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 818 institutions that hold shares in the stock, with a total of 28.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
3,451
shares
|
$425,335
0.02% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
3,450
shares
|
$425,212
0.14% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
3,446
shares
|
$424,719
0.07% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
3,430
shares
|
$422,747
0.0% of portfolio
|
Q4 2024
Added 535.19%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
3,423
shares
|
$421,884
0.02% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
3,417
shares
|
$421,145
0.01% of portfolio
|
Q4 2024
Reduced 12.7%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
3,358
shares
|
$413,873
0.01% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
3,287
shares
|
$405,122
0.22% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,272
shares
|
$403,274
0.06% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
3,250
shares
|
$400,562
0.04% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
3,208
shares
|
$395,386
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
3,142
shares
|
$387,251
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
3,119
shares
|
$384,416
0.04% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
3,097
shares
|
$381,705
0.01% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,080
shares
|
$379,610
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,078
shares
|
$379,363
0.06% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
3,077
shares
|
$379,240
0.13% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,075
shares
|
$378,993
0.04% of portfolio
|
Q4 2023
Reduced 7.49%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
3,052
shares
|
$376,159
0.18% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
3,050
shares
|
$375,912
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,040
shares
|
$374,680
0.04% of portfolio
|
Q2 2023
Reduced 11.5%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
3,035
shares
|
$374,063
0.04% of portfolio
|
Q4 2024
Added 61.01%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
3,014
shares
|
$371,475
0.03% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
3,003
shares
|
$370,119
0.18% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
2,954
shares
|
$364,080
0.01% of portfolio
|
Q1 2021
Reduced 2.28%
|