iShares S&P Small-Cap 600 GRIJTETF

13F holders, Q2 2026 (June 30)
820holders +57
87new positions
34sold out
3famous investors
$178.45avg. 13F price*

At the end of Q2 2026, 820 institutions reported holding iShares S&P Small-Cap 600 GR (IJT) in their 13F filings, up 57 from Q1 2026. 87 opened new positions and 34 sold out. The largest holders were Morgan Stanley ($567.0M), Bank of America Corp. ($366.0M) and FMR LLC ($332.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
iShares S&P Small-Cap 600 GR
CUSIP
464287887
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 678Q1 2024Q2 2024: 685Q2 2024Q3 2024: 703Q3 2024Q4 2024: 753Q4 2024Q1 2025: 716Q1 2025Q2 2025: 730Q2 2025Q3 2025: 729Q3 2025Q4 2025: 772Q4 2025Q1 2026: 763Q1 2026Q2 2026: 820Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions87$57.9M
Exits34$32.0M

All 13F filers, Q1 2026 → Q2 2026: 1,515,621 shares bought and 961,646 shares sold, net +553,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 820 holders

Morgan Stanley 0.03% Reduce -0.5% 3,174,467 $567.0M
Bank of America Corp. 0.02% Add +0.1% 2,049,349 $366.0M
FMR LLC 0.01% Reduce -0.8% 1,862,555 $332.7M
Brown Advisory Inc. 0.31% Add +7.1% 1,119,852 $200.0M
Wells Fargo & Company 0.03% Add +5.8% 1,094,482 $195.5M
LPL Financial LLC 0.04% Add +2.4% 1,056,380 $188.7M
UBS Group AG 0.03% Reduce -15.2% 919,460 $164.2M
PNC Financial Services Group, Inc. 0.07% Reduce -3.9% 833,353 $148.8M
Northwestern Mutual Wealth Management Co. 0.07% Reduce -13.1% 764,942 $136.6M
Raymond James Financial Inc. 0.03% Add +3.0% 552,733 $98.7M
M&T Bank Corp 0.26% Reduce -2.5% 503,632 $89.9M
Commonwealth Equity Services, LLC 0.11% Add +0.9% 486,724 $86.9M
JPMorgan Chase & Co. 0.00% Add +2.9% 433,131 $76.5M
Ameriprise Financial Inc. 0.01% Add +24.9% 408,157 $72.9M
HighTower Advisors, LLC 0.06% Reduce -1.1% 362,011 $64.7M
Glenmede Trust Co. NA 0.28% Add +1.3% 351,350 $62.8M
Truist Financial Corp. 0.07% Add +33.1% 348,502 $62.2M
Royal Bank of Canada 0.01% Reduce -1.2% 335,412 $59.9M
Osaic Holdings, Inc. 0.06% Add +22.9% 308,932 $55.2M
Cerity Partners LLC 0.07% Add +9.8% 300,536 $53.7M
Envestnet Asset Management Inc. 0.01% Reduce -2.8% 282,475 $50.4M
Jones Financial Companies LLLP 0.02% Add +2.2% 259,022 $45.7M
Beaumont Financial Advisors, LLC 2.84% Add +0.2% 249,525 $44.6M
Moneta Group Investment Advisors LLC 0.30% Reduce -1.4% 229,363 $41.0M
Captrust Financial Advisors 0.06% Reduce -2.2% 204,482 $36.5M
Arax Advisory Partners 0.24% Add +64.7% 199,352 $35.6M
Heartwood Wealth Advisors LLC 2.74% Add +3.8% 197,196 $35.2M
Falcon Wealth Planning 2.07% Add +2.4% 182,834 $32.7M
AlphaCore Capital LLC 0.60% Reduce -3.6% 182,053 $32.5M
Cetera Investment Advisers 0.03% Reduce -12.9% 176,832 $31.6M
Focus Partners Wealth 0.03% Reduce -0.3% 175,674 $31.4M
Schneider Downs Wealth Management Advisors, LP 2.84% Add +3.3% 169,475 $30.3M
Mariner, LLC 0.03% Reduce -9.1% 164,793 $29.4M
GHP Investment Advisors, Inc. 1.02% Reduce -1.0% 156,039 $27.9M
Kestra Private Wealth Services, LLC 0.29% Add +1.9% 149,045 $26.6M
Vestmark Advisory Solutions, Inc. 0.23% Add +1240.8% 139,080 $24.8M
Rockefeller Capital Management L.P. 0.04% Reduce -1.3% 132,675 $23.7M
Pacific Life Fund Advisors LLC 2.58% New 131,406 $23.5M
Pinnacle Financial Partners, Inc. 0.16% Add +1.1% 128,295 $22.9M
Sterling Financial Planning, Inc. 6.22% Reduce -1.4% 128,012 $22.9M
United Capital Financial Advisors, LLC 0.12% Reduce -3.8% 124,135 $22.2M
Stifel Financial Corp. 0.02% Reduce -2.7% 122,895 $22.0M
Corient Private Wealth LP 0.03% Reduce -4.2% 118,034 $21.1M
