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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
9,610
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Added 87.88%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
9,540
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
9,481
shares
|
$1.23 Million
0.15% of portfolio
|
Q1 2025
Reduced 19.38%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
9,372
shares
|
$1.22 Million
0.26% of portfolio
|
Q2 2023
Reduced 0.19%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
9,357
shares
|
$1.22 Million
0.32% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
9,230
shares
|
$1.2 Million
0.6% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
9,147
shares
|
$1.19 Million
1.09% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
9,104
shares
|
$1.18 Million
0.38% of portfolio
|
Q2 2022
Added 2.42%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
8,771
shares
|
$1.14 Million
0.53% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
8,679
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.4%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
8,675
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Added 34.58%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
8,560
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 24.95%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,489
shares
|
$1.1 Million
0.11% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,483
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
8,462
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Added 90.67%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
8,430
shares
|
$1.1 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
8,427
shares
|
$1.1 Million
0.36% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
8,308
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
8,295
shares
|
$1.08 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
8,264
shares
|
$1.07 Million
0.73% of portfolio
|
Q1 2023
Reduced 1.2%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
8,245
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
8,208
shares
|
$1.07 Million
0.76% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
8,152
shares
|
$1.06 Million
0.04% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
8,127
shares
|
$1.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
8,093
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.2%
|