% | 420,919 | $57,903,148 | $56,521,003 | -$1,382,145 | -2.39% | |
| Savant Capital, Llc | 0.17% | 414,318 | $57,601,260 | $55,634,621 | -$1,966,639 | -3.41% | |
| Raymond James Financial Inc | 0.01% | 402,732 | $55,045,411 | $54,078,853 | -$966,558 | -1.76% | |
| Jones Financial Companies Lllp | 0.02% | 377,557 | $51,697,364 | $50,698,354 | -$999,010 | -1.93% | |
| Commonwealth Equity Services, Llc | 0.07% | 392,673 | $50,301,392 | $52,728,130 | +$2,426,738 | +4.82% | |
| Osaic Holdings, Inc. | 0.06% | 347,351 | $47,502,472 | $46,642,292 | -$860,180 | -1.81% | |
| Jpmorgan Chase & Co | 0.00% | 339,448 | $46,280,491 | $45,581,077 | -$699,414 | -1.51% | |
| Regions Financial Corp | 0.27% | 336,656 | $46,014,142 | $45,206,168 | -$807,974 | -1.76% | |
| World Investment Advisors | 0.67% | 342,539 | $40,573,773 | $45,996,137 | +$5,422,364 | +13.36% | |
| Stifel Financial Corp | 0.03% | 288,193 | $39,390,937 | $38,698,556 | -$692,381 | -1.76% | |
| Focus Partners Wealth | 0.04% | 286,626 | $39,176,183 | $38,488,139 | -$688,044 | -1.76% | |
| Palisades Hudson Asset Management, L.P. | 13.09% | 273,676 | $37,406,000 | $36,749,213 | -$656,787 | -1.76% | |
| Cetera Investment Advisers | 0.03% | 257,840 | $35,241,630 | $34,622,755 | -$618,875 | -1.76% | |
| Baird Financial Group, Inc. | 0.05% | 246,679 | $33,716,085 | $33,124,056 | -$592,029 | -1.76% | |
| Bank Of Montreal | 0.01% | 246,399 | $33,677,815 | $33,086,458 | -$591,357 | -1.76% | |
| Bailard, Inc. | 0.68% | 262,114 | $33,576,836 | $35,196,668 | +$1,619,832 | +4.82% | |
| Exencial Wealth Advisors, Llc | 1.03% | 279,650 | $33,124,560 | $37,551,402 | +$4,426,842 | +13.36% | |
| Heartwood Wealth Advisors Llc | 2.49% | 246,003 | $31,512,984 | $33,033,283 | +$1,520,299 | +4.82% | |
| Cerity Partners Llc | 0.04% | 226,908 | $31,013,373 | $30,469,206 | -$544,167 | -1.75% | |
| Alphacore Capital Llc | 0.56% | 222,345 | $30,390,077 | $29,856,487 | -$533,590 | -1.76% | |
| Mariner, Llc | 0.03% | 203,895 | $27,868,301 | $27,379,021 | -$489,280 | -1.76% | |
| Mai Capital Management | 0.10% | 196,094 | $26,802,264 | $26,331,502 | -$470,762 | -1.76% | |
| Rockefeller Capital Management L.P. | 0.04% | 194,856 | $26,632,930 | $26,165,264 | -$467,666 | -1.76% | |
| Ghp Investment Advisors, Inc. | 0.92% | 193,222 | $24,751,637 | $25,945,850 | +$1,194,213 | +4.82% | |
| Kestra Private Wealth Services, Llc | 0.26% | 188,627 | $24,163,116 | $25,328,834 | +$1,165,718 | +4.82% | |
| Moneta Group Investment Advisors Llc | 0.18% | 175,321 | $23,962,856 | $23,542,104 | -$420,752 | -1.76% | |
| Gfs Advisors, Llc | 2.44% | 9,469 | $23,101,359 | $1,271,497 | -$21,829,862 | -94.50% | |
| United Capital Financial Advisors, Llc | 0.12% | 159,182 | $21,761,123 | $21,374,959 | -$386,164 | -1.77% | |
| Probity Advisors, Inc. | 3.09% | 168,701 | $21,610,649 | $22,653,170 | +$1,042,521 | +4.82% | |
| Creative Planning | 0.01% | 163,931 | $20,999,595 | $22,012,655 | +$1,013,060 | +4.82% | |
| Parallax Volatility Advisers, L.P. | 0.76% | 150,002 | $20,502,273 | $20,142,269 | -$360,004 | -1.76% | |
| Brown Advisory Inc | 0.03% | 146,840 | $20,070,092 | $19,717,675 | -$352,417 | -1.76% | |
| Fifth Third Bancorp | 0.03% | 140,180 | $19,159,868 | $18,823,370 | -$336,498 | -1.76% | |
| Keybank National Association/Oh | 0.06% | 139,128 | $19,016,018 | $18,682,108 | -$333,910 | -1.76% | |
| Goldman Sachs Group Inc | 0.00% | 135,715 | $18,549,545 | $18,223,810 | -$325,735 | -1.76% | |
| Mercer Global Advisors Inc | 0.02% | 129,156 | $17,653,075 | $17,343,068 | -$310,007 | -1.76% | |
| Ellis Investment Partners, Llc | 2.54% | 132,569 | $16,982,102 | $17,801,365 | +$819,263 | +4.82% | |
| Waverly Advisors, Llc | 0.10% | 123,583 | $16,891,286 | $16,594,725 | -$296,561 | -1.76% |
Frequently asked questions about IJS
Who are the largest institutional holders of IJS?
The largest institutional holders of IJS reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Fmr Llc, Wells Fargo & Company/Mn, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported IJS position.
What is IJS institutional ownership?
This page tracks IJS positions reported by institutional investment managers through SEC Form 13F. ISHARES S&P SMALL-CAP 600 VA (IJS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IJS?
InsiderSet currently tracks 866 institutional managers reporting IJS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IJS shareholders.
How much IJS stock do institutions own?
Institutional investment managers disclosed approximately $4.61B in IJS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IJS institutional ownership last updated?
The latest IJS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IJS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IJS position after the reporting date.
Are institutions buying or selling IJS?
Institutional buying and selling can be analyzed by comparing IJS positions across consecutive 13F reporting periods. InsiderSet's IJS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IJS ownership changes.
How has IJS institutional ownership changed over time?
InsiderSet tracks IJS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.