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 792 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 $3.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
11,717
shares
|
$1.52 Million
0.69% of portfolio
|
Q1 2025
Added 47.46%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
11,549
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Sovereign Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
11,437
shares
|
$1.49 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
11,425
shares
|
$1.49 Million
0.04% of portfolio
|
Q1 2025
Added 321.59%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
11,273
shares
|
$1.47 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
11,003
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
10,964
shares
|
$1.43 Million
0.04% of portfolio
|
Q1 2025
Reduced 54.31%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
10,956
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
10,880
shares
|
$1.41 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
10,807
shares
|
$1.4 Million
0.11% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Beaumont Asset Management, L.L.C.
|
May 08, 2025 Q1 2025 |
10,539
shares
|
$1.37 Million
0.81% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
10,498
shares
|
$1.36 Million
0.65% of portfolio
|
Q1 2025
Reduced 26.45%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
10,427
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
10,400
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
10,383
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
10,230
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
10,203
shares
|
$1.33 Million
0.07% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
10,142
shares
|
$1.32 Million
0.05% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
10,072
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
10,058
shares
|
$1.31 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,901
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2022
Reduced 1.49%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
9,862
shares
|
$1.28 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
9,795
shares
|
$1.27 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
9,726
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.58%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
9,677
shares
|
$1.26 Million
0.14% of portfolio
|
Q1 2025
Added 38.68%
|