iShares S&P Small-Cap 600 GRIJTETF
13F holders, Q2 2025 (June 30)730holders +14
61new positions
45sold out
4famous investors
$133.09avg. 13F price*
At the end of Q2 2025, 730 institutions reported holding iShares S&P Small-Cap 600 GR (IJT) in their 13F filings, up 14 from Q1 2025. 61 opened new positions and 45 sold out. The largest holders were Morgan Stanley ($438.1M), Bank of America Corp. ($268.6M) and FMR LLC ($208.6M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $68.4M |
| Exits | 45 | $37.0M |
All 13F filers, Q1 2025 → Q2 2025: 1,398,107 shares bought and 1,846,344 shares sold, net −448,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 730 holders
| Morgan Stanley | 0.03% | Add +0.6% | 3,292,798 | $438.1M |
| Bank of America Corp. | 0.02% | Reduce -2.4% | 2,019,154 | $268.6M |
| FMR LLC | 0.01% | Reduce -3.9% | 1,567,873 | $208.6M |
| Wells Fargo & Company | 0.03% | Reduce -8.5% | 1,117,480 | $148.7M |
| UBS Group AG | 0.03% | Reduce -4.5% | 1,061,907 | $141.3M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -8.3% | 921,071 | $122.5M |
| LPL Financial LLC | 0.04% | Reduce -0.8% | 882,693 | $117.4M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +1.1% | 810,556 | $107.8M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -1.0% | 499,359 | $66.4M |
| Brown Advisory Inc. | 0.08% | Add +59.0% | 471,121 | $62.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -13.1% | 443,451 | $59.6M |
| M&T Bank Corp | 0.19% | Reduce -6.1% | 419,261 | $55.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.9% | 414,594 | $55.2M |
| Royal Bank of Canada | 0.01% | Add +2.3% | 371,280 | $49.4M |
| Raymond James Financial Inc. | 0.02% | Add +4.0% | 361,800 | $48.1M |
| Glenmede Investment Management, LP | 0.24% | — | 355,990 | $47.4M |
| HighTower Advisors, LLC | 0.06% | Reduce -4.7% | 344,820 | $45.9M |
| Cerity Partners LLC | 0.07% | Add +2.5% | 298,748 | $39.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.0% | 288,561 | $38.4M |
| Beaumont Financial Advisors, LLC | 2.24% | Reduce -4.0% | 232,439 | $30.9M |
| Moneta Group Investment Advisors LLC | 0.35% | Add +12.5% | 220,049 | $29.3M |
| SPC Financial, Inc. | 2.24% | Add +0.0% | 200,658 | $26.7M |
| Jones Financial Companies LLLP | 0.02% | Add +19.1% | 190,851 | $25.4M |
| Captrust Financial Advisors | 0.06% | Reduce -4.8% | 187,379 | $24.9M |
| Avantax Advisory Services, Inc. | 0.13% | Add +5.2% | 182,966 | $24.3M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -4.9% | 182,377 | $24.3M |
| World Investment Advisors | 0.54% | Add +968.9% | 179,400 | $23.9M |
| Heartwood Wealth Advisors LLC | 2.34% | Add +1.4% | 168,370 | $22.4M |
| Mariner, LLC | 0.03% | Add +5.5% | 167,376 | $22.3M |
| Osaic Holdings, Inc. | 0.04% | Add +3.8% | 164,399 | $21.9M |
| GHP Investment Advisors, Inc. | 0.94% | Reduce -1.0% | 160,166 | $21.3M |
| Focus Partners Wealth | 0.05% | Add +4.9% | 158,279 | $21.1M |
| Falcon Wealth Planning | 2.07% | Reduce -0.8% | 154,244 | $20.5M |
| Schneider Downs Wealth Management Advisors, LP | 3.03% | Reduce -18.6% | 152,166 | $20.2M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -2.9% | 143,552 | $19.1M |
| Arax Advisory Partners | 0.85% | New | 139,285 | $18.5M |
| Stifel Financial Corp. | 0.02% | Reduce -6.0% | 138,428 | $18.4M |
