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 759 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 $4.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
3,450
shares
|
$514,912
0.14% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,448
shares
|
$514,614
0.03% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
3,446
shares
|
$514,315
0.07% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
3,437
shares
|
$512,972
0.28% of portfolio
|
Q3 2024
Reduced 27.14%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
3,354
shares
|
$500,584
0.29% of portfolio
|
Q3 2024
Added 11.65%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
3,331
shares
|
$497,151
0.01% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
3,325
shares
|
$496,256
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
3,320
shares
|
$495,510
0.17% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
3,293
shares
|
$491,480
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,269
shares
|
$487,898
0.06% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
3,250
shares
|
$485,062
0.04% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,159
shares
|
$471,480
0.03% of portfolio
|
Q1 2024
Added 166.58%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
3,141
shares
|
$468,794
0.01% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
3,126
shares
|
$466,555
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
3,121
shares
|
$465,809
0.04% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,080
shares
|
$459,690
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,078
shares
|
$459,391
0.06% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
3,077
shares
|
$459,242
0.13% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,075
shares
|
$458,943
0.04% of portfolio
|
Q4 2023
Reduced 7.49%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
3,050
shares
|
$455,212
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
3,049
shares
|
$455,063
0.2% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
3,040
shares
|
$453,720
0.04% of portfolio
|
Q2 2023
Reduced 11.5%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
3,014
shares
|
$449,839
0.03% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
2,973
shares
|
$443,720
0.2% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
2,954
shares
|
$440,884
0.01% of portfolio
|
Q1 2021
Reduced 2.28%
|