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 774 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
31,863
shares
|
$4.47 Million
1.91% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
31,855
shares
|
$4.47 Million
3.77% of portfolio
|
Q4 2024
New holding
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
30,438
shares
|
$4.27 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
30,308
shares
|
$4.25 Million
0.52% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
29,706
shares
|
$4.17 Million
0.07% of portfolio
|
Q3 2024
Added 14.59%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
28,886
shares
|
$4.05 Million
1.88% of portfolio
|
Q3 2024
Added 241.04%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
28,554
shares
|
$4.01 Million
0.82% of portfolio
|
Q4 2024
Reduced 16.91%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
28,194
shares
|
$3.96 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
27,975
shares
|
$3.93 Million
0.01% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
27,700
shares
|
$3.89 Million
1.25% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
27,366
shares
|
$3.84 Million
0.06% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
27,284
shares
|
$3.83 Million
0.47% of portfolio
|
Q2 2024
New holding
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
27,264
shares
|
$3.83 Million
0.26% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
27,253
shares
|
$3.82 Million
0.09% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
26,337
shares
|
$3.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
26,174
shares
|
$3.67 Million
0.34% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
25,915
shares
|
$3.64 Million
0.21% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
25,784
shares
|
$3.62 Million
1.15% of portfolio
|
Q1 2024
Reduced 5.46%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
25,439
shares
|
$3.57 Million
0.79% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
25,348
shares
|
$3.56 Million
0.54% of portfolio
|
Q1 2023
Reduced 6.34%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
25,223
shares
|
$3.54 Million
2.08% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
25,146
shares
|
$3.53 Million
0.72% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
24,758
shares
|
$3.47 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
23,995
shares
|
$3.37 Million
0.11% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
23,779
shares
|
$3.34 Million
0.54% of portfolio
|
Q3 2024
Added 1.73%
|