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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
2,330
shares
|
$347,752
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,326
shares
|
$347,155
0.01% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
2,323
shares
|
$346,707
0.1% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
2,320
shares
|
$346,260
0.1% of portfolio
|
Q1 2024
Reduced 13.11%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
2,319
shares
|
$346,110
0.11% of portfolio
|
Q4 2022
Added 0.65%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
2,309
shares
|
$344,618
0.07% of portfolio
|
Q2 2021
Added 33.93%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
2,300
shares
|
$343,275
0.04% of portfolio
|
Q2 2024
Added 20.93%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,300
shares
|
$343,275
0.08% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
2,289
shares
|
$341,633
0.02% of portfolio
|
Q3 2024
Reduced 14.4%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
2,288
shares
|
$341,484
0.02% of portfolio
|
Q1 2024
Reduced 7.63%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
2,284
shares
|
$340,887
0.07% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
2,268
shares
|
$338,499
0.03% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
2,265
shares
|
$338,051
0.04% of portfolio
|
Q4 2023
Reduced 12.14%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
2,260
shares
|
$337,305
0.07% of portfolio
|
Q4 2023
Reduced 13.41%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
2,255
shares
|
$336,558
0.2% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
2,250
shares
|
$335,812
0.13% of portfolio
|
Q4 2023
Reduced 11.76%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
2,250
shares
|
$335,812
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
2,240
shares
|
$334,320
0.0% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
2,234
shares
|
$333,424
0.14% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
2,214
shares
|
$330,439
0.21% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,204
shares
|
$328,947
0.02% of portfolio
|
Q4 2022
Reduced 17.58%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
2,200
shares
|
$328,350
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,199
shares
|
$328,200
0.01% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,199
shares
|
$328,200
0.01% of portfolio
|
Q3 2023
Added 7.16%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,186
shares
|
$326,260
0.11% of portfolio
|
Q3 2024
Added 0.69%
|