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 $3.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
10,256
shares
|
$1.43 Million
0.11% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
10,241
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
10,230
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
10,191
shares
|
$1.42 Million
0.07% of portfolio
|
Q4 2024
Added 15.5%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
10,156
shares
|
$1.42 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
|
$1.38 Million
0.05% of portfolio
|
Q4 2024
Added 17.92%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,901
shares
|
$1.38 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
|
$1.38 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
9,788
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
9,488
shares
|
$1.32 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
9,406
shares
|
$1.31 Million
1.16% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
9,372
shares
|
$1.31 Million
0.26% of portfolio
|
Q2 2023
Reduced 0.19%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
9,343
shares
|
$1.3 Million
0.6% of portfolio
|
Q3 2024
Added 22.52%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
9,280
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
9,130
shares
|
$1.27 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
9,104
shares
|
$1.27 Million
0.38% of portfolio
|
Q2 2022
Added 2.42%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,076
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
9,042
shares
|
$1.26 Million
0.17% of portfolio
|
Q4 2024
Added 36.15%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
8,941
shares
|
$1.25 Million
0.03% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
8,898
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
8,860
shares
|
$1.23 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
8,781
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
8,666
shares
|
$1.21 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
8,620
shares
|
$1.2 Million
0.82% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,489
shares
|
$1.18 Million
0.11% of portfolio
|
Q2 2023
Added 0.01%
|