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 823 institutions that hold shares in the stock, with a total of 27.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
188,237
shares
|
$25.9 Million
0.06% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
182,966
shares
|
$25.2 Million
0.14% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
180,631
shares
|
$24.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
179,623
shares
|
$24.7 Million
0.03% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
173,692
shares
|
$23.9 Million
0.05% of portfolio
|
Q3 2023
Reduced 3.72%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
173,117
shares
|
$23.8 Million
2.4% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
168,013
shares
|
$23.1 Million
0.03% of portfolio
|
Q3 2025
Added 192.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
167,505
shares
|
$23 Million
0.04% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
162,705
shares
|
$22.4 Million
2.3% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
158,033
shares
|
$21.7 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
157,583
shares
|
$21.7 Million
2.73% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
147,582
shares
|
$20.3 Million
0.01% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
140,825
shares
|
$19.4 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
132,451
shares
|
$18.2 Million
0.26% of portfolio
|
Q3 2025
Added 51.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
131,113
shares
|
$18 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
130,699
shares
|
$18 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
129,625
shares
|
$17.8 Million
0.37% of portfolio
|
Q3 2022
Added 364.41%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
124,178
shares
|
$17.1 Million
5.74% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
118,435
shares
|
$16.3 Million
0.41% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
109,088
shares
|
$15 Million
2.62% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
105,370
shares
|
$14.5 Million
5.41% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
103,311
shares
|
$14.2 Million
1.76% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
103,061
shares
|
$14.2 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
102,416
shares
|
$14.1 Million
0.01% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
97,731
shares
|
$13.4 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.48%
|
|