Institutional Ownership Ishares S&P Small Cap 600 Grow (IJT)
This table provides information about the institutional ownership of Ishares S&P Small Cap 600 Grow (IJT). We have compiled data on the 771 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
4,354,688
shares
|
$613 Million
4.66% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,197,460
shares
|
$450 Million
0.03% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,865,950
shares
|
$263 Million
0.02% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,155,031
shares
|
$163 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,135,186
shares
|
$160 Million
0.04% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,019,800
shares
|
$144 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
863,752
shares
|
$122 Million
0.06% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
597,339
shares
|
$84.1 Million
0.07% of portfolio
|
Q3 2024
Added 28.81%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
491,108
shares
|
$69.2 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
490,977
shares
|
$69.1 Million
0.02% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
403,693
shares
|
$56.9 Million
0.09% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
381,829
shares
|
$53.8 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
372,836
shares
|
$52.5 Million
0.01% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
345,481
shares
|
$48.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
343,094
shares
|
$48.3 Million
1.63% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
329,721
shares
|
$46.4 Million
0.07% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
303,753
shares
|
$42.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
278,281
shares
|
$39.2 Million
0.09% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
239,852
shares
|
$33.8 Million
2.86% of portfolio
|
Q4 2024
Added 25.29%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
231,691
shares
|
$32.6 Million
3.87% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
199,976
shares
|
$28.2 Million
1.95% of portfolio
|
Q3 2022
Reduced 0.54%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
196,221
shares
|
$27.6 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
194,963
shares
|
$27.5 Million
0.29% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
194,946
shares
|
$27.5 Million
0.08% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
193,020
shares
|
$27.2 Million
2.38% of portfolio
|
Q3 2024
Reduced 3.5%
|