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 812 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 $3.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
5,000
shares
|
$669,550
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
4,955
shares
|
$663,524
0.28% of portfolio
|
Q4 2023
Added 105.86%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
4,936
shares
|
$660,979
0.05% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
4,913
shares
|
$657,899
0.05% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
4,901
shares
|
$656,292
0.02% of portfolio
|
Q3 2023
Reduced 0.61%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
4,857
shares
|
$650,400
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
4,840
shares
|
$648,124
0.0% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
4,798
shares
|
$642,500
0.24% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
4,769
shares
|
$638,616
0.2% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,766
shares
|
$638,215
0.01% of portfolio
|
Q3 2024
Added 58.34%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,745
shares
|
$635,402
0.03% of portfolio
|
Q2 2025
Reduced 38.19%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
4,718
shares
|
$631,787
0.08% of portfolio
|
Q3 2023
Reduced 8.92%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
4,696
shares
|
$628,841
0.32% of portfolio
|
Q2 2025
Added 96.4%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
4,638
shares
|
$621,074
0.09% of portfolio
|
Q2 2025
Added 226.62%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
4,622
shares
|
$618,932
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
4,590
shares
|
$614,646
0.19% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Aug 06, 2025 Q2 2025 |
4,583
shares
|
$613,709
0.43% of portfolio
|
Q2 2025
Reduced 24.25%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
4,556
shares
|
$610,093
0.13% of portfolio
|
Q2 2025
Reduced 16.51%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
4,546
shares
|
$608,754
0.02% of portfolio
|
Q2 2025
Reduced 56.22%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
4,489
shares
|
$601,121
0.39% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
4,464
shares
|
$597,774
0.48% of portfolio
|
Q1 2025
Added 52.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,443
shares
|
$594,962
0.01% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,440
shares
|
$594,560
0.0% of portfolio
|
Q2 2025
Reduced 47.53%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
4,422
shares
|
$592,150
0.19% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
4,414
shares
|
$591,078
0.02% of portfolio
|
Q2 2025
Added 12.17%
|