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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
8,370
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
8,344
shares
|
$1.16 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
8,295
shares
|
$1.16 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
8,274
shares
|
$1.15 Million
0.39% of portfolio
|
Q4 2024
Added 48.81%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
8,264
shares
|
$1.15 Million
0.79% of portfolio
|
Q1 2023
Reduced 1.2%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
8,226
shares
|
$1.15 Million
0.05% of portfolio
|
Q4 2024
Added 295.29%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,206
shares
|
$1.14 Million
0.21% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
8,193
shares
|
$1.14 Million
0.29% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
8,133
shares
|
$1.13 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
8,101
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
8,078
shares
|
$1.13 Million
0.36% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
7,948
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
7,946
shares
|
$1.11 Million
0.49% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,888
shares
|
$1.1 Million
0.06% of portfolio
|
Q4 2023
Reduced 38.63%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
7,766
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Added 90.76%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
7,642
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
7,620
shares
|
$1.06 Million
0.15% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
7,617
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Added 168.3%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,575
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2023
Added 5.87%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
7,549
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 214.8%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
7,468
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
7,467
shares
|
$1.04 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
7,465
shares
|
$1.04 Million
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
7,422
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
7,316
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|