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 771 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
3,496
shares
|
$492,341
0.02% of portfolio
|
Q1 2024
Reduced 3.05%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
3,466
shares
|
$488,116
0.2% of portfolio
|
Q2 2024
Added 23.21%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
3,451
shares
|
$486,004
0.02% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
3,450
shares
|
$485,863
0.14% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
3,446
shares
|
$485,300
0.07% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
3,439
shares
|
$484,314
0.01% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
3,437
shares
|
$484,032
0.28% of portfolio
|
Q3 2024
Reduced 27.14%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
3,417
shares
|
$481,216
0.01% of portfolio
|
Q4 2024
Reduced 12.7%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
3,331
shares
|
$469,104
0.01% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
3,325
shares
|
$468,259
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
3,287
shares
|
$462,908
0.22% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,269
shares
|
$460,373
0.06% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
3,250
shares
|
$457,697
0.04% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
3,208
shares
|
$451,782
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,159
shares
|
$444,881
0.03% of portfolio
|
Q1 2024
Added 166.58%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
3,142
shares
|
$442,487
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
3,141
shares
|
$442,347
0.01% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
3,119
shares
|
$439,248
0.04% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,080
shares
|
$433,756
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,078
shares
|
$433,474
0.06% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
3,077
shares
|
$433,333
0.13% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,075
shares
|
$433,052
0.04% of portfolio
|
Q4 2023
Reduced 7.49%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
3,050
shares
|
$429,531
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
3,040
shares
|
$428,123
0.04% of portfolio
|
Q2 2023
Reduced 11.5%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
3,035
shares
|
$427,419
0.04% of portfolio
|
Q4 2024
Added 61.01%
|