iShares S&P Small-Cap 600 GRIJTETF
13F holders, Q3 2024 (September 30)703holders +18
53new positions
39sold out
$124.87avg. 13F price*
At the end of Q3 2024, 703 institutions reported holding iShares S&P Small-Cap 600 GR (IJT) in their 13F filings, up 18 from Q2 2024. 53 opened new positions and 39 sold out. The largest holders were Morgan Stanley ($446.0M), Bank of America Corp. ($260.3M) and FMR LLC ($187.3M).
- Company
- iShares S&P Small-Cap 600 GR
- CUSIP
- 464287887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $252.1M |
| Exits | 39 | $25.0M |
All 13F filers, Q2 2024 → Q3 2024: 5,859,998 shares bought and 1,135,378 shares sold, net +4,724,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 703 holders
| Morgan Stanley | 0.03% | Add +2.6% | 3,197,460 | $446.0M |
| Bank of America Corp. | 0.02% | Add +1.9% | 1,865,950 | $260.3M |
| FMR LLC | 0.01% | Add +0.1% | 1,342,703 | $187.3M |
| Wells Fargo & Company | 0.04% | Reduce -2.3% | 1,155,031 | $161.1M |
| UBS Group AG | 0.04% | Add +0.2% | 1,135,186 | $158.3M |
| Dynasty Wealth Management, LLC | 4.66% | New | 4,354,688 | $154.2M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -2.2% | 1,019,800 | $142.3M |
| LPL Financial LLC | 0.05% | Add +10.5% | 863,752 | $120.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +28.8% | 597,339 | $83.3M |
| Ameriprise Financial Inc. | 0.02% | Add +2.4% | 490,977 | $68.6M |
| M&T Bank Corp | 0.23% | Reduce -0.9% | 491,108 | $68.5M |
| Commonwealth Equity Services, LLC | 0.09% | Add +6.8% | 403,693 | $56.3M |
| Glenmede Trust Co. NA | 0.25% | Reduce -0.7% | 381,829 | $53.3M |
| Royal Bank of Canada | 0.01% | Add +4.7% | 372,836 | $52.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.4% | 345,481 | $48.2M |
| One Capital Management, LLC | 1.53% | Add +5.0% | 343,094 | $47.9M |
| HighTower Advisors, LLC | 0.07% | Add +5.6% | 329,721 | $46.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.2% | 303,753 | $42.4M |
| Cerity Partners LLC | 0.09% | Add +6.1% | 278,281 | $38.8M |
| Falcon Wealth Planning | 3.65% | Add +10.3% | 222,889 | $31.1M |
| Oppenheimer Asset Management Inc. | 0.33% | Reduce -1.6% | 196,221 | $27.4M |
| Moneta Group Investment Advisors LLC | 0.39% | Add +2.1% | 194,963 | $27.2M |
| Captrust Financial Advisors | 0.08% | Add +0.3% | 194,946 | $27.2M |
| SPC Financial, Inc. | 2.37% | Reduce -3.5% | 193,020 | $26.9M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -2.8% | 192,024 | $26.8M |
| Beaumont Financial Advisors, LLC | 2.09% | Reduce -1.8% | 191,436 | $26.7M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +0.0% | 189,589 | $26.4M |
| Royal Fund Management, LLC | 1.76% | New | 178,899 | $25.0M |
| Heartwood Wealth Advisors LLC | 2.64% | Add +4.8% | 170,804 | $23.8M |
| Mariner, LLC | 0.04% | Reduce -4.4% | 168,847 | $23.6M |
| GHP Investment Advisors, Inc. | 1.06% | Reduce -1.1% | 165,290 | $23.1M |
| Avantax Advisory Services, Inc. | 0.15% | Add +7.9% | 162,666 | $22.7M |
| Christopher J. Hasenberg, Inc | 9.34% | New | 164,644 | $22.6M |
| Stifel Financial Corp. | 0.02% | Add +3.0% | 160,326 | $22.4M |
| United Capital Financial Advisors, LLC | 0.18% | Reduce -0.3% | 154,993 | $21.6M |
| Truist Financial Corp. | 0.03% | Reduce -3.3% | 149,100 | $20.8M |
| Raymond James & Associates | 0.01% | Add +1.3% | 147,582 | $20.6M |
| Lido Advisors, LLC | 0.15% | Reduce -5.2% | 137,273 | $19.1M |
| Schneider Downs Wealth Management Advisors, LP | 3.66% | Add +5.8% | 128,078 | $17.9M |
| Corient Private Wealth LP | 0.03% | Add +6.6% | 125,257 | $17.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.5% | 124,195 | $17.3M |
| Jones Financial Companies LLLP | 0.02% | Add +11.0% | 118,090 | $16.4M |
| Cetera Investment Advisers | 0.04% | Reduce -0.8% | 117,002 | $16.3M |
| Sterling Financial Planning, Inc. | 5.83% | Add +3.1% | 113,280 | $15.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.83% | Add +0.9% | 109,907 | $15.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.4% | 109,140 | $15.2M |
