iShares S&P Small-Cap 600 GRIJTETF
13F holders, Q2 2024 (June 30)685holders +7
51new positions
38sold out
3famous investors
$127.72avg. 13F price*
At the end of Q2 2024, 685 institutions reported holding iShares S&P Small-Cap 600 GR (IJT) in their 13F filings, up 7 from Q1 2024. 51 opened new positions and 38 sold out. The largest holders were Morgan Stanley ($400.3M), Bank of America Corp. ($235.2M) and FMR LLC ($172.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $76.0M |
| Exits | 38 | $38.1M |
All 13F filers, Q1 2024 → Q2 2024: 1,470,945 shares bought and 931,620 shares sold, net +539,325 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 685 holders
| Morgan Stanley | 0.03% | Reduce -2.5% | 3,116,625 | $400.3M |
| Bank of America Corp. | 0.02% | Reduce -0.4% | 1,831,115 | $235.2M |
| FMR LLC | 0.01% | Add +0.2% | 1,340,695 | $172.2M |
| Wells Fargo & Company | 0.04% | Reduce -2.3% | 1,181,796 | $151.8M |
| UBS Group AG | 0.04% | Add +1.4% | 1,132,621 | $145.5M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -5.7% | 1,042,600 | $133.9M |
| LPL Financial LLC | 0.05% | Add +1.6% | 781,445 | $100.4M |
| M&T Bank Corp | 0.22% | Reduce -3.2% | 495,745 | $63.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -6.2% | 479,605 | $61.5M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +5.0% | 463,739 | $59.6M |
| Glenmede Trust Co. NA | 0.25% | Add +1.4% | 384,460 | $49.4M |
| Commonwealth Equity Services, LLC | 0.08% | Add +3.0% | 378,067 | $48.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.9% | 361,320 | $46.4M |
| Royal Bank of Canada | 0.01% | Reduce -0.8% | 356,196 | $45.7M |
| One Capital Management, LLC | 1.43% | Add +0.4% | 326,869 | $42.0M |
| HighTower Advisors, LLC | 0.06% | Add +7.9% | 312,282 | $40.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.3% | 304,255 | $39.1M |
| Focus Partners Wealth | 0.12% | Add +99.9% | 288,226 | $37.0M |
| Cerity Partners LLC | 0.09% | Add +1.3% | 262,367 | $33.7M |
| Falcon Wealth Planning | 3.37% | Add +6.6% | 202,147 | $26.0M |
| SPC Financial, Inc. | 2.38% | Add +0.3% | 200,020 | $25.7M |
| Oppenheimer Asset Management Inc. | 0.33% | New | 199,301 | $25.6M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1.3% | 197,577 | $25.4M |
| Beaumont Financial Advisors, LLC | 2.00% | Reduce -1.1% | 194,877 | $25.0M |
| Captrust Financial Advisors | 0.08% | Add +10.2% | 194,298 | $25.0M |
| Moneta Group Investment Advisors LLC | 0.39% | Reduce -1.4% | 190,994 | $24.5M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -2.6% | 189,559 | $24.3M |
| Mariner, LLC | 0.04% | Add +4.5% | 176,573 | $22.7M |
| GHP Investment Advisors, Inc. | 1.07% | Reduce -0.7% | 167,052 | $21.5M |
| Heartwood Wealth Advisors LLC | 2.50% | Add +0.8% | 163,052 | $20.9M |
| Stifel Financial Corp. | 0.02% | Reduce -4.1% | 155,631 | $20.0M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -4.2% | 155,469 | $20.0M |
| Truist Financial Corp. | 0.03% | Add +1.3% | 154,181 | $19.8M |
| World Investment Advisors | 1.23% | Add +43.6% | 225,871 | $19.7M |
| Avantax Advisory Services, Inc. | 0.14% | Add +16.9% | 150,766 | $19.4M |
| Raymond James & Associates | 0.01% | Reduce -0.3% | 145,637 | $18.7M |
| Lido Advisors, LLC | 0.15% | Add +5.1% | 144,791 | $18.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 127,426 | $16.4M |
| Schneider Downs Wealth Management Advisors, LP | 3.46% | Add +4.1% | 121,064 | $15.5M |
| Cetera Investment Advisers | 0.03% | Reduce -17.5% | 117,915 | $15.1M |
| Corient Private Wealth LP | 0.03% | Add +3.0% | 117,551 | $15.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -11.9% | 110,651 | $14.2M |
| Sterling Financial Planning, Inc. | 5.73% | Add +1.3% | 109,915 | $14.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.82% | Reduce -1.6% | 108,971 | $14.0M |
| Pinnacle Financial Partners Inc | 0.30% | Reduce -1.6% | 108,600 | $14.0M |
