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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,269
shares
|
$599,367
0.01% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
4,196
shares
|
$589,118
0.03% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
4,153
shares
|
$583,081
0.08% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
4,128
shares
|
$579,571
0.33% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,106
shares
|
$576,482
0.02% of portfolio
|
Q2 2020
Added 1828.6%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
4,097
shares
|
$575,218
0.04% of portfolio
|
Q2 2025
Added 95.37%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,091
shares
|
$574,376
0.03% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
4,086
shares
|
$573,674
0.04% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
4,081
shares
|
$572,972
0.13% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
4,078
shares
|
$572,551
0.28% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
4,009
shares
|
$562,863
0.02% of portfolio
|
Q4 2024
Reduced 34.21%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
3,964
shares
|
$556,545
0.04% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
3,962
shares
|
$556,264
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
3,947
shares
|
$554,158
0.01% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
3,938
shares
|
$552,895
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,925
shares
|
$551,070
0.36% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
3,902
shares
|
$547,840
0.02% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
3,894
shares
|
$546,717
0.05% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
3,868
shares
|
$543,067
0.31% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
3,833
shares
|
$538,153
0.04% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
3,819
shares
|
$536,187
0.01% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
3,811
shares
|
$535,064
0.03% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
3,774
shares
|
$529,869
0.01% of portfolio
|
Q2 2025
Reduced 95.43%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
3,755
shares
|
$527,202
0.1% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
3,735
shares
|
$524,394
0.03% of portfolio
|
Q3 2025
Reduced 1.56%
|