iShares S&P Small-Cap 600 GRIJTETF
13F holders, Q1 2025 (March 31)716holders −37
35new positions
68sold out
4famous investors
$124.48avg. 13F price*
At the end of Q1 2025, 716 institutions reported holding iShares S&P Small-Cap 600 GR (IJT) in their 13F filings, down 37 from Q4 2024. 35 opened new positions and 68 sold out. The largest holders were Morgan Stanley ($407.5M), Bank of America Corp. ($257.7M) and FMR LLC ($203.1M). 4 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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $17.4M |
| Exits | 68 | $43.9M |
All 13F filers, Q4 2024 → Q1 2025: 1,305,636 shares bought and 1,708,672 shares sold, net −403,036 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 716 holders
| Morgan Stanley | 0.03% | Add +2.6% | 3,272,932 | $407.5M |
| Bank of America Corp. | 0.02% | Add +7.8% | 2,069,627 | $257.7M |
| FMR LLC | 0.01% | Add +20.4% | 1,631,122 | $203.1M |
| Wells Fargo & Company | 0.04% | Reduce -2.2% | 1,221,718 | $152.1M |
| UBS Group AG | 0.03% | Reduce -3.5% | 1,111,372 | $138.4M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -1.9% | 1,003,844 | $125.0M |
| LPL Financial LLC | 0.04% | Add +5.5% | 889,343 | $110.7M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +13.5% | 801,556 | $99.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.4% | 510,437 | $63.4M |
| Commonwealth Equity Services, LLC | 0.09% | Add +3.2% | 504,285 | $62.8M |
| M&T Bank Corp | 0.20% | Reduce -4.7% | 446,620 | $55.6M |
| JPMorgan Chase & Co. | 0.00% | Add +3.3% | 440,450 | $54.8M |
| Royal Bank of Canada | 0.01% | Reduce -8.5% | 362,855 | $45.2M |
| HighTower Advisors, LLC | 0.06% | Add +2.4% | 361,901 | $45.1M |
| Glenmede Trust Co. NA | 0.24% | Reduce -2.0% | 358,709 | $44.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -10.4% | 347,825 | $43.3M |
| One Capital Management, LLC | 1.30% | Reduce -5.6% | 308,506 | $38.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.8% | 300,711 | $37.4M |
| Brown Advisory Inc. | 0.05% | Add +16.8% | 296,371 | $36.9M |
| Cerity Partners LLC | 0.07% | Add +4.0% | 291,617 | $36.3M |
| Beaumont Financial Advisors, LLC | 2.36% | Add +0.9% | 242,047 | $30.1M |
| SPC Financial, Inc. | 2.20% | Add +1.6% | 200,628 | $25.0M |
| Captrust Financial Advisors | 0.06% | Add +0.6% | 196,917 | $24.5M |
| Oppenheimer Asset Management Inc. | 0.30% | Reduce -2.0% | 196,672 | $24.5M |
| Moneta Group Investment Advisors LLC | 0.34% | Add +0.7% | 195,597 | $24.4M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -1.2% | 191,734 | $23.9M |
| Schneider Downs Wealth Management Advisors, LP | 4.22% | Add +14.7% | 186,965 | $23.3M |
| Avantax Advisory Services, Inc. | 0.13% | Add +2.8% | 173,877 | $21.6M |
| Heartwood Wealth Advisors LLC | 2.36% | Reduce -3.7% | 166,044 | $20.7M |
| GHP Investment Advisors, Inc. | 0.97% | Reduce -1.5% | 161,730 | $20.1M |
| Jones Financial Companies LLLP | 0.02% | Add +13.6% | 160,256 | $19.8M |
| Mariner, LLC | 0.03% | Reduce -5.5% | 158,687 | $19.8M |
| Osaic Holdings, Inc. | 0.04% | Add +19.3% | 158,393 | $19.7M |
| Falcon Wealth Planning | 2.15% | Reduce -32.9% | 155,439 | $19.4M |
| Focus Partners Wealth | 0.05% | Add +1.7% | 150,854 | $18.8M |
| United Capital Financial Advisors, LLC | 0.16% | Reduce -2.6% | 147,766 | $18.4M |
| Stifel Financial Corp. | 0.02% | Reduce -6.9% | 147,249 | $18.3M |
| Pinnacle Financial Partners Inc | 0.32% | Add +7.4% | 125,582 | $15.8M |
| Truist Financial Corp. | 0.03% | Reduce -18.8% | 125,601 | $15.6M |
| Cetera Investment Advisers | 0.03% | Add +2.2% | 123,018 | $15.3M |
| Sterling Financial Planning, Inc. | 5.33% | Add +5.0% | 117,936 | $14.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.76% | Reduce -0.1% | 113,259 | $14.1M |
| Corient Private Wealth LP | 0.02% | Reduce -4.5% | 110,713 | $13.8M |
| Probity Advisors, Inc. | 2.46% | Add +3.1% | 102,808 | $12.8M |
| RTD Financial Advisors, Inc. | 1.70% | Reduce -1.1% | 101,844 | $12.7M |
