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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
5,396
shares
|
$723,010
0.15% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
5,302
shares
|
$710,414
0.39% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
5,278
shares
|
$707,199
0.14% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
5,265
shares
|
$705,457
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
5,261
shares
|
$704,921
0.39% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,260
shares
|
$704,787
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
5,228
shares
|
$700,499
0.12% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 31, 2024 Q3 2024 |
5,074
shares
|
$679,865
0.42% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
5,058
shares
|
$677,721
0.02% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
5,012
shares
|
$671,557
0.01% of portfolio
|
Q3 2024
Reduced 17.92%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
5,000
shares
|
$669,950
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
4,999
shares
|
$669,816
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
4,964
shares
|
$665,126
0.02% of portfolio
|
Q1 2023
Reduced 11.58%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
4,955
shares
|
$663,920
0.28% of portfolio
|
Q4 2023
Added 105.86%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
4,901
shares
|
$656,684
0.03% of portfolio
|
Q3 2023
Reduced 0.61%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
4,838
shares
|
$648,243
0.25% of portfolio
|
Q3 2023
Reduced 3.2%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
4,811
shares
|
$644,625
0.1% of portfolio
|
Q4 2023
Added 7.65%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,805
shares
|
$643,821
0.22% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
4,771
shares
|
$639,266
0.06% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,766
shares
|
$638,596
0.01% of portfolio
|
Q3 2024
Added 58.34%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
4,765
shares
|
$638,462
0.15% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
4,744
shares
|
$635,648
0.18% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
4,741
shares
|
$635,246
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,718
shares
|
$632,164
0.11% of portfolio
|
Q3 2023
Reduced 8.92%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
4,714
shares
|
$631,628
0.22% of portfolio
|
Q3 2024
Reduced 0.02%
|