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 |
|---|---|---|---|---|---|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
18,354
shares
|
$2.58 Million
0.88% of portfolio
|
Q2 2025
Added 56.64%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
18,275
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
18,050
shares
|
$2.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
17,686
shares
|
$2.48 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
17,441
shares
|
$2.45 Million
0.41% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
17,286
shares
|
$2.43 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
17,247
shares
|
$2.42 Million
0.17% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
17,158
shares
|
$2.41 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
17,064
shares
|
$2.39 Million
1.51% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Aug 01, 2025 Q2 2025 |
17,042
shares
|
$2.39 Million
1.42% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
16,922
shares
|
$2.37 Million
0.02% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
16,864
shares
|
$2.37 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
16,804
shares
|
$2.36 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
16,678
shares
|
$2.34 Million
0.05% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
16,457
shares
|
$2.31 Million
0.18% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
16,414
shares
|
$2.3 Million
0.25% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
16,404
shares
|
$2.3 Million
0.35% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
16,165
shares
|
$2.27 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
16,001
shares
|
$2.24 Million
1.13% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
15,953
shares
|
$2.24 Million
3.04% of portfolio
|
Q4 2023
Reduced 4.05%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
15,857
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.32%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
15,603
shares
|
$2.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.4%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
15,578
shares
|
$2.19 Million
0.05% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
15,366
shares
|
$2.16 Million
0.04% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
15,000
shares
|
$2.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.43%
|