iShares S&P Small-Cap 600 GRIJTETF
13F holders, Q1 2024 (March 31)678holders
2famous investors
$130.69avg. 13F price*
At the end of Q1 2024, 678 institutions reported holding iShares S&P Small-Cap 600 GR (IJT) in their 13F filings. The largest holders were Morgan Stanley ($418.0M), Bank of America Corp. ($240.4M) and FMR LLC ($174.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares S&P Small-Cap 600 GR
- CUSIP
- 464287887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $46.9M |
| Exits | 32 | $10.9M |
Ownership 678 holders
| Morgan Stanley | 0.03% | Reduce -0.8% | 3,197,109 | $418.0M |
| Bank of America Corp. | 0.02% | Add +8.4% | 1,839,251 | $240.4M |
| FMR LLC | 0.01% | Add +25.3% | 1,337,842 | $174.9M |
| Wells Fargo & Company | 0.04% | Add +0.3% | 1,209,103 | $158.1M |
| UBS Group AG | 0.05% | Add +15.1% | 1,117,322 | $146.1M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -20.6% | 1,105,120 | $144.5M |
| LPL Financial LLC | 0.05% | Add +3.0% | 769,335 | $100.6M |
| M&T Bank Corp | 0.23% | Reduce -6.5% | 511,929 | $66.9M |
| Ameriprise Financial Inc. | 0.02% | Add +7.5% | 511,221 | $66.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.4% | 456,581 | $59.7M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -0.3% | 441,448 | $57.7M |
| Glenmede Trust Co. NA | 0.25% | Reduce -1.8% | 379,282 | $49.6M |
| Commonwealth Equity Services, LLC | 0.08% | Add +0.1% | 366,948 | $48.0M |
| Royal Bank of Canada | 0.01% | Add +2.9% | 359,173 | $47.0M |
| One Capital Management, LLC | 1.54% | Add +3.1% | 325,578 | $42.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.1% | 311,485 | $40.7M |
| HighTower Advisors, LLC | 0.06% | Add +27.4% | 289,493 | $37.9M |
| Cerity Partners LLC | 0.09% | Add +7.9% | 258,964 | $33.9M |
| SPC Financial, Inc. | 2.45% | Add +0.6% | 199,487 | $26.1M |
| Beaumont Financial Advisors, LLC | 2.12% | Add +4.0% | 196,964 | $25.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1.7% | 195,109 | $25.5M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -20.0% | 194,646 | $25.4M |
| Moneta Group Investment Advisors LLC | 0.41% | Add +44.9% | 193,661 | $25.3M |
| Falcon Wealth Planning | 3.93% | Add +4.0% | 189,652 | $24.8M |
| Captrust Financial Advisors | 0.08% | Reduce -4.2% | 176,323 | $23.1M |
| Mariner, LLC | 0.05% | Reduce -7.8% | 169,038 | $22.1M |
| GHP Investment Advisors, Inc. | 1.09% | Reduce -0.4% | 168,156 | $22.0M |
| Stifel Financial Corp. | 0.02% | Reduce -16.6% | 162,324 | $21.2M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -7.8% | 162,281 | $21.2M |
| Heartwood Wealth Advisors LLC | 2.60% | New | 161,684 | $21.1M |
| World Investment Advisors | 2.94% | Add +666.1% | 157,238 | $20.6M |
| Truist Financial Corp. | 0.03% | Reduce -2.0% | 152,225 | $19.9M |
| Raymond James & Associates | 0.01% | Reduce -2.0% | 146,093 | $19.1M |
| Focus Partners Wealth | 0.15% | Add +82.0% | 144,205 | $18.9M |
| Cetera Investment Advisers | 0.04% | Add +120.2% | 142,905 | $18.7M |
| Correct Capital Wealth Management | 4.20% | Reduce -0.9% | 138,983 | $18.2M |
| Lido Advisors, LLC | 0.16% | Add +239.5% | 137,781 | $18.0M |
| Avantax Advisory Services, Inc. | 0.15% | Add +24.5% | 128,917 | $16.9M |
| Bank of New York Mellon Corp | 0.00% | Add +161.4% | 128,631 | $16.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -72.6% | 125,623 | $16.4M |
| Schneider Downs Wealth Management Advisors, LP | 3.51% | Add +7.9% | 116,344 | $15.2M |
| Osaic Holdings, Inc. | 0.03% | Add +2.1% | 114,539 | $15.0M |
| Corient Private Wealth LP | 0.03% | Reduce -0.7% | 114,179 | $14.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.92% | Reduce -0.8% | 110,695 | $14.5M |
| Pinnacle Financial Partners Inc | 0.31% | Add +4.0% | 110,307 | $14.4M |
| Sterling Financial Planning, Inc. | 5.75% | Add +0.2% | 108,464 | $14.2M |
