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 782 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 $4.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
5,638
shares
|
$793,379
0.07% of portfolio
|
Q2 2024
Added 9.9%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
5,629
shares
|
$792,112
0.02% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
5,560
shares
|
$782,403
0.28% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
5,517
shares
|
$776,352
0.63% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
5,515
shares
|
$776,070
0.52% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
5,513
shares
|
$775,789
0.01% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
5,502
shares
|
$774,241
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
5,483
shares
|
$771,567
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
5,450
shares
|
$766,924
0.17% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
5,302
shares
|
$746,097
0.39% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
5,278
shares
|
$742,720
0.14% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
5,265
shares
|
$740,890
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,263
shares
|
$740,609
0.14% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
5,261
shares
|
$740,327
0.39% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
5,190
shares
|
$730,336
0.48% of portfolio
|
Q4 2024
Added 16.32%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
5,168
shares
|
$727,240
0.12% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
5,115
shares
|
$719,782
0.01% of portfolio
|
Q4 2024
Added 194.13%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
5,074
shares
|
$714,013
0.42% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
5,012
shares
|
$705,288
0.01% of portfolio
|
Q3 2024
Reduced 17.92%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
5,000
shares
|
$703,600
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
4,999
shares
|
$703,459
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,972
shares
|
$699,659
0.02% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
4,964
shares
|
$698,534
0.02% of portfolio
|
Q1 2023
Reduced 11.58%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
4,955
shares
|
$697,267
0.28% of portfolio
|
Q4 2023
Added 105.86%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
4,901
shares
|
$689,668
0.02% of portfolio
|
Q3 2023
Reduced 0.61%
|