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 798 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 $3.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
24,148
shares
|
$3.27 Million
0.43% of portfolio
|
Q2 2025
Added 551.42%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
24,127
shares
|
$3.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
23,956
shares
|
$3.25 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
23,912
shares
|
$3.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
23,646
shares
|
$3.21 Million
0.56% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
23,632
shares
|
$3.2 Million
0.21% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
23,249
shares
|
$3.15 Million
0.36% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
23,040
shares
|
$3.12 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
23,006
shares
|
$3.12 Million
0.09% of portfolio
|
Q1 2025
Added 21.07%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
22,768
shares
|
$3.09 Million
1.17% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
22,620
shares
|
$3.07 Million
1.58% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
21,884
shares
|
$2.97 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
21,310
shares
|
$2.89 Million
1.41% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
21,252
shares
|
$2.88 Million
0.0% of portfolio
|
Q1 2025
Added 38.9%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
20,665
shares
|
$2.8 Million
3.11% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
20,643
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
20,608
shares
|
$2.79 Million
1.93% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
20,507
shares
|
$2.78 Million
0.03% of portfolio
|
Q1 2025
Added 50.08%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
20,435
shares
|
$2.77 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
20,140
shares
|
$2.73 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
20,045
shares
|
$2.72 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
19,731
shares
|
$2.68 Million
0.76% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
19,652
shares
|
$2.67 Million
1.95% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
19,103
shares
|
$2.59 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
18,816
shares
|
$2.55 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.35%
|