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 |
|---|---|---|---|---|---|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
31,374
shares
|
$4.08 Million
0.78% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
31,042
shares
|
$4.04 Million
3.86% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
31,005
shares
|
$4.03 Million
0.04% of portfolio
|
Q1 2025
Reduced 14.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
30,638
shares
|
$3.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
29,978
shares
|
$3.9 Million
0.18% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
29,913
shares
|
$3.89 Million
0.06% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
29,625
shares
|
$3.85 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
29,360
shares
|
$3.82 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
28,403
shares
|
$3.69 Million
0.23% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
27,720
shares
|
$3.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
27,700
shares
|
$3.6 Million
1.19% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
27,443
shares
|
$3.57 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
27,284
shares
|
$3.55 Million
0.47% of portfolio
|
Q2 2024
New holding
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
26,985
shares
|
$3.51 Million
0.76% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
26,828
shares
|
$3.49 Million
0.05% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
26,118
shares
|
$3.4 Million
0.25% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
26,083
shares
|
$3.39 Million
0.06% of portfolio
|
Q1 2025
Added 42.13%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
25,784
shares
|
$3.35 Million
1.08% of portfolio
|
Q1 2024
Reduced 5.46%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
25,439
shares
|
$3.31 Million
0.79% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
25,348
shares
|
$3.29 Million
0.54% of portfolio
|
Q1 2023
Reduced 6.34%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
24,847
shares
|
$3.23 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
24,791
shares
|
$3.22 Million
1.87% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
24,419
shares
|
$3.17 Million
0.04% of portfolio
|
Q1 2025
Added 18.56%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
24,127
shares
|
$3.14 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
23,956
shares
|
$3.11 Million
0.32% of portfolio
|
Q1 2025
New holding
|