ISHARES S&P SMALL-CAP 600 VA (IJS) Institutional Shareholders
ISHARES S&P SMALL-CAP 600 VA (IJS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.91B in IJS holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of IJS tracked by InsiderSet, reporting ownership valued at approximately $380.25M in its March 31, 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 $436.46M, representing an estimated gain of +14.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 40% of the total disclosed IJS value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Sherman Porfolios, 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
856
Total Reported Value
$4.91B
Largest Holder
Morgan Stanley
Largest Position
$380.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
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% | 3,210,240 | $380,253,058 | $436,464,230 | +$56,211,172 | +14.78% | |
| Bank Of America Corp | 0.03% | 3,148,988 | $372,997,595 | $428,136,408 | +$55,138,813 | +14.78% | |
| Sherman Porfolios, Llc | 17.63% | 1,940,467 | $229,848,316 | $263,825,893 | +$33,977,577 | +14.78% | |
| Fmr Llc | 0.01% | 1,632,259 | $193,341,131 | $221,921,934 | +$28,580,803 | +14.78% | |
| Pinkerton Wealth, Llc | 16.07% | 1,579,899 | $187,139,037 | $214,803,068 | +$27,664,031 | +14.78% | |
| Wells Fargo & Company/Mn | 0.03% | 1,432,802 | $169,715,420 | $194,803,760 | +$25,088,340 | +14.78% | |
| Ubs Group Ag | 0.02% | 1,092,944 | $129,459,217 | $148,596,666 | +$19,137,449 | +14.78% | |
| Usa Financial Formulas | 20.72% | 927,820 | $109,900,279 | $126,146,407 | +$16,246,128 | +14.78% | |
| Lpl Financial Llc | 0.03% | 869,840 | $103,032,507 | $118,263,446 | +$15,230,939 | +14.78% | |
| Ameriprise Financial Inc | 0.02% | 846,373 | $100,267,203 | $115,072,873 | +$14,805,670 | +14.77% | |
| Modera Wealth Management, Llc | 1.02% | 697,547 | $95,340,781 | $94,838,490 | -$502,291 | -0.53% | |
| Prime Capital Investment Advisors, Llc | 1.06% | 775,003 | $91,799,163 | $105,369,408 | +$13,570,245 | +14.78% | |
| Envestnet Asset Management Inc | 0.02% | 569,424 | $77,828,836 | $77,418,887 | -$409,949 | -0.53% | |
| M&T Bank Corp | 0.22% | 551,477 | $65,322,451 | $74,978,813 | +$9,656,362 | +14.78% | |
| Royal Bank Of Canada | 0.01% | 550,910 | $65,254,000 | $74,901,724 | +$9,647,724 | +14.78% | |
| Commonwealth Equity Services, Llc | 0.08% | 465,878 | $63,676,185 | $63,340,773 | -$335,412 | -0.53% | |
| Hightower Advisors, Llc | 0.06% | 503,966 | $59,695,295 | $68,519,217 | +$8,823,922 | +14.78% | |
| Pnc Financial Services Group, Inc. | 0.04% | 476,994 | $56,499,972 | $64,852,104 | +$8,352,132 | +14.78% | |
| Modern Wealth Management, Llc | 0.84% | 411,838 | $48,872,828 | $55,993,494 | +$7,120,666 | +14.57% | |
| Raymond James Financial Inc | 0.01% | 399,861 | $47,363,550 | $54,365,102 | +$7,001,552 | +14.78% | |
| Northwestern Mutual Wealth Management Co | 0.03% | 375,660 | $44,496,849 | $51,074,734 | +$6,577,885 | +14.78% | |
| Jones Financial Companies Lllp | 0.02% | 374,664 | $43,676,187 | $50,939,317 | +$7,263,130 | +16.63% | |
| Regions Financial Corp | 0.28% | 367,261 | $43,502,066 | $49,932,806 | +$6,430,740 | +14.78% | |
