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 |
---|---|---|---|---|---|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
66
shares
|
$7,702
0.0% of portfolio
|
Q4 2024
New holding
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
62
shares
|
$7,236
0.0% of portfolio
|
Q3 2024
Reduced 12.68%
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
61
shares
|
$7,119
0.0% of portfolio
|
Q4 2024
New holding
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
60
shares
|
$7,002
0.0% of portfolio
|
Q4 2024
Added 757.14%
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
54
shares
|
$6,302
0.0% of portfolio
|
Q1 2023
Added 125.0%
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
52
shares
|
$6,068
0.0% of portfolio
|
Q4 2024
Added 766.67%
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
51
shares
|
$5,952
0.0% of portfolio
|
Q4 2024
Added 2.0%
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
50
shares
|
$5,835
0.0% of portfolio
|
Q4 2022
New holding
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
50
shares
|
$5,835
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
48
shares
|
$5,602
0.0% of portfolio
|
Q2 2024
Reduced 47.83%
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
46
shares
|
$5,368
0.01% of portfolio
|
Q3 2022
Reduced 10.87%
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
40
shares
|
$4,668
0.0% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
38
shares
|
$4,434
0.0% of portfolio
|
Q1 2025
Added 850.0%
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
38
shares
|
$4,434
0.0% of portfolio
|
Q3 2024
Added 58.33%
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
32
shares
|
$3,734
0.0% of portfolio
|
Q4 2024
Reduced 99.98%
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
30
shares
|
$3,501
0.0% of portfolio
|
Q2 2023
Reduced 16.67%
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
28
shares
|
$3,267
0.0% of portfolio
|
Q1 2023
Reduced 86.54%
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
25
shares
|
$2,917
0.0% of portfolio
|
Q4 2024
New holding
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
24
shares
|
$2,801
0.0% of portfolio
|
Q4 2024
New holding
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
20
shares
|
$2,334
0.0% of portfolio
|
Q1 2023
Reduced 95.24%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
15
shares
|
$1,750
0.0% of portfolio
|
Q1 2025
Reduced 93.75%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
12
shares
|
$1,400
0.0% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
10
shares
|
$1,167
0.0% of portfolio
|
Q3 2023
Reduced 83.33%
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
10
shares
|
$1,167
0.0% of portfolio
|
Q4 2024
New holding
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
9
shares
|
$1,050
0.0% of portfolio
|
Q2 2022
Added 366.67%
|