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 821 institutions that hold shares in the stock, with a total of 27.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
5,478
shares
|
$769,111
0.12% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
5,445
shares
|
$764,478
0.12% of portfolio
|
Q3 2025
Reduced 20.68%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
5,418
shares
|
$760,687
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
5,368
shares
|
$753,667
0.02% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
5,322
shares
|
$747,208
0.32% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
5,316
shares
|
$746,366
0.2% of portfolio
|
Q2 2025
Added 29.88%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
5,313
shares
|
$745,945
0.02% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
5,305
shares
|
$744,822
0.01% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
5,303
shares
|
$744,541
0.42% of portfolio
|
Q2 2025
Reduced 70.41%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
5,281
shares
|
$741,452
0.01% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,248
shares
|
$736,819
0.01% of portfolio
|
Q2 2025
Added 21.4%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
5,171
shares
|
$726,008
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
5,157
shares
|
$724,042
0.05% of portfolio
|
Q2 2025
Reduced 80.25%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
5,131
shares
|
$720,392
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
5,039
shares
|
$707,475
0.01% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
5,038
shares
|
$707,335
0.39% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
5,000
shares
|
$702,000
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
4,986
shares
|
$700,034
0.13% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
4,955
shares
|
$695,682
0.28% of portfolio
|
Q4 2023
Added 105.86%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
4,936
shares
|
$693,014
0.05% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
4,913
shares
|
$689,785
0.05% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
4,901
shares
|
$688,100
0.02% of portfolio
|
Q3 2023
Reduced 0.61%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
4,857
shares
|
$681,922
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
4,840
shares
|
$679,536
0.0% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
4,798
shares
|
$673,639
0.23% of portfolio
|
Q1 2025
Reduced 0.83%
|