| Creative Planning | 0.01% | Reduce -1.9% | 101,179 | $12.6M |
| M Holdings Securities, Inc. | 2.06% | Add +4.8% | 99,240 | $12.4M |
| Palisades Hudson Asset Management, L.P. | 5.42% | Reduce -3.1% | 95,901 | $11.9M |
| Texas Yale Capital Corp. | 0.49% | Reduce -0.3% | 95,610 | $11.9M |
| Keybank National Association | 0.05% | Reduce -0.4% | 95,093 | $11.8M |
| MAI Capital Management | 0.09% | Reduce -0.7% | 93,003 | $11.6M |
| IFP Advisors, Inc | 0.34% | Add +0.1% | 87,653 | $10.9M |
| Cassaday & Co Wealth Management LLC | 0.30% | Add +34.4% | 84,966 | $10.6M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +9.9% | 83,997 | $10.5M |
| Atria Wealth Solutions, Inc. | 0.12% | Add +0.3% | 82,570 | $10.3M |
| US Bancorp \de | 0.01% | Reduce -4.1% | 82,321 | $10.2M |
| Equitable Holdings, Inc. | 0.09% | Reduce -1.6% | 73,804 | $9.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.3% | 73,719 | $9.2M |
| Franklin Resources Inc. | 0.00% | Add +0.5% | 73,065 | $9.1M |
| Capital Advisors, Ltd. LLC | 1.15% | Reduce -3.6% | 69,817 | $8.7M |
| Rodgers & Associates, LTD | 1.05% | Add +2.9% | 69,170 | $8.6M |
| Salomon & Ludwin, LLC | 0.89% | Reduce -2.9% | 67,355 | $8.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -1.1% | 67,184 | $8.4M |
| Prospera Financial Services Inc | 0.19% | Add +1706.9% | 66,783 | $8.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -2.0% | 66,390 | $8.3M |
| Keebeck Wealth Management | 1.22% | Reduce -8.9% | 66,114 | $8.2M |
| Fifth Third Bancorp | 0.03% | Reduce -4.8% | 64,521 | $8.0M |
| Pittenger & Anderson Inc. | 0.29% | No change | 63,450 | $7.9M |
| Inspire Trust Co, N.A. | 1.87% | Add +13.2% | 63,000 | $7.8M |
| Lake Street Private Wealth, LLC | 1.28% | Add +1.9% | 62,673 | $7.8M |
| Cordatus Wealth Management LLC | 2.12% | New | 61,953 | $7.7M |
| Lido Advisors, LLC | 0.05% | Reduce -34.0% | 61,347 | $7.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +5.2% | 58,941 | $7.3M |
| UMB Bank, n.a. | 0.12% | Reduce -6.7% | 57,771 | $7.2M |
| Newton One Investments LLC | 2.57% | Add +7.1% | 57,661 | $7.2M |
| SOA Wealth Advisors, LLC. | 1.48% | Reduce -0.7% | 57,023 | $7.1M |
| Financial Advisors Network, Inc. | 1.13% | Add +0.9% | 54,793 | $6.8M |
| Regions Financial Corp. | 0.05% | Reduce -4.0% | 53,471 | $6.7M |
| Citigroup Inc. | 0.01% | Add +14.3% | 53,359 | $6.6M |
| Ifrah Financial Services, Inc. | 1.88% | Reduce -1.3% | 52,500 | $6.5M |
| JFS Wealth Advisors, LLC | 0.44% | Reduce -4.8% | 52,487 | $6.5M |
| MML Investors Services, LLC | 0.02% | Reduce -9.3% | 52,277 | $6.5M |
| Wilmington Savings Fund Society, FSB | 0.12% | Reduce -3.9% | 50,388 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.0% | 49,624 | $6.2M |
| Azimuth Capital Investment Management LLC | 0.24% | No change | 48,638 | $6.1M |
| Clayton Financial Group LLC | 2.18% | Add +2.8% | 47,855 | $6.0M |
| Cottage Street Advisors LLC | 2.97% | Reduce -1.6% | 47,623 | $5.9M |
| Sigma Planning Corp | 0.18% | Reduce -14.2% | 46,426 | $5.8M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +0.3% | 46,097 | $5.7M |
| NBT Bank, N.A. | 0.41% | Add +4.9% | 46,057 | $5.7M |
| Bokf, NA | 0.10% | Add +11.1% | 44,746 | $5.6M |
| Compound Planning, Inc. | 0.25% | Add +16.1% | 44,578 | $5.5M |
| Gemmer Asset Management LLC | 0.55% | No change | 44,241 | $5.5M |
| Centerpoint Advisors, LLC | 2.02% | Reduce -3.5% | 44,013 | $5.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 43,237 | $5.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.9% | 42,908 | $5.3M |
| Level Four Advisory Services, LLC | 0.22% | Add +0.4% | 42,550 | $5.3M |
| Chicago Partners Investment Group LLC | 0.17% | Add +0.7% | 42,277 | $5.2M |
| Councilor Wealth, LLC | 2.48% | Reduce -5.8% | 39,857 | $5.0M |
| MJT & Associates Financial Advisory Group, Inc. | 4.73% | — | 39,544 | $4.9M |
"% 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.