iShares S&P Small-Cap 600 GRIJTETF
13F holders, Q4 2024 (December 31)753holders +50
56new positions
38sold out
3famous investors
$135.43avg. 13F price*
At the end of Q4 2024, 753 institutions reported holding iShares S&P Small-Cap 600 GR (IJT) in their 13F filings, up 50 from Q3 2024. 56 opened new positions and 38 sold out. The largest holders were Morgan Stanley ($431.9M), Bank of America Corp. ($259.8M) and FMR LLC ($183.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $62.5M |
| Exits | 38 | $206.4M |
All 13F filers, Q3 2024 → Q4 2024: 2,206,491 shares bought and 5,527,289 shares sold, net −3,320,798 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 753 holders
| Morgan Stanley | 0.03% | Reduce -0.2% | 3,190,507 | $431.9M |
| Bank of America Corp. | 0.02% | Add +2.9% | 1,919,434 | $259.8M |
| FMR LLC | 0.01% | Add +0.9% | 1,355,351 | $183.5M |
| Wells Fargo & Company | 0.04% | Add +8.1% | 1,248,807 | $169.1M |
| UBS Group AG | 0.04% | Add +1.5% | 1,152,043 | $156.0M |
| PNC Financial Services Group, Inc. | 0.09% | Add +0.3% | 1,023,028 | $138.5M |
| LPL Financial LLC | 0.05% | Reduce -2.4% | 842,916 | $114.1M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +18.2% | 705,973 | $95.6M |
| Ameriprise Financial Inc. | 0.02% | Add +4.4% | 512,470 | $69.4M |
| Commonwealth Equity Services, LLC | 0.10% | Add +21.1% | 488,656 | $66.1M |
| M&T Bank Corp | 0.21% | Reduce -4.6% | 468,485 | $63.4M |
| JPMorgan Chase & Co. | 0.00% | Add +23.4% | 426,367 | $57.7M |
| Royal Bank of Canada | 0.01% | Add +6.4% | 396,754 | $53.7M |
| Raymond James Financial Inc. | 0.02% | — | 388,154 | $52.5M |
| Glenmede Trust Co. NA | 0.25% | Reduce -4.2% | 365,881 | $49.5M |
| HighTower Advisors, LLC | 0.07% | Add +7.2% | 353,361 | $47.8M |
| One Capital Management, LLC | 1.46% | Reduce -4.8% | 326,766 | $44.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.2% | 322,548 | $43.7M |
| Cerity Partners LLC | 0.08% | Add +0.8% | 280,440 | $38.0M |
| Brown Advisory Inc. | 0.04% | Add +353.0% | 253,823 | $34.4M |
| Beaumont Financial Advisors, LLC | 2.44% | Add +25.3% | 239,852 | $32.5M |
| Essential Planning, LLC. | 0.21% | Add +6396.5% | 225,170 | $31.9M |
| Falcon Wealth Planning | 3.50% | Add +4.0% | 231,691 | $31.4M |
| Oppenheimer Asset Management Inc. | 0.33% | Add +2.3% | 200,631 | $27.2M |
| SPC Financial, Inc. | 2.33% | Add +2.3% | 197,390 | $26.7M |
| Captrust Financial Advisors | 0.08% | Add +0.5% | 195,831 | $26.5M |
| Moneta Group Investment Advisors LLC | 0.37% | Reduce -0.4% | 194,250 | $26.3M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1.0% | 194,026 | $26.3M |
| Heartwood Wealth Advisors LLC | 2.63% | Add +1.0% | 172,490 | $23.3M |
| Avantax Advisory Services, Inc. | 0.14% | Add +4.0% | 169,119 | $22.9M |
| Mariner, LLC | 0.04% | Reduce -0.5% | 167,934 | $22.7M |
| GHP Investment Advisors, Inc. | 1.04% | Reduce -0.7% | 164,142 | $22.2M |
| Schneider Downs Wealth Management Advisors, LP | 4.15% | Add +27.3% | 163,028 | $22.1M |
| Stifel Financial Corp. | 0.02% | Reduce -1.4% | 158,117 | $21.4M |
| Truist Financial Corp. | 0.03% | Add +3.7% | 154,619 | $20.9M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -2.1% | 151,792 | $20.5M |
| Focus Partners Wealth | 0.05% | Add +89.6% | 148,377 | $20.1M |
| World Investment Advisors | 0.55% | Add +1134.8% | 147,211 | $19.9M |
| Jones Financial Companies LLLP | 0.02% | Add +19.5% | 141,122 | $19.1M |
| Osaic Holdings, Inc. | 0.04% | Add +31.1% | 132,792 | $18.0M |
| Cetera Investment Advisers | 0.03% | Add +2.9% | 120,381 | $16.3M |
| Pinnacle Financial Partners Inc | 0.32% | Add +7.3% | 116,881 | $15.9M |
| Corient Private Wealth LP | 0.03% | Reduce -7.4% | 115,942 | $15.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.80% | Add +3.1% | 113,345 | $15.3M |
| Sterling Financial Planning, Inc. | 5.60% | Reduce -0.8% | 112,378 | $15.2M |
