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 815 institutions that hold shares in the stock, with a total of 27.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
44,955
shares
|
$6.31 Million
3.11% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
44,706
shares
|
$6.27 Million
0.29% of portfolio
|
Q2 2025
Reduced 60.53%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jul 14, 2025 Q2 2025 |
44,456
shares
|
$6.24 Million
7.03% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
44,253
shares
|
$6.21 Million
4.99% of portfolio
|
Q2 2025
Added 42.56%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
44,241
shares
|
$6.21 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
43,614
shares
|
$6.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
43,162
shares
|
$6.06 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
42,550
shares
|
$5.97 Million
0.23% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
42,470
shares
|
$5.96 Million
0.22% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
42,119
shares
|
$5.91 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
41,675
shares
|
$5.85 Million
1.88% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
38,742
shares
|
$5.44 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
38,717
shares
|
$5.43 Million
2.41% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
38,700
shares
|
$5.43 Million
0.17% of portfolio
|
Q3 2022
Reduced 2.73%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
38,379
shares
|
$5.38 Million
0.02% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
37,532
shares
|
$5.27 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
37,071
shares
|
$5.2 Million
1.68% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
36,057
shares
|
$5.06 Million
0.45% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
35,792
shares
|
$5.02 Million
1.33% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
35,675
shares
|
$5.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
35,380
shares
|
$4.96 Million
0.0% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
35,373
shares
|
$4.96 Million
0.03% of portfolio
|
Q2 2025
Added 19.4%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
35,301
shares
|
$4.95 Million
0.09% of portfolio
|
Q2 2025
Reduced 29.94%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
34,244
shares
|
$4.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
33,361
shares
|
$4.68 Million
1.18% of portfolio
|
Q2 2025
Added 0.12%
|