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 812 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
11,803
shares
|
$1.58 Million
0.81% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
11,731
shares
|
$1.57 Million
0.03% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Sovereign Investment Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
11,590
shares
|
$1.55 Million
0.47% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
11,017
shares
|
$1.48 Million
0.05% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
11,007
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
10,962
shares
|
$1.47 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
10,956
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
10,880
shares
|
$1.46 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
10,680
shares
|
$1.43 Million
0.44% of portfolio
|
Q2 2025
Added 26.74%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
10,652
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
10,641
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
10,616
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
10,543
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Added 38.41%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
10,508
shares
|
$1.41 Million
0.07% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
10,498
shares
|
$1.41 Million
0.65% of portfolio
|
Q1 2025
Reduced 26.45%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
10,481
shares
|
$1.4 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
10,381
shares
|
$1.39 Million
0.38% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
10,291
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
10,230
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
10,072
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
9,994
shares
|
$1.34 Million
0.03% of portfolio
|
Q2 2025
Added 25.21%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,901
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2022
Reduced 1.49%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
9,887
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
9,726
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.58%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
9,607
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.78%
|