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 |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
4,769
shares
|
$669,567
0.18% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,766
shares
|
$669,146
0.01% of portfolio
|
Q3 2024
Added 58.34%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,745
shares
|
$666,198
0.03% of portfolio
|
Q2 2025
Reduced 38.19%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
4,718
shares
|
$662,407
0.08% of portfolio
|
Q3 2023
Reduced 8.92%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
4,713
shares
|
$661,705
0.02% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
4,696
shares
|
$659,318
0.32% of portfolio
|
Q2 2025
Added 96.4%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
4,622
shares
|
$648,928
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
4,590
shares
|
$644,436
0.19% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Aug 06, 2025 Q2 2025 |
4,583
shares
|
$643,453
0.43% of portfolio
|
Q2 2025
Reduced 24.25%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
4,556
shares
|
$639,662
0.13% of portfolio
|
Q2 2025
Reduced 16.51%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
4,546
shares
|
$638,258
0.02% of portfolio
|
Q2 2025
Reduced 56.22%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,471
shares
|
$627,728
0.01% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Oct 06, 2025 Q3 2025 |
4,464
shares
|
$626,745
0.47% of portfolio
|
Q1 2025
Added 52.25%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,440
shares
|
$623,376
0.0% of portfolio
|
Q2 2025
Reduced 47.53%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
4,422
shares
|
$620,848
0.19% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
4,414
shares
|
$619,725
0.02% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
4,410
shares
|
$619,164
0.28% of portfolio
|
Q2 2025
Reduced 27.22%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
4,380
shares
|
$614,952
0.05% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,374
shares
|
$614,109
0.47% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Rovin Capital
|
Oct 17, 2025 Q3 2025 |
4,364
shares
|
$612,705
0.18% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
4,354
shares
|
$611,301
0.04% of portfolio
|
Q4 2023
Reduced 8.41%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,354
shares
|
$611,301
0.0% of portfolio
|
Q2 2025
Added 57.81%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
4,330
shares
|
$607,932
0.06% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Paragon Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
4,327
shares
|
$607,510
0.17% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
4,275
shares
|
$600,210
0.1% of portfolio
|
Q2 2025
Reduced 1.68%
|