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 |
|---|---|---|---|---|---|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
24,279
shares
|
$3.35 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
23,779
shares
|
$3.28 Million
0.54% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
23,729
shares
|
$3.27 Million
0.01% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
23,343
shares
|
$3.22 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
22,762
shares
|
$3.14 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
22,436
shares
|
$3.09 Million
0.23% of portfolio
|
Q3 2024
Added 36.34%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
21,822
shares
|
$3.01 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
21,695
shares
|
$2.99 Million
0.09% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
21,356
shares
|
$2.94 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
21,217
shares
|
$2.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
21,200
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.49%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
21,077
shares
|
$2.9 Million
2.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
20,645
shares
|
$2.84 Million
0.34% of portfolio
|
Q3 2024
Added 41.0%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
20,360
shares
|
$2.81 Million
1.37% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
20,223
shares
|
$2.79 Million
0.21% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
20,111
shares
|
$2.77 Million
2.02% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
19,995
shares
|
$2.76 Million
0.12% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
19,936
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
19,337
shares
|
$2.66 Million
0.16% of portfolio
|
Q3 2024
Added 17.82%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
19,266
shares
|
$2.65 Million
0.03% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
19,100
shares
|
$2.63 Million
0.02% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
18,797
shares
|
$2.59 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
18,422
shares
|
$2.54 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
18,007
shares
|
$2.48 Million
0.33% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
17,885
shares
|
$2.46 Million
0.47% of portfolio
|
Q3 2024
Reduced 5.58%
|