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 815 institutions that hold shares in the stock, with a total of 27.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
5,557
shares
|
$744,137
0.02% of portfolio
|
Q2 2025
Reduced 45.21%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
5,515
shares
|
$738,513
0.43% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
5,512
shares
|
$738,111
0.22% of portfolio
|
Q2 2025
Added 79.66%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
5,498
shares
|
$736,237
0.38% of portfolio
|
Q2 2025
Added 9.77%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
5,493
shares
|
$735,567
0.01% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
5,412
shares
|
$724,720
0.01% of portfolio
|
Q2 2025
Added 49.3%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
5,368
shares
|
$718,828
0.02% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
5,322
shares
|
$712,669
0.32% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
5,316
shares
|
$711,865
0.2% of portfolio
|
Q2 2025
Added 29.88%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
5,313
shares
|
$711,463
0.0% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
5,305
shares
|
$710,392
0.01% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
5,303
shares
|
$710,124
0.42% of portfolio
|
Q2 2025
Reduced 70.41%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
5,281
shares
|
$707,178
0.01% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,248
shares
|
$702,759
0.01% of portfolio
|
Q2 2025
Added 21.4%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
5,227
shares
|
$699,947
0.01% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
5,171
shares
|
$692,448
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
5,157
shares
|
$690,573
0.05% of portfolio
|
Q2 2025
Reduced 80.25%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
5,138
shares
|
$688,029
0.11% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
5,131
shares
|
$687,092
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
5,084
shares
|
$680,798
0.14% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,083
shares
|
$680,664
0.07% of portfolio
|
Q2 2025
Reduced 47.47%
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
5,038
shares
|
$674,638
0.39% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
5,000
shares
|
$669,550
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
4,955
shares
|
$663,524
0.28% of portfolio
|
Q4 2023
Added 105.86%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
4,936
shares
|
$660,979
0.05% of portfolio
|
Q2 2025
Reduced 2.72%
|