| Creative Planning | 0.01% | Add +37.5% | 103,090 | $14.0M |
| RTD Financial Advisors, Inc. | 1.79% | Add +1.6% | 102,982 | $13.9M |
| Matauro, LLC | 2.96% | — | 101,010 | $13.7M |
| Probity Advisors, Inc. | 2.60% | Reduce -2.1% | 99,691 | $13.5M |
| Palisades Hudson Asset Management, L.P. | 5.65% | Reduce -1.8% | 99,011 | $13.4M |
| Texas Yale Capital Corp. | 0.52% | Add +0.1% | 95,910 | $13.0M |
| Keybank National Association | 0.05% | Reduce -1.7% | 95,508 | $12.9M |
| M Holdings Securities, Inc. | 2.07% | New | 94,646 | $12.8M |
| MAI Capital Management | 0.09% | Add +17.4% | 93,638 | $12.7M |
| Lido Advisors, LLC | 0.08% | Reduce -32.3% | 92,950 | $12.6M |
| IFP Advisors, Inc | 0.39% | Add +3.9% | 87,550 | $11.9M |
| US Bancorp \de | 0.02% | Reduce -13.5% | 85,812 | $11.6M |
| Atria Wealth Solutions, Inc. | 0.12% | Add +22.3% | 82,315 | $11.1M |
| Kestra Private Wealth Services, LLC | 0.18% | Add +13.3% | 76,405 | $10.3M |
| Equitable Holdings, Inc. | 0.10% | Add +9.8% | 74,970 | $10.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -31.5% | 74,712 | $10.1M |
| Stratos Wealth Advisors, LLC | 0.48% | Add +8.3% | 73,402 | $9.9M |
| Franklin Resources Inc. | 0.00% | Add +6.0% | 72,689 | $9.8M |
| Keebeck Wealth Management | 1.42% | Reduce -30.6% | 72,559 | $9.8M |
| Capital Advisors, Ltd. LLC | 1.24% | Reduce -0.5% | 72,412 | $9.8M |
| Salomon & Ludwin, LLC | 0.99% | Reduce -5.7% | 69,349 | $9.4M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -1.1% | 67,936 | $9.2M |
| Fifth Third Bancorp | 0.03% | Reduce -0.9% | 67,742 | $9.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +4.7% | 67,720 | $9.2M |
| Rodgers & Associates, LTD | 1.08% | Reduce -0.8% | 67,197 | $9.1M |
| Pittenger & Anderson Inc. | 0.31% | No change | 63,450 | $8.6M |
| Cassaday & Co Wealth Management LLC | 0.23% | Add +3.3% | 63,219 | $8.6M |
| UMB Bank, n.a. | 0.13% | Reduce -3.2% | 61,900 | $8.4M |
| Lake Street Private Wealth, LLC | 1.34% | Add +34.9% | 61,505 | $8.3M |
| Droms Strauss Advisors Inc. /Mo/ | 2.59% | New | 58,594 | $7.9M |
| Bedell Frazier Investment Counselling, LLC | 1.95% | New | 58,158 | $7.9M |
| MML Investors Services, LLC | 0.03% | Add +3.5% | 57,624 | $7.8M |
| SOA Wealth Advisors, LLC. | 1.43% | Reduce -1.8% | 57,407 | $7.8M |
| Kestra Advisory Services, LLC | 0.04% | Add +8.0% | 56,022 | $7.6M |
| Regions Financial Corp. | 0.06% | Add +8.0% | 55,711 | $7.5M |
| Inspire Trust Co, N.A. | 1.93% | No change | 55,663 | $7.5M |
| JFS Wealth Advisors, LLC | 0.51% | Add +7.8% | 55,122 | $7.5M |
| Rovin Capital /Ut/ | 2.66% | Add +320.9% | 54,608 | $7.4M |
| Financial Advisors Network, Inc. | 1.22% | — | 54,292 | $7.3M |
| Sigma Planning Corp | 0.23% | Reduce -0.1% | 54,083 | $7.3M |
| Newton One Investments LLC | 2.81% | Reduce -1.4% | 53,835 | $7.3M |
| Ifrah Financial Services, Inc. | 1.99% | Reduce -0.4% | 53,167 | $7.2M |
| Wilmington Savings Fund Society, FSB | 0.13% | Reduce -1.6% | 52,421 | $7.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.7% | 52,240 | $7.1M |
| Jmac Enterprises LLC | 1.05% | Add +0.4% | 49,579 | $6.7M |
| Azimuth Capital Investment Management LLC | 0.26% | No change | 48,638 | $6.6M |
| Cottage Street Advisors LLC | 3.41% | Reduce -0.3% | 48,421 | $6.6M |
| J.W. Cole Advisors, Inc. | 0.26% | Add +2.5% | 47,432 | $6.4M |
| Citigroup Inc. | 0.01% | Add +41.8% | 46,694 | $6.3M |
| Clayton Financial Group LLC | 2.27% | Add +12.2% | 46,545 | $6.3M |
| Concurrent Investment Advisors, LLC | 0.17% | Add +7.4% | 45,973 | $6.2M |
| Centerpoint Advisors, LLC | 2.16% | Reduce -2.4% | 45,606 | $6.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -7.6% | 44,663 | $6.0M |
| Gemmer Asset Management LLC | 0.59% | No change | 44,241 | $6.0M |
| Savant Capital, LLC | 0.05% | Reduce -24.9% | 44,018 | $6.0M |
"% 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.