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 761 institutions that hold shares in the stock, with a total of 30.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
9,343
shares
|
$1.25 Million
0.66% of portfolio
|
Q3 2024
Added 22.52%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
9,214
shares
|
$1.23 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
9,105
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
9,104
shares
|
$1.22 Million
0.38% of portfolio
|
Q2 2022
Added 2.42%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
9,028
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
9,007
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
8,899
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
8,823
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
8,681
shares
|
$1.16 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,489
shares
|
$1.14 Million
0.11% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
8,463
shares
|
$1.13 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
8,404
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
8,397
shares
|
$1.13 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
8,393
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
8,295
shares
|
$1.11 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
8,264
shares
|
$1.11 Million
0.81% of portfolio
|
Q1 2023
Reduced 1.2%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
8,245
shares
|
$1.1 Million
0.55% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
8,200
shares
|
$1.1 Million
0.4% of portfolio
|
Q3 2024
Added 34.43%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,193
shares
|
$1.1 Million
0.3% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7,979
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2024
Added 261.53%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
7,967
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
7,950
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,888
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2023
Reduced 38.63%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
7,740
shares
|
$1.04 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
7,701
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.15%
|