Who owns iShares S&P Small-Cap 600 Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IJS from SEC Form 13F filings across 889 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 889 institutions disclosed 39.0M shares of iShares S&P Small-Cap 600 Value ETF worth $5.25B — about 64.9% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
889
13F holders
$5.25B
value, 2026 filers
64.9%
of shares outstanding (39.0M sh)
105
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IJS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3.2M | $434.6M | 0.0% | 5.3% | -0.9% |
| 2 | BANK OF AMERICA CORP /DE/ | 3.2M | $433.9M | 0.0% | 5.3% | +0.8% |
| 3 | True Freedom Investing, LLC | 1.9M | $225.8M | 17.7% | 3.2% | -1.8% |
| 4 | FMR LLC | 1.7M | $226.7M | 0.0% | 2.8% | +1.6% |
| 5 | PINKERTON WEALTH, LLCNEW | 1.6M | $187.1M | 16.1% | 2.6% | new |
| 6 | WELLS FARGO & COMPANY/MN | 1.5M | $208.4M | 0.0% | 2.5% | +6.4% |
| 7 | UBS Group AG | 946,480 | $129.4M | 0.0% | 1.6% | -13.4% |
| 8 | LPL Financial LLC | 871,179 | $119.1M | 0.0% | 1.5% | +0.2% |
| 9 | Prime Capital Investment Advisors, LLC | 756,315 | $103.4M | 1.0% | 1.3% | -2.4% |
| 10 | Modera Wealth Management, LLC | 697,547 | $95.3M | 1.0% | 1.2% | -2.0% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 569,424 | $77.8M | 0.0% | 0.9% | -3.4% |
| 12 | M&T Bank Corp | 544,152 | $74.4M | 0.2% | 0.9% | -1.3% |
| 13 | PNC Financial Services Group, Inc. | 533,549 | $72.9M | 0.0% | 0.9% | -3.8% |
| 14 | ROYAL BANK OF CANADA | 476,147 | $65.1M | 0.0% | 0.8% | -13.6% |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 465,878 | $63.7M | 0.1% | 0.8% | -1.6% |
| 16 | AMERIPRISE FINANCIAL INC | 420,919 | $57.9M | 0.0% | 0.7% | -50.3% |
| 17 | Savant Capital, LLC | 414,318 | $57.6M | 0.2% | 0.7% | +187.9% |
| 18 | RAYMOND JAMES FINANCIAL INC | 402,732 | $55.0M | 0.0% | 0.7% | +0.7% |
| 19 | HighTower Advisors, LLC | 391,964 | $53.6M | 0.1% | 0.7% | -22.2% |
| 20 | JONES FINANCIAL COMPANIES LLLP | 377,557 | $51.7M | 0.0% | 0.6% | +0.8% |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 366,066 | $50.0M | 0.0% | 0.6% | -2.6% |
| 22 | OSAIC HOLDINGS, INC. | 347,351 | $47.5M | 0.1% | 0.6% | +25.3% |
| 23 | World Investment Advisors | 342,539 | $40.6M | 0.7% | 0.6% | -0.1% |
| 24 | JPMORGAN CHASE & CO | 339,448 | $46.3M | 0.0% | 0.6% | +3.6% |
| 25 | REGIONS FINANCIAL CORP | 336,656 | $46.0M | 0.3% | 0.6% | -8.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.