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 801 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 $3.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
11,893
shares
|
$1.44 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
11,797
shares
|
$1.43 Million
0.8% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
11,760
shares
|
$1.42 Million
0.21% of portfolio
|
Q4 2024
Added 22.58%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
11,717
shares
|
$1.42 Million
0.69% of portfolio
|
Q1 2025
Added 47.46%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
11,649
shares
|
$1.41 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Investment Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
11,541
shares
|
$1.4 Million
0.49% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
11,498
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
11,452
shares
|
$1.39 Million
0.03% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
11,425
shares
|
$1.38 Million
0.04% of portfolio
|
Q1 2025
Added 321.59%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
11,406
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
11,273
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
11,174
shares
|
$1.35 Million
1.1% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
11,172
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
10,964
shares
|
$1.33 Million
0.04% of portfolio
|
Q1 2025
Reduced 54.31%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
10,880
shares
|
$1.32 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 28, 2025 Q4 2024 |
10,511
shares
|
$1.27 Million
0.85% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
10,400
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
10,256
shares
|
$1.24 Million
0.11% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
10,241
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
10,230
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
10,191
shares
|
$1.23 Million
0.07% of portfolio
|
Q4 2024
Added 15.5%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
10,156
shares
|
$1.23 Million
0.09% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
9,902
shares
|
$1.2 Million
0.05% of portfolio
|
Q4 2024
Added 17.92%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,901
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2022
Reduced 1.49%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
9,887
shares
|
$1.2 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.47%
|