| Pinnacle Financial Partners Inc | 0.31% | Add +0.3% | 108,953 | $15.2M |
| Keebeck Wealth Management | 2.11% | Add +0.5% | 104,588 | $14.6M |
| Pinkerton Wealth, LLC | 2.09% | New | 103,007 | $14.4M |
| Probity Advisors, Inc. | 2.72% | Reduce -0.2% | 101,824 | $14.2M |
| Osaic Holdings, Inc. | 0.03% | Reduce -1.6% | 101,279 | $14.1M |
| RTD Financial Advisors, Inc. | 1.79% | Add +0.8% | 101,329 | $14.1M |
| Palisades Hudson Asset Management, L.P. | 5.93% | Reduce -1.2% | 100,832 | $14.1M |
| US Bancorp \de | 0.02% | Reduce -0.4% | 99,176 | $13.8M |
| Keybank National Association | 0.05% | Add +18.3% | 97,148 | $13.6M |
| Texas Yale Capital Corp. | 0.58% | Add +0.5% | 95,810 | $13.4M |
| IFP Advisors, Inc | 0.42% | Add +7.3% | 84,288 | $11.8M |
| MAI Capital Management | 0.11% | Reduce -0.3% | 79,755 | $11.1M |
| Focus Partners Wealth | 0.03% | Reduce -72.8% | 78,256 | $10.9M |
| Creative Planning | 0.01% | Reduce -1.2% | 74,993 | $10.5M |
| Salomon & Ludwin, LLC | 1.04% | Reduce -8.0% | 73,527 | $10.3M |
| Capital Advisors, Ltd. LLC | 1.26% | Reduce -7.0% | 72,791 | $10.2M |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 68,579 | $9.6M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -0.3% | 68,656 | $9.6M |
| Fifth Third Bancorp | 0.03% | Reduce -1.8% | 68,331 | $9.5M |
| Equitable Holdings, Inc. | 0.09% | Reduce -7.1% | 68,309 | $9.5M |
| Rodgers & Associates, LTD | 1.13% | Reduce -1.2% | 67,769 | $9.5M |
| Stratos Wealth Advisors, LLC | 0.43% | Add +6.5% | 67,752 | $9.5M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +32.5% | 67,440 | $9.4M |
| Atria Wealth Solutions, Inc. | 0.10% | Add +9.3% | 67,318 | $9.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.1% | 64,699 | $9.0M |
| UMB Bank, n.a. | 0.14% | Reduce -3.6% | 63,969 | $8.9M |
| Riggs Asset Managment Co. Inc. | 2.43% | New | 63,709 | $8.9M |
| Pittenger & Anderson Inc. | 0.33% | No change | 63,450 | $8.9M |
| Cassaday & Co Wealth Management LLC | 0.24% | Reduce -0.5% | 61,214 | $8.5M |
| Etfidea, LLC | 2.66% | Reduce -0.4% | 60,270 | $8.4M |
| Savant Capital, LLC | 0.07% | Reduce -20.1% | 58,604 | $8.2M |
| SOA Wealth Advisors, LLC. | 1.56% | Reduce -2.2% | 58,464 | $8.2M |
| Brown Advisory Inc. | 0.01% | Add +459.2% | 56,036 | $7.8M |
| Inspire Trust Co, N.A. | 2.14% | Add +5.7% | 55,663 | $7.8M |
| MML Investors Services, LLC | 0.03% | Add +0.6% | 55,662 | $7.8M |
| Chicago Partners Investment Group LLC | 0.27% | Reduce -1.5% | 56,471 | $7.7M |
| Newton One Investments LLC | 3.05% | Add +0.7% | 54,572 | $7.6M |
| Sigma Planning Corp | 0.23% | Add +1.2% | 54,139 | $7.6M |
| Ifrah Financial Services, Inc. | 2.01% | Reduce -1.0% | 53,404 | $7.4M |
| Wilmington Savings Fund Society, FSB | 0.13% | Add +0.5% | 53,268 | $7.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.1% | 53,152 | $7.4M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -2.4% | 51,897 | $7.2M |
| Regions Financial Corp. | 0.05% | Reduce -1.0% | 51,583 | $7.2M |
| JFS Wealth Advisors, LLC | 0.48% | Add +6.5% | 51,145 | $7.1M |
| Jmac Enterprises LLC | 1.10% | Add +1.1% | 49,364 | $6.9M |
| Azimuth Capital Investment Management LLC | 0.26% | Reduce -4.1% | 48,638 | $6.8M |
| Cottage Street Advisors LLC | 3.69% | Add +0.0% | 48,569 | $6.8M |
| Baird Financial Group, Inc. | 0.01% | Add +1.4% | 48,317 | $6.7M |
| Centerpoint Advisors, LLC | 2.27% | Reduce -3.5% | 46,747 | $6.5M |
| J.W. Cole Advisors, Inc. | 0.27% | Add +1.2% | 46,299 | $6.5M |
| Lake Street Private Wealth, LLC | 1.03% | Add +67.1% | 45,588 | $6.4M |
| Level Four Advisory Services, LLC | 0.27% | Add +9.4% | 47,036 | $6.3M |
| Great Lakes Advisors, LLC | 0.05% | Add +0.7% | 45,215 | $6.3M |
| Gemmer Asset Management LLC | 0.62% | New | 44,241 | $6.2M |
"% 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.