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 |
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
31,042
shares
|
$4.16 Million
3.86% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
30,638
shares
|
$4.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
30,630
shares
|
$4.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
30,063
shares
|
$4.03 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
29,913
shares
|
$4.01 Million
0.06% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Ltg Capital LLC
|
Aug 05, 2025 Q2 2025 |
29,714
shares
|
$3.98 Million
3.63% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
29,625
shares
|
$3.97 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
29,035
shares
|
$3.89 Million
0.1% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
28,934
shares
|
$3.87 Million
1.21% of portfolio
|
Q2 2025
Reduced 18.76%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
28,606
shares
|
$3.83 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
28,560
shares
|
$3.82 Million
1.2% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
28,163
shares
|
$3.77 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
27,804
shares
|
$3.72 Million
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
27,764
shares
|
$3.72 Million
0.86% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
27,364
shares
|
$3.66 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.64%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
27,284
shares
|
$3.65 Million
0.47% of portfolio
|
Q2 2024
New holding
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Aug 08, 2025 Q2 2025 |
27,088
shares
|
$3.63 Million
1.4% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
26,757
shares
|
$3.58 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
25,784
shares
|
$3.45 Million
1.08% of portfolio
|
Q1 2024
Reduced 5.46%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
25,439
shares
|
$3.41 Million
0.79% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
25,348
shares
|
$3.39 Million
0.54% of portfolio
|
Q1 2023
Reduced 6.34%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
25,179
shares
|
$3.37 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
24,847
shares
|
$3.33 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
24,419
shares
|
$3.27 Million
0.04% of portfolio
|
Q1 2025
Added 18.56%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
24,383
shares
|
$3.27 Million
0.28% of portfolio
|
Q2 2025
Added 7.74%
|