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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
18,004
shares
|
$2.53 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
17,885
shares
|
$2.52 Million
0.47% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
17,838
shares
|
$2.51 Million
1.07% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
17,633
shares
|
$2.48 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
16,936
shares
|
$2.38 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
16,882
shares
|
$2.38 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
16,728
shares
|
$2.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
16,636
shares
|
$2.34 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
16,623
shares
|
$2.34 Million
0.02% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
16,499
shares
|
$2.32 Million
0.06% of portfolio
|
Q3 2024
Added 57.69%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
16,414
shares
|
$2.31 Million
0.25% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
16,151
shares
|
$2.27 Million
1.65% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
15,953
shares
|
$2.24 Million
3.04% of portfolio
|
Q4 2023
Reduced 4.05%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
15,693
shares
|
$2.21 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
15,594
shares
|
$2.19 Million
0.17% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
15,409
shares
|
$2.17 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
14,947
shares
|
$2.1 Million
1.44% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
14,817
shares
|
$2.09 Million
0.02% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
14,700
shares
|
$2.07 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
14,555
shares
|
$2.05 Million
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
14,527
shares
|
$2.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
14,384
shares
|
$2.02 Million
0.58% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
14,246
shares
|
$2 Million
0.31% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
14,196
shares
|
$2 Million
0.03% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
14,074
shares
|
$1.98 Million
0.85% of portfolio
|
Q3 2024
Added 0.69%
|