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 817 institutions that hold shares in the stock, with a total of 28.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
15,964
shares
|
$2.02 Million
1.61% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
15,953
shares
|
$2.02 Million
3.04% of portfolio
|
Q4 2023
Reduced 4.05%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
15,903
shares
|
$2.02 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
15,746
shares
|
$2 Million
1.48% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
15,693
shares
|
$1.99 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
15,594
shares
|
$1.98 Million
0.17% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
15,409
shares
|
$1.95 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
15,300
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Added 24.23%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
14,817
shares
|
$1.88 Million
0.02% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
14,700
shares
|
$1.86 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
14,555
shares
|
$1.84 Million
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
14,384
shares
|
$1.82 Million
0.58% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
14,273
shares
|
$1.81 Million
0.3% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
14,106
shares
|
$1.79 Million
0.85% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
14,103
shares
|
$1.79 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
13,983
shares
|
$1.77 Million
0.96% of portfolio
|
Q2 2023
Added 0.84%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
13,694
shares
|
$1.74 Million
0.27% of portfolio
|
Q4 2024
Added 15.13%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
13,665
shares
|
$1.73 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
13,664
shares
|
$1.73 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
13,560
shares
|
$1.72 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.11%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
13,557
shares
|
$1.72 Million
0.01% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
13,512
shares
|
$1.71 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
13,426
shares
|
$1.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
13,393
shares
|
$1.7 Million
0.75% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
12,817
shares
|
$1.62 Million
0.06% of portfolio
|
Q4 2024
Added 0.53%
|