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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,263
shares
|
$733,451
0.14% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
5,190
shares
|
$723,278
0.48% of portfolio
|
Q4 2024
Added 16.32%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
5,168
shares
|
$720,212
0.12% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
5,165
shares
|
$719,794
0.01% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
5,163
shares
|
$719,515
0.03% of portfolio
|
Q4 2024
Reduced 30.99%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
5,115
shares
|
$712,826
0.01% of portfolio
|
Q4 2024
Added 194.13%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
5,074
shares
|
$707,112
0.42% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
5,015
shares
|
$698,890
0.48% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
5,000
shares
|
$696,800
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,991
shares
|
$695,545
0.07% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,972
shares
|
$692,897
0.02% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
4,964
shares
|
$691,783
0.02% of portfolio
|
Q1 2023
Reduced 11.58%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
4,955
shares
|
$690,528
0.28% of portfolio
|
Q4 2023
Added 105.86%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
4,901
shares
|
$683,003
0.02% of portfolio
|
Q3 2023
Reduced 0.61%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
4,838
shares
|
$674,223
0.24% of portfolio
|
Q3 2023
Reduced 3.2%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
4,811
shares
|
$670,460
0.09% of portfolio
|
Q4 2023
Added 7.65%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,766
shares
|
$664,189
0.01% of portfolio
|
Q3 2024
Added 58.34%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
4,760
shares
|
$663,353
0.06% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
4,744
shares
|
$661,123
0.15% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
4,741
shares
|
$660,705
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
4,728
shares
|
$658,894
0.22% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
4,718
shares
|
$657,500
0.11% of portfolio
|
Q3 2023
Reduced 8.92%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
4,714
shares
|
$656,943
0.22% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
4,675
shares
|
$651,508
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
4,622
shares
|
$644,121
0.02% of portfolio
|
Q4 2021
New holding
|