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 804 institutions that hold shares in the stock, with a total of 27.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.67 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 |
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
182,966
shares
|
$24.5 Million
0.14% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
182,377
shares
|
$24.4 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
179,400
shares
|
$24 Million
0.56% of portfolio
|
Q2 2025
Added 968.94%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
173,692
shares
|
$23.3 Million
0.05% of portfolio
|
Q3 2023
Reduced 3.72%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
168,370
shares
|
$22.5 Million
2.46% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
160,256
shares
|
$21.5 Million
0.02% of portfolio
|
Q1 2025
Added 87.12%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
160,166
shares
|
$21.4 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
158,687
shares
|
$21.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
158,393
shares
|
$21.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.16%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
154,244
shares
|
$20.7 Million
2.31% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
152,166
shares
|
$20.4 Million
3.12% of portfolio
|
Q2 2025
Reduced 18.61%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
147,766
shares
|
$19.8 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
147,582
shares
|
$19.8 Million
0.01% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
147,249
shares
|
$19.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
133,631
shares
|
$17.9 Million
0.03% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
129,625
shares
|
$17.4 Million
0.37% of portfolio
|
Q3 2022
Added 364.41%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
125,582
shares
|
$16.8 Million
0.32% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
123,791
shares
|
$16.6 Million
5.69% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
113,259
shares
|
$15.2 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
110,713
shares
|
$14.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
106,082
shares
|
$14.2 Million
2.58% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
104,671
shares
|
$14 Million
0.35% of portfolio
|
Q2 2025
Added 23.19%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
99,920
shares
|
$13.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
99,464
shares
|
$13.3 Million
1.69% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
99,240
shares
|
$13.3 Million
2.06% of portfolio
|
Q1 2025
Added 4.85%
|