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 799 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
62,673
shares
|
$8.58 Million
1.32% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
61,953
shares
|
$8.48 Million
2.12% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
61,347
shares
|
$8.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 34.0%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
61,125
shares
|
$8.37 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
60,270
shares
|
$8.25 Million
2.66% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
58,941
shares
|
$8.07 Million
0.04% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
58,462
shares
|
$8 Million
2.44% of portfolio
|
Q3 2023
New holding
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
57,471
shares
|
$7.87 Million
2.41% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
54,793
shares
|
$7.5 Million
1.14% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
53,800
shares
|
$7.37 Million
0.46% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
53,678
shares
|
$7.35 Million
0.11% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
53,471
shares
|
$7.32 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
53,359
shares
|
$7.31 Million
0.0% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
52,500
shares
|
$7.19 Million
1.9% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
52,277
shares
|
$7.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
50,388
shares
|
$6.9 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
49,788
shares
|
$6.82 Million
0.74% of portfolio
|
Q2 2025
Reduced 12.69%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
48,638
shares
|
$6.66 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
47,623
shares
|
$6.52 Million
2.97% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
47,017
shares
|
$6.44 Million
0.43% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
46,426
shares
|
$6.36 Million
0.19% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
46,097
shares
|
$6.31 Million
0.14% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
44,746
shares
|
$6.13 Million
0.1% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
44,578
shares
|
$6.1 Million
0.25% of portfolio
|
Q1 2025
Added 16.15%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jul 14, 2025 Q2 2025 |
44,456
shares
|
$6.09 Million
7.03% of portfolio
|
Q2 2025
Reduced 7.1%
|