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 792 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
191,734
shares
|
$24.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,589
shares
|
$24.6 Million
0.04% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
186,965
shares
|
$24.3 Million
4.34% of portfolio
|
Q1 2025
Added 14.68%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
173,877
shares
|
$22.6 Million
0.13% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
173,692
shares
|
$22.6 Million
0.05% of portfolio
|
Q3 2023
Reduced 3.72%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
166,044
shares
|
$21.6 Million
2.49% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
161,730
shares
|
$21 Million
0.98% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
160,256
shares
|
$20.8 Million
0.02% of portfolio
|
Q1 2025
Added 87.12%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
158,687
shares
|
$20.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
158,393
shares
|
$20.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.16%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
155,439
shares
|
$20.2 Million
2.4% of portfolio
|
Q1 2025
Reduced 32.91%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
147,766
shares
|
$19.2 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
147,582
shares
|
$19.2 Million
0.01% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
147,249
shares
|
$19.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
129,625
shares
|
$16.8 Million
0.37% of portfolio
|
Q3 2022
Added 364.41%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
125,601
shares
|
$16.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.77%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
125,582
shares
|
$16.3 Million
0.32% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
123,018
shares
|
$16 Million
0.03% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
117,936
shares
|
$15.3 Million
5.51% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
113,259
shares
|
$14.7 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
110,713
shares
|
$14.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
102,808
shares
|
$13.4 Million
2.55% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
101,844
shares
|
$13.2 Million
1.71% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
101,179
shares
|
$13.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
99,240
shares
|
$12.9 Million
2.06% of portfolio
|
Q1 2025
Added 4.85%
|