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 |
|---|---|---|---|---|---|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
3,713
shares
|
$521,305
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
3,675
shares
|
$515,970
0.3% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
3,628
shares
|
$509,371
0.94% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
3,530
shares
|
$495,612
0.07% of portfolio
|
Q3 2025
Reduced 23.89%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
3,519
shares
|
$494,067
0.02% of portfolio
|
Q4 2024
Reduced 14.63%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,514
shares
|
$493,365
0.05% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,506
shares
|
$492,242
0.0% of portfolio
|
Q2 2025
Added 15.67%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
3,504
shares
|
$491,961
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
3,500
shares
|
$491,400
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
3,500
shares
|
$491,400
0.03% of portfolio
|
Q2 2025
Reduced 50.79%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
3,496
shares
|
$490,838
0.01% of portfolio
|
Q1 2024
Reduced 3.05%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,492
shares
|
$490,276
0.03% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
3,488
shares
|
$489,715
0.29% of portfolio
|
Q3 2025
Added 31.18%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
3,450
shares
|
$484,380
0.14% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
3,446
shares
|
$483,818
0.06% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
3,379
shares
|
$474,411
0.01% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
3,358
shares
|
$471,463
0.01% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
3,338
shares
|
$468,655
0.02% of portfolio
|
Q2 2025
Reduced 21.94%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
3,314
shares
|
$465,285
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
3,299
shares
|
$463,179
0.18% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
3,282
shares
|
$460,792
0.22% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
3,262
shares
|
$457,984
0.01% of portfolio
|
Q2 2025
Reduced 49.24%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
3,250
shares
|
$456,300
0.04% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
3,158
shares
|
$443,383
0.02% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
3,119
shares
|
$437,907
0.03% of portfolio
|
Q4 2024
Reduced 0.06%
|