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 810 institutions that hold shares in the stock, with a total of 28.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,263
shares
|
$614,244
0.14% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
5,242
shares
|
$611,793
0.41% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
5,165
shares
|
$602,807
0.01% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
5,163
shares
|
$602,573
0.03% of portfolio
|
Q4 2024
Reduced 30.99%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
5,138
shares
|
$599,655
0.11% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
5,074
shares
|
$592,186
0.42% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
5,015
shares
|
$585,300
0.48% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
5,000
shares
|
$583,550
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
4,996
shares
|
$583,083
0.02% of portfolio
|
Q4 2024
Added 41.49%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,991
shares
|
$582,499
0.07% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,972
shares
|
$580,282
0.02% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
4,964
shares
|
$579,348
0.02% of portfolio
|
Q1 2023
Reduced 11.58%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
4,955
shares
|
$578,298
0.28% of portfolio
|
Q4 2023
Added 105.86%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
4,901
shares
|
$571,995
0.02% of portfolio
|
Q3 2023
Reduced 0.61%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
4,838
shares
|
$564,642
0.24% of portfolio
|
Q3 2023
Reduced 3.2%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,766
shares
|
$556,239
0.01% of portfolio
|
Q3 2024
Added 58.34%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
4,760
shares
|
$555,539
0.06% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
4,741
shares
|
$553,322
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
4,728
shares
|
$551,804
0.22% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
4,718
shares
|
$550,637
0.11% of portfolio
|
Q3 2023
Reduced 8.92%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
4,714
shares
|
$550,170
0.22% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
4,675
shares
|
$545,619
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
4,622
shares
|
$539,433
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
4,617
shares
|
$538,850
0.33% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
4,613
shares
|
$538,383
0.01% of portfolio
|
Q4 2024
Reduced 0.09%
|