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 759 institutions that hold shares in the stock, with a total of 30.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
484
shares
|
$66,690
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
470
shares
|
$64,761
0.02% of portfolio
|
Q4 2023
Reduced 92.5%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
456
shares
|
$62,832
0.01% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
443
shares
|
$61,040
0.01% of portfolio
|
Q2 2024
Reduced 5.14%
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
426
shares
|
$58,698
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
422
shares
|
$58,147
0.03% of portfolio
|
Q2 2022
Reduced 14.92%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
414
shares
|
$57,045
0.02% of portfolio
|
Q3 2024
Added 42.27%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
408
shares
|
$56,218
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
402
shares
|
$55,391
0.0% of portfolio
|
Q1 2024
Reduced 42.07%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
400
shares
|
$55,116
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
400
shares
|
$55,116
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
400
shares
|
$55,116
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
390
shares
|
$53,738
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
384
shares
|
$52,911
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
376
shares
|
$51,809
0.01% of portfolio
|
Q1 2024
Reduced 14.74%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
375
shares
|
$51,671
0.01% of portfolio
|
Q2 2023
Reduced 82.01%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
375
shares
|
$51,671
0.01% of portfolio
|
Q3 2024
Added 44.79%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
365
shares
|
$50,293
0.02% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
358
shares
|
$49,328
0.0% of portfolio
|
Q3 2024
Added 306.82%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
341
shares
|
$46,986
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
340
shares
|
$46,848
0.0% of portfolio
|
Q3 2024
Reduced 59.13%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
312
shares
|
$42,990
0.01% of portfolio
|
Q1 2022
Reduced 40.91%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
310
shares
|
$42,714
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
309
shares
|
$42,577
0.0% of portfolio
|
Q1 2024
Reduced 45.12%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
296
shares
|
$40,785
0.0% of portfolio
|
Q2 2024
Added 46.53%
|