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 |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
31,357
shares
|
$4.4 Million
0.06% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
31,353
shares
|
$4.4 Million
1.12% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
30,258
shares
|
$4.25 Million
0.43% of portfolio
|
Q2 2025
Added 26.31%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 22, 2025 Q3 2025 |
30,063
shares
|
$4.22 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
29,901
shares
|
$4.2 Million
0.52% of portfolio
|
Q3 2025
Added 23.82%
|
|
|
Ltg Capital LLC
|
Aug 05, 2025 Q2 2025 |
29,714
shares
|
$4.17 Million
3.63% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
29,586
shares
|
$4.15 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
29,310
shares
|
$4.12 Million
1.22% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
29,035
shares
|
$4.08 Million
0.1% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
28,934
shares
|
$4.06 Million
1.21% of portfolio
|
Q2 2025
Reduced 18.76%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
28,618
shares
|
$4.02 Million
0.67% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
28,606
shares
|
$4.02 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Oct 24, 2025 Q3 2025 |
28,339
shares
|
$3.98 Million
1.22% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
28,163
shares
|
$3.95 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
27,804
shares
|
$3.9 Million
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
27,764
shares
|
$3.9 Million
0.86% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
27,364
shares
|
$3.84 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.64%
|
|
|
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
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
26,757
shares
|
$3.76 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
26,198
shares
|
$3.68 Million
0.01% of portfolio
|
Q2 2025
Added 55.63%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
25,910
shares
|
$3.64 Million
0.04% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
25,784
shares
|
$3.62 Million
1.1% of portfolio
|
Q1 2024
Reduced 5.46%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
25,491
shares
|
$3.58 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.8%
|
|
|
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%
|