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 |
|---|---|---|---|---|---|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
17,838
shares
|
$2.46 Million
1.07% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
17,663
shares
|
$2.43 Million
0.22% of portfolio
|
Q3 2024
Added 25.78%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
17,633
shares
|
$2.43 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
17,243
shares
|
$2.38 Million
0.16% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
16,981
shares
|
$2.34 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
16,728
shares
|
$2.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
16,675
shares
|
$2.3 Million
1.21% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
16,623
shares
|
$2.29 Million
0.02% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
16,499
shares
|
$2.27 Million
0.06% of portfolio
|
Q3 2024
Added 57.69%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
16,439
shares
|
$2.27 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
16,414
shares
|
$2.26 Million
0.25% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
16,151
shares
|
$2.23 Million
1.65% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
16,017
shares
|
$2.21 Million
0.66% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
15,953
shares
|
$2.2 Million
3.04% of portfolio
|
Q4 2023
Reduced 4.05%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
15,135
shares
|
$2.09 Million
0.07% of portfolio
|
Q3 2024
Reduced 16.08%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
14,947
shares
|
$2.06 Million
1.44% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
14,700
shares
|
$2.03 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
14,527
shares
|
$2 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
14,246
shares
|
$1.96 Million
0.31% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
14,196
shares
|
$1.96 Million
0.03% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
14,074
shares
|
$1.94 Million
0.85% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
14,051
shares
|
$1.94 Million
0.02% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
13,983
shares
|
$1.93 Million
0.96% of portfolio
|
Q2 2023
Added 0.84%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
13,889
shares
|
$1.91 Million
0.35% of portfolio
|
Q4 2023
Added 14.75%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
13,589
shares
|
$1.87 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.49%
|