Creative Planning 0.01% Add +2.8% 115,133 $20.6M
Probity Advisors, Inc. 2.83% Reduce -1.0% 110,713 $19.8M
Inspire Trust Co, N.A. 2.70% Add +7.8% 110,000 $19.6M
MAI Capital Management 0.07% Add +5.1% 101,601 $18.1M
Cassaday & Co Wealth Management LLC 0.34% Reduce -1.0% 101,162 $18.1M
Palisades Hudson Asset Management, L.P. 6.02% Reduce -2.7% 96,350 $17.2M
Texas Yale Capital Corp. 0.37% Add +0.3% 94,971 $17.0M
Keybank National Association 0.06% Add +0.2% 94,470 $16.9M
RTD Financial Advisors, Inc. 1.73% Reduce -6.6% 88,653 $15.8M
Equitable Holdings, Inc. 0.09% Add +3.2% 88,324 $15.8M
Cresset Asset Management, LLC 0.06% Add +6.1% 86,561 $15.5M
MML Investors Services, LLC 0.03% Add +25.4% 84,506 $15.1M
Fifth Third Bancorp 0.02% Reduce -7.2% 82,734 $14.8M
Lido Advisors, LLC 0.05% Reduce -1.3% 81,566 $14.6M
Goldman Sachs Group Inc. 0.00% Add +5.4% 81,033 $14.5M
Pathstone Holdings, LLC 0.04% Add +57.8% 75,202 $13.4M
Baird Financial Group, Inc. 0.02% Add +12.4% 72,593 $13.0M
Regions Financial Corp. 0.08% Add +0.8% 70,848 $12.7M
Kestra Advisory Services, LLC 0.04% Add +17.4% 69,602 $12.4M
Financial Engines Advisors L.L.C. 0.02% Add +2.5% 69,248 $12.4M
Lake Street Private Wealth, LLC 1.41% Add +0.3% 68,525 $12.2M
Capital Advisors, Ltd. LLC 1.21% Reduce -1.6% 67,084 $12.0M
US Bancorp \de 0.01% Reduce -4.5% 66,197 $11.8M
Steward Partners Investment Advisory, LLC 0.06% Reduce -3.4% 66,055 $11.8M
Mercer Global Advisors Inc. 0.01% Add +19.7% 65,824 $11.8M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -22.4% 65,557 $11.7M
Rodgers & Associates, LTD 1.05% Reduce -6.5% 64,535 $11.5M
Franklin Resources Inc. 0.00% Reduce -1.1% 63,999 $11.4M
Pittenger & Anderson Inc. 0.41% No change 63,450 $11.3M
Prospera Financial Services Inc 0.16% Add +1106.0% 63,402 $11.3M
Deutsche Bank AG 0.00% No change 62,510 $11.2M
Susquehanna International Group, LLP 0.01% Add +194.6% 61,082 $10.9M
Financial Advisors Network, Inc. 1.32% Add +1.8% 60,086 $10.7M
Cordatus Wealth Management LLC 2.34% Add +3911.4% 59,609 $10.6M
Concurrent Investment Advisors, LLC 0.09% Add +2.8% 58,134 $10.4M
JFS Wealth Advisors, LLC 0.51% Add +2.5% 57,390 $10.2M
Salomon & Ludwin, LLC 0.84% Reduce -3.9% 59,814 $10.2M
Bank of New York Mellon Corp 0.00% Add +5.7% 56,839 $10.2M
StoryOne LLC 4.50% Add +0.0% 53,324 $9.5M
Compound Planning, Inc. 0.25% Add +0.9% 53,150 $9.5M
PW Nova Financial Services LLC 1.99% Add +1.8% 52,000 $9.3M
Sigma Planning Corp 0.23% Reduce -1.9% 50,908 $9.1M
Ifrah Financial Services, Inc. 2.20% Reduce -4.3% 50,548 $9.0M
Clayton Financial Group LLC 4.73% Add +0.9% 47,914 $8.6M
Blue Edge Capital, LLC 0.96% Add +68.0% 44,864 $8.0M
Bokf, NA 0.11% Add +7.1% 43,936 $7.8M
UMB Bank, n.a. 0.10% Reduce -4.8% 43,847 $7.8M
Independence Financial Advisors, LLC 2.01% Add +41.8% 43,314 $7.7M
Level Four Advisory Services, LLC 0.21% Reduce -0.2% 42,440 $7.6M
Cottage Street Advisors LLC 2.93% Reduce -0.5% 42,434 $7.6M
Accretive Wealth Partners, LLC 1.81% Add +9.1% 41,610 $7.4M
Peapack Gladstone Financial Corp. 0.08% Add +9.3% 40,897 $7.3M
Norden Group LLC 0.60% Reduce -1.4% 40,837 $7.3M
Chicago Partners Investment Group LLC 0.14% Reduce -2.1% 42,054 $7.2M
Baltimore-Washington Financial Advisors, Inc. 0.27% Reduce -0.8% 39,658 $7.1M
Centerpoint Advisors, LLC 2.01% Reduce -1.0% 39,575 $7.1M
Sowell Financial Services LLC 0.23% Add +2.2% 39,094 $7.0M

"% of holder's portfolio" is IJT's weight in each manager's 13F, not the share of iShares S&P Small-Cap 600 GR the manager owns.

Show all 820 holders