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 793 institutions that hold shares in the stock, with a total of 26.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
2,738
shares
|
$383,648
0.03% of portfolio
|
Q4 2024
Reduced 12.41%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
2,736
shares
|
$383,368
0.09% of portfolio
|
Q2 2021
Reduced 7.75%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
2,733
shares
|
$382,947
0.02% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,714
shares
|
$380,285
0.15% of portfolio
|
Q1 2023
Reduced 0.84%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
2,710
shares
|
$379,725
0.01% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
2,704
shares
|
$378,884
0.05% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
2,674
shares
|
$374,680
0.07% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
2,665
shares
|
$373,419
0.12% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
2,615
shares
|
$366,413
0.18% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,613
shares
|
$366,133
0.0% of portfolio
|
Q2 2024
Reduced 32.08%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,609
shares
|
$365,573
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
2,600
shares
|
$364,312
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
2,600
shares
|
$364,312
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
2,593
shares
|
$363,331
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
2,585
shares
|
$362,210
0.0% of portfolio
|
Q3 2024
Reduced 52.44%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
2,520
shares
|
$353,102
0.05% of portfolio
|
Q2 2022
Reduced 3.08%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,503
shares
|
$350,720
0.0% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
2,500
shares
|
$350,300
0.05% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
2,500
shares
|
$350,300
0.06% of portfolio
|
Q2 2024
Added 2.63%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
2,490
shares
|
$348,898
0.15% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
2,489
shares
|
$348,758
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
2,471
shares
|
$346,236
0.02% of portfolio
|
Q3 2024
Added 398.19%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
2,431
shares
|
$340,631
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,423
shares
|
$339,510
0.22% of portfolio
|
Q2 2023
Reduced 40.96%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,402
shares
|
$336,568
0.01% of portfolio
|
Q3 2024
Reduced 2.4%
|