Who Owns Ishares Sp Smcp600Vl Etf (IJS)? -- Institutional Holders (2026-03-31)
892 institutions reported holding $4.75B of Ishares Sp Smcp600Vl Etf (IJS) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($380.3M), BANK OF AMERICA CORP /DE/ ($373.0M), SHERMAN PORFOLIOS, LLC ($229.8M), FMR LLC ($193.3M), WELLS FARGO & COMPANY/MN ($169.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $380.3M | 3.2M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $373.0M | 3.1M | Trimmed |
| 3 | SHERMAN PORFOLIOS, LLC | $229.8M | 1.9M | New |
| 4 | FMR LLC | $193.3M | 1.6M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $169.7M | 1.4M | Added |
| 6 | UBS Group AG | $129.5M | 1.1M | Added |
| 7 | USA FINANCIAL FORMULAS | $109.9M | 927,820 | New |
| 8 | LPL Financial LLC | $103.0M | 869,840 | Trimmed |
| 9 | AMERIPRISE FINANCIAL INC | $100.3M | 846,373 | Added |
| 10 | Prime Capital Investment Advisors, LLC | $91.8M | 775,003 | Trimmed |
| 11 | Modera Wealth Management, LLC | $84.3M | 711,589 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $69.8M | 589,535 | Added |
| 13 | PNC Financial Services Group, Inc. | $65.7M | 554,609 | Trimmed |
| 14 | M&T Bank Corp | $65.3M | 551,477 | Trimmed |
| 15 | Royal Bank of Canada | $65.3M | 550,910 | Added |
| 16 | HighTower Advisors, LLC | $59.7M | 503,966 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $56.1M | 473,681 | Trimmed |
| 18 | Modern Wealth Management, LLC | $48.9M | 411,838 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $47.4M | 399,861 | Added |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $44.5M | 375,660 | Trimmed |
| 21 | JONES FINANCIAL COMPANIES LLLP | $43.7M | 374,664 | Added |
| 22 | REGIONS FINANCIAL CORP | $43.5M | 367,261 | Trimmed |
| 23 | World Investment Advisors | $40.6M | 342,789 | Added |
| 24 | JPMORGAN CHASE & CO | $38.0M | 327,688 | Added |
| 25 | STIFEL FINANCIAL CORP | $35.9M | 302,770 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31