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 818 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 $3.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
913
shares
|
$115,165
0.02% of portfolio
|
Q1 2023
Reduced 5.68%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
900
shares
|
$113,526
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
896
shares
|
$113,021
0.02% of portfolio
|
Q1 2024
Added 376.6%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
884
shares
|
$111,507
0.01% of portfolio
|
Q2 2024
Added 4.12%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
849
shares
|
$107,092
0.0% of portfolio
|
Q2 2024
Added 62.02%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
840
shares
|
$105,957
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
829
shares
|
$104,570
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
801
shares
|
$101,038
0.01% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
800
shares
|
$100,912
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
781
shares
|
$98,515
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
730
shares
|
$92,082
0.04% of portfolio
|
Q4 2022
Added 0.14%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
729
shares
|
$91,956
0.0% of portfolio
|
Q2 2024
Reduced 11.96%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
724
shares
|
$91,325
0.0% of portfolio
|
Q4 2024
Added 21.48%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
684
shares
|
$86,279
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
670
shares
|
$84,513
0.03% of portfolio
|
Q3 2024
Reduced 59.88%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
666
shares
|
$84,009
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
661
shares
|
$83,378
0.01% of portfolio
|
Q2 2024
Reduced 5.71%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
659
shares
|
$83,126
0.01% of portfolio
|
Q1 2021
Added 113.96%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
658
shares
|
$83,000
0.01% of portfolio
|
Q3 2023
Reduced 57.77%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
640
shares
|
$80,729
0.01% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
638
shares
|
$80,477
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
628
shares
|
$79,215
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
620
shares
|
$78,206
0.01% of portfolio
|
Q1 2022
Reduced 13.41%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
605
shares
|
$76,314
0.01% of portfolio
|
Q4 2024
Added 175.0%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
600
shares
|
$75,684
0.04% of portfolio
|
Q1 2021
Reduced 25.0%
|