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 757 institutions that hold shares in the stock, with a total of 30.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
5,265
shares
|
$779,535
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
5,261
shares
|
$778,943
0.39% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,260
shares
|
$778,795
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
5,228
shares
|
$774,057
0.12% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 31, 2024 Q3 2024 |
5,074
shares
|
$751,256
0.42% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
5,058
shares
|
$748,887
0.02% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
5,012
shares
|
$742,076
0.01% of portfolio
|
Q3 2024
Reduced 17.92%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
5,000
shares
|
$740,300
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
4,999
shares
|
$740,151
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
4,964
shares
|
$734,969
0.02% of portfolio
|
Q1 2023
Reduced 11.58%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
4,955
shares
|
$733,637
0.28% of portfolio
|
Q4 2023
Added 105.86%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
4,901
shares
|
$725,642
0.03% of portfolio
|
Q3 2023
Reduced 0.61%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
4,838
shares
|
$716,314
0.25% of portfolio
|
Q3 2023
Reduced 3.2%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
4,811
shares
|
$712,316
0.1% of portfolio
|
Q4 2023
Added 7.65%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,805
shares
|
$711,428
0.22% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
4,771
shares
|
$706,394
0.06% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,766
shares
|
$705,653
0.01% of portfolio
|
Q3 2024
Added 58.34%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
4,765
shares
|
$705,505
0.15% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
4,744
shares
|
$702,396
0.18% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
4,741
shares
|
$701,952
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,718
shares
|
$698,547
0.11% of portfolio
|
Q3 2023
Reduced 8.92%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
4,714
shares
|
$697,954
0.22% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,708
shares
|
$697,066
0.07% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
4,659
shares
|
$689,811
0.02% of portfolio
|
Q3 2024
Reduced 26.23%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,630
shares
|
$685,517
0.04% of portfolio
|
Q3 2024
Reduced 76.79%
|