| Jones Financial Companies LLLP | 0.02% | Add +24.1% | 106,421 | $13.7M |
| Keebeck Wealth Management | 1.96% | New | 104,044 | $13.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -10.1% | 102,937 | $13.2M |
| Palisades Hudson Asset Management, L.P. | 6.02% | Reduce -0.1% | 102,047 | $13.1M |
| Probity Advisors, Inc. | 2.71% | Reduce -1.5% | 101,989 | $13.1M |
| RTD Financial Advisors, Inc. | 1.74% | Add +0.1% | 100,534 | $12.9M |
| US Bancorp \de | 0.02% | Reduce -1.8% | 99,597 | $12.8M |
| Texas Yale Capital Corp. | 0.58% | Reduce -0.5% | 95,321 | $12.2M |
| Keybank National Association | 0.04% | Reduce -0.3% | 82,127 | $10.5M |
| MAI Capital Management | 0.10% | Add +3.0% | 80,026 | $10.3M |
| Salomon & Ludwin, LLC | 1.15% | Reduce -25.7% | 79,914 | $10.3M |
| IFP Advisors, Inc | 0.40% | Add +1520.8% | 78,592 | $10.1M |
| Capital Advisors, Ltd. LLC | 1.30% | Reduce -1.7% | 78,258 | $10.1M |
| Creative Planning | 0.01% | Reduce -1.3% | 75,916 | $9.7M |
| Dumont & Blake Investment Advisors LLC | 1.34% | Add +102.9% | 73,882 | $9.5M |
| Equitable Holdings, Inc. | 0.10% | Add +13.8% | 73,516 | $9.4M |
| Savant Capital, LLC | 0.09% | Reduce -8.1% | 73,329 | $9.4M |
| Fifth Third Bancorp | 0.03% | Reduce -1.1% | 69,598 | $8.9M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -1.6% | 68,875 | $8.8M |
| Rodgers & Associates, LTD | 1.13% | Reduce -3.0% | 68,623 | $8.8M |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 68,181 | $8.8M |
| UMB Bank, n.a. | 0.14% | Reduce -9.9% | 66,345 | $8.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -8.3% | 65,454 | $8.4M |
| Stratos Wealth Advisors, LLC | 0.40% | Add +16.9% | 63,633 | $8.2M |
| Pittenger & Anderson Inc. | 0.33% | Reduce -3.4% | 63,450 | $8.1M |
| Chicago Partners Investment Group LLC | 0.31% | Add +0.8% | 57,330 | $8.0M |
| Prospera Financial Services Inc | 0.22% | Reduce -0.2% | 62,158 | $8.0M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +63.3% | 61,585 | $7.9M |
| Cassaday & Co Wealth Management LLC | 0.25% | Reduce -0.3% | 61,548 | $7.9M |
| Etfidea, LLC | 2.63% | Add +1.3% | 60,493 | $7.8M |
| SOA Wealth Advisors, LLC. | 1.54% | Reduce -5.2% | 59,797 | $7.7M |
| Cordatus Wealth Management LLC | 2.69% | New | 55,902 | $7.2M |
| MML Investors Services, LLC | 0.03% | Reduce -6.1% | 55,337 | $7.1M |
| Newton One Investments LLC | 3.00% | Add +0.7% | 54,205 | $7.0M |
| Ifrah Financial Services, Inc. | 1.96% | Reduce -1.6% | 53,964 | $6.9M |
| Polianta Ltd | 3.48% | Reduce -1.3% | 53,500 | $6.9M |
| Sigma Planning Corp | 0.22% | Reduce -1.5% | 53,491 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.8% | 53,104 | $6.8M |
| Wilmington Savings Fund Society, FSB | 0.26% | Reduce -2.8% | 53,024 | $6.8M |
| Compound Planning, Inc. | 0.50% | Add +62.5% | 52,924 | $6.8M |
| Inspire Trust Co, N.A. | 2.23% | Add +32.8% | 52,663 | $6.8M |
| Regions Financial Corp. | 0.05% | Reduce -11.5% | 52,091 | $6.7M |
| Kestra Advisory Services, LLC | 0.04% | Add +36.7% | 53,168 | $6.7M |
| Mill Creek Capital Advisors, LLC | 0.17% | No change | 51,025 | $6.6M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +5.1% | 50,911 | $6.5M |
| Azimuth Capital Investment Management LLC | 0.26% | New | 50,705 | $6.5M |
| Jmac Enterprises LLC | 1.10% | Add +1.3% | 48,818 | $6.3M |
| Cottage Street Advisors LLC | 3.68% | Reduce -6.0% | 48,566 | $6.2M |
| Centerpoint Advisors, LLC | 2.24% | Reduce -1.6% | 48,431 | $6.2M |
| JFS Wealth Advisors, LLC | 0.49% | Add +5.2% | 48,007 | $6.2M |
| Baird Financial Group, Inc. | 0.01% | Add +0.6% | 47,646 | $6.1M |
| J.W. Cole Advisors, Inc. | 0.28% | Add +0.2% | 45,749 | $5.9M |
| Alaska Permanent Fund Corp | 0.09% | No change | 41,459 | $5.9M |
| Great Lakes Advisors, LLC | 0.05% | Reduce -0.5% | 44,898 | $5.8M |
| Councilor Wealth, LLC | 2.85% | Reduce -12.8% | 43,057 | $5.5M |
"% 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.