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 819 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 $3.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
913
shares
|
$125,537
0.01% of portfolio
|
Q1 2023
Reduced 5.68%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
906
shares
|
$124,575
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
893
shares
|
$122,787
0.0% of portfolio
|
Q3 2025
Reduced 53.32%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
840
shares
|
$115,500
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
829
shares
|
$113,987
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
786
shares
|
$108,075
0.01% of portfolio
|
Q4 2025
Added 4036.84%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
762
shares
|
$104,775
0.06% of portfolio
|
Q3 2025
Reduced 20.87%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
762
shares
|
$104,775
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
747
shares
|
$102,712
0.01% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
661
shares
|
$90,887
0.01% of portfolio
|
Q2 2024
Reduced 5.71%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
659
shares
|
$90,612
0.01% of portfolio
|
Q1 2021
Added 113.96%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
658
shares
|
$90,475
0.01% of portfolio
|
Q3 2023
Reduced 57.77%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
626
shares
|
$86,075
0.0% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
620
shares
|
$85,250
0.01% of portfolio
|
Q1 2022
Reduced 13.41%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
610
shares
|
$83,875
0.01% of portfolio
|
Q4 2025
Added 26.03%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
600
shares
|
$82,500
0.03% of portfolio
|
Q1 2021
Reduced 25.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
596
shares
|
$81,950
0.02% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
588
shares
|
$80,850
0.07% of portfolio
|
Q4 2023
Reduced 19.45%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
587
shares
|
$80,712
0.03% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
587
shares
|
$80,712
0.0% of portfolio
|
Q3 2024
Reduced 17.56%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
576
shares
|
$79,200
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
570
shares
|
$78,375
0.01% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
First United Bank & Trust
|
Jan 21, 2026 Q4 2025 |
550
shares
|
$75,625
0.02% of portfolio
|
Q2 2025
Reduced 17.91%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
546
shares
|
$75,075
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
540
shares
|
$74,250
0.01% of portfolio
|
Q4 2021
New holding
|
|