| Atlasmark Financial, Inc | 2.20% | 405,515 | $41,559,750 | $55,133,819 | +$13,574,069 | +32.66% | |
| World Investment Advisors | 0.65% | 342,789 | $40,603,386 | $46,605,592 | +$6,002,206 | +14.78% | |
| Bailard, Inc. | 0.74% | 265,163 | $36,242,479 | $36,051,561 | -$190,918 | -0.53% | |
| Stifel Financial Corp | 0.03% | 302,770 | $35,864,269 | $41,164,609 | +$5,300,340 | +14.78% | |
| Focus Partners Wealth | 0.04% | 300,334 | $35,574,652 | $40,833,411 | +$5,258,759 | +14.78% | |
| Heartwood Wealth Advisors Llc | 2.62% | 246,437 | $33,683,009 | $33,505,575 | -$177,434 | -0.53% | |
| Exencial Wealth Advisors, Llc | 1.03% | 279,650 | $33,124,560 | $38,021,214 | +$4,896,654 | +14.78% | |
| Osaic Holdings, Inc. | 0.05% | 277,235 | $32,859,012 | $37,692,871 | +$4,833,859 | +14.71% | |
| Mariner, Llc | 0.04% | 255,162 | $30,220,693 | $34,691,826 | +$4,471,133 | +14.79% | |
| Bank Of Montreal | 0.01% | 253,249 | $29,997,343 | $34,431,734 | +$4,434,391 | +14.78% | |
| Baird Financial Group, Inc. | 0.05% | 251,891 | $29,836,488 | $34,247,100 | +$4,410,612 | +14.78% | |
| Cetera Investment Advisers | 0.03% | 250,385 | $29,658,107 | $34,042,345 | +$4,384,238 | +14.78% | |
| Financial Advisors Network, Inc. | 1.95% | 244,499 | $28,360,085 | $33,242,084 | +$4,881,999 | +17.21% | |
| Alphacore Capital Llc | 0.65% | 231,885 | $27,466,795 | $31,527,085 | +$4,060,290 | +14.78% | |
| Ghp Investment Advisors, Inc. | 0.98% | 194,925 | $26,642,245 | $26,502,003 | -$140,242 | -0.53% | |
| Concurrent Investment Advisors, Llc | 0.22% | 188,438 | $25,755,641 | $25,620,030 | -$135,611 | -0.53% | |
| Kestra Private Wealth Services, Llc | 0.27% | 182,126 | $24,892,995 | $24,761,851 | -$131,144 | -0.53% | |
| Rockefeller Capital Management L.P. | 0.04% | 197,334 | $23,374,285 | $26,829,531 | +$3,455,246 | +14.78% | |
| Cerity Partners Llc | 0.03% | 196,117 | $23,229,619 | $26,664,067 | +$3,434,448 | +14.78% | |
| Probity Advisors, Inc. | 3.31% | 169,228 | $23,130,089 | $23,008,239 | -$121,850 | -0.53% | |
| Vestmark Advisory Solutions, Inc. | 0.25% | 189,997 | $22,505,249 | $25,831,992 | +$3,326,743 | +14.78% | |
| Mai Capital Management | 0.12% | 184,883 | $21,899,428 | $25,136,693 | +$3,237,265 | +14.78% | |
| Moneta Group Investment Advisors Llc | 0.16% | 174,677 | $20,690,512 | $23,749,085 | +$3,058,573 | +14.78% | |
| Creative Planning | 0.01% | 168,133 | $19,915,402 | $22,859,363 | +$2,943,961 | +14.78% | |
| United Capital Financial Advisors, Llc | 0.12% | 166,774 | $19,753,149 | $22,674,593 | +$2,921,444 | +14.79% | |
| Keybank National Association/Oh | 0.06% | 139,128 | $19,016,018 | $18,915,843 | -$100,175 | -0.53% | |
| Brown Advisory Inc | 0.03% | 152,151 | $18,022,285 | $20,686,450 | +$2,664,165 | +14.78% |
Frequently asked questions about IJS
Who owns the most IJS stock?
The largest holders of IJS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES S&P SMALL-CAP 600 VA (IJS).
Is IJS widely held by superinvestors?
Many widely followed stocks like IJS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IJS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.