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 |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
68
shares
|
$10,068
0.0% of portfolio
|
Q3 2024
Reduced 42.37%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
62
shares
|
$9,179
0.0% of portfolio
|
Q3 2024
Reduced 12.68%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
54
shares
|
$7,995
0.0% of portfolio
|
Q1 2023
Added 125.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
50
shares
|
$7,403
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
50
shares
|
$7,403
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
50
shares
|
$7,403
0.0% of portfolio
|
Q1 2023
Added 2.04%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
48
shares
|
$7,106
0.0% of portfolio
|
Q2 2024
Reduced 47.83%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
46
shares
|
$6,810
0.01% of portfolio
|
Q3 2022
Reduced 10.87%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
40
shares
|
$5,922
0.0% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
38
shares
|
$5,626
0.0% of portfolio
|
Q3 2024
Added 58.33%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
37
shares
|
$5,478
0.0% of portfolio
|
Q3 2024
Reduced 63.0%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
30
shares
|
$4,441
0.0% of portfolio
|
Q2 2023
Reduced 16.67%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
28
shares
|
$4,145
0.0% of portfolio
|
Q1 2023
Reduced 86.54%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
20
shares
|
$2,961
0.0% of portfolio
|
Q1 2023
Reduced 95.24%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
14
shares
|
$2,072
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
12
shares
|
$1,776
0.0% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
10
shares
|
$1,480
0.0% of portfolio
|
Q3 2023
Reduced 83.33%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
9
shares
|
$1,332
0.0% of portfolio
|
Q2 2022
Added 366.67%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
7
shares
|
$1,036
0.0% of portfolio
|
Q1 2024
Reduced 68.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6
shares
|
$888
0.0% of portfolio
|
Q1 2024
Reduced 78.57%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
4
shares
|
$592
0.0% of portfolio
|
Q2 2024
Reduced 99.84%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
4
shares
|
$592
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
2
shares
|
$296
0.0% of portfolio
|
Q1 2024
Reduced 98.61%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
2
shares
|
$296
0.0% of portfolio
|
Q2 2021
Reduced 50.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
2
shares
|
$296
0.0% of portfolio
|
Q4 2022
New holding
|