| Salomon & Ludwin, LLC | 1.21% | Reduce -2.2% | 107,573 | $14.1M |
| Probity Advisors, Inc. | 2.80% | Reduce -0.2% | 103,543 | $13.5M |
| Palisades Hudson Asset Management, L.P. | 6.08% | Reduce -1.6% | 102,189 | $13.4M |
| US Bancorp \de | 0.02% | Reduce -3.4% | 101,391 | $13.3M |
| RTD Financial Advisors, Inc. | 1.77% | Add +1.6% | 100,473 | $13.1M |
| Texas Yale Capital Corp. | 0.56% | No change | 95,791 | $12.5M |
| M Holdings Securities, Inc. | 1.93% | Add +6.4% | 87,630 | $11.5M |
| Jones Financial Companies LLLP | 0.02% | Reduce -0.1% | 85,775 | $11.2M |
| Keybank National Association | 0.04% | Reduce -7.1% | 82,330 | $10.8M |
| Savant Capital, LLC | 0.12% | Reduce -9.4% | 79,746 | $10.4M |
| Capital Advisors, Ltd. LLC | 1.36% | Add +2.5% | 79,621 | $10.4M |
| MAI Capital Management | 0.11% | Add +4.9% | 77,655 | $10.2M |
| Creative Planning | 0.01% | Reduce -0.2% | 76,896 | $10.1M |
| UMB Bank, n.a. | 0.15% | Reduce -1.9% | 73,633 | $9.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +2.1% | 71,365 | $9.3M |
| Rodgers & Associates, LTD | 1.19% | Reduce -3.0% | 70,743 | $9.2M |
| Fifth Third Bancorp | 0.04% | Add +0.6% | 70,404 | $9.2M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +12.0% | 70,005 | $9.2M |
| Franklin Resources Inc. | 0.00% | Add +6.7% | 67,993 | $8.9M |
| Pittenger & Anderson Inc. | 0.35% | Add +20.7% | 65,700 | $8.6M |
| Equitable Holdings, Inc. | 0.10% | Add +7.6% | 64,593 | $8.4M |
| SOA Wealth Advisors, LLC. | 1.71% | Reduce -3.6% | 63,084 | $8.2M |
| Prospera Financial Services Inc | 0.24% | Reduce -2.4% | 62,264 | $8.1M |
| Cassaday & Co Wealth Management LLC | 0.26% | Reduce -0.9% | 61,705 | $8.1M |
| Etfidea, LLC | 2.66% | Add +0.9% | 59,705 | $7.8M |
| MML Investors Services, LLC | 0.03% | Add +3.1% | 58,958 | $7.7M |
| Regions Financial Corp. | 0.06% | Reduce -2.8% | 58,889 | $7.7M |
| Ifrah Financial Services, Inc. | 2.01% | Add +1.4% | 54,859 | $7.2M |
| Chicago Partners Investment Group LLC | 0.30% | Reduce -0.4% | 56,880 | $7.2M |
| Wilmington Savings Fund Society, FSB | 0.27% | — | 54,545 | $7.1M |
| Stratos Wealth Advisors, LLC | 0.42% | Add +7.0% | 54,454 | $7.1M |
| Sigma Planning Corp | 0.22% | Add +162.8% | 54,295 | $7.1M |
| Polianta Ltd | 3.45% | New | 54,200 | $7.1M |
| Newton One Investments LLC | 3.09% | Add +2.8% | 53,820 | $7.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.5% | 53,527 | $7.0M |
| Cottage Street Advisors LLC | 4.08% | Reduce -0.2% | 51,676 | $6.8M |
| Mill Creek Capital Advisors, LLC | 0.18% | No change | 51,025 | $6.7M |
| Councilor Wealth, LLC | 3.23% | Reduce -9.8% | 49,408 | $6.5M |
| Centerpoint Advisors, LLC | 2.41% | Reduce -3.1% | 49,245 | $6.4M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +3.6% | 48,435 | $6.3M |
| Jmac Enterprises LLC | 1.17% | Add +2.5% | 48,184 | $6.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.6% | 47,381 | $6.2M |
| J.W. Cole Advisors, Inc. | 0.30% | Add +150.7% | 45,663 | $6.0M |
| JFS Wealth Advisors, LLC | 0.47% | Add +24.8% | 45,618 | $6.0M |
| Great Lakes Advisors, LLC | 0.05% | Add +0.6% | 45,133 | $5.9M |
| Comerica Bank | 0.02% | Add +7.6% | 43,513 | $5.7M |
| Alaska Permanent Fund Corp | 0.08% | Reduce -86.0% | 41,459 | $5.4M |
| Clayton Financial Group LLC | 2.40% | Reduce -1.2% | 40,421 | $5.3M |
| Bokf, NA | 0.10% | Reduce -1.5% | 40,547 | $5.3M |
| Level Four Advisory Services, LLC | 0.29% | No change | 41,782 | $5.2M |
| Inspire Trust Co, N.A. | 2.90% | Add +61.2% | 39,663 | $5.2M |
| Bank of Montreal | 0.00% | Reduce -2.7% | 39,336 | $5.1M |
| Asset Management Group, Inc. | 0.78% | Reduce -0.1% | 39,360 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | Add +21.0% | 39,209 | $5.1M |
"% 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.