| Truist Financial Corp. | 0.03% | Add +6.4% | 133,631 | $17.8M |
| Pinnacle Financial Partners Inc | 0.36% | Add +3.0% | 129,384 | $17.2M |
| One Capital Management, LLC | 0.58% | Reduce -59.5% | 125,080 | $16.6M |
| Sterling Financial Planning, Inc. | 5.50% | Add +5.0% | 123,791 | $16.5M |
| Probity Advisors, Inc. | 2.48% | Add +3.2% | 106,082 | $14.1M |
| Palisades Hudson Asset Management, L.P. | 5.47% | Add +9.5% | 105,050 | $14.0M |
| Cassaday & Co Wealth Management LLC | 0.35% | Add +23.2% | 104,671 | $13.9M |
| Corient Private Wealth LP | 0.02% | Reduce -5.8% | 104,276 | $13.9M |
| Creative Planning | 0.01% | Reduce -1.2% | 99,920 | $13.3M |
| RTD Financial Advisors, Inc. | 1.69% | Reduce -2.3% | 99,464 | $13.2M |
| Oppenheimer Asset Management Inc. | 0.15% | Reduce -50.1% | 98,201 | $13.1M |
| Keybank National Association | 0.05% | Add +3.2% | 98,169 | $13.1M |
| MAI Capital Management | 0.09% | Add +2.9% | 95,674 | $12.7M |
| Texas Yale Capital Corp. | 0.42% | Reduce -0.4% | 95,246 | $12.7M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +4.4% | 87,711 | $11.7M |
| IFP Advisors, Inc | 0.33% | Reduce -1.3% | 86,495 | $11.5M |
| Cresset Asset Management, LLC | 0.05% | Add +224.7% | 78,333 | $10.4M |
| Equitable Holdings, Inc. | 0.08% | Add +4.9% | 77,416 | $10.3M |
| Inspire Trust Co, N.A. | 2.06% | Add +19.1% | 75,000 | $10.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.0% | 73,707 | $9.8M |
| US Bancorp \de | 0.01% | Reduce -10.5% | 73,694 | $9.8M |
| Rodgers & Associates, LTD | 1.05% | Add +4.1% | 71,976 | $9.6M |
| Franklin Resources Inc. | 0.00% | Reduce -2.4% | 71,309 | $9.5M |
| Belpointe Asset Management LLC | 0.39% | New | 71,204 | $9.5M |
| Capital Advisors, Ltd. LLC | 1.14% | Reduce -0.8% | 69,288 | $9.2M |
| Salomon & Ludwin, LLC | 0.88% | Reduce -2.0% | 66,020 | $8.9M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -0.1% | 67,133 | $8.9M |
| Prospera Financial Services Inc | 0.16% | Reduce -1.1% | 66,038 | $8.8M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +169.5% | 64,453 | $8.6M |
| Future Fund LLC | 3.81% | New | 64,211 | $8.5M |
| Lido Advisors, LLC | 0.05% | Add +4.5% | 64,089 | $8.5M |
| Pittenger & Anderson Inc. | 0.31% | No change | 63,450 | $8.4M |
| Deutsche Bank AG | 0.00% | New | 62,510 | $8.3M |
| Lake Street Private Wealth, LLC | 1.19% | Reduce -0.6% | 62,292 | $8.3M |
| Cordatus Wealth Management LLC | 2.01% | Reduce -0.8% | 61,441 | $8.2M |
| Fifth Third Bancorp | 0.03% | Reduce -5.3% | 61,125 | $8.1M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -0.2% | 58,848 | $7.8M |
| Financial Advisors Network, Inc. | 1.17% | Add +6.4% | 58,321 | $7.8M |
| Newton One Investments LLC | 2.41% | Reduce -0.3% | 57,471 | $7.6M |
| Cetera Investment Advisers | 0.01% | Reduce -53.3% | 57,432 | $7.6M |
| Northern Trust Corp. | 0.00% | Add +59.2% | 56,276 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -17.7% | 54,643 | $7.3M |
| MML Investors Services, LLC | 0.02% | Add +3.4% | 54,067 | $7.2M |
| JFS Wealth Advisors, LLC | 0.46% | Add +2.5% | 53,800 | $7.2M |
| UMB Bank, n.a. | 0.11% | Reduce -7.1% | 53,678 | $7.1M |
| Baird Financial Group, Inc. | 0.01% | Add +23.8% | 53,129 | $7.1M |
| Ifrah Financial Services, Inc. | 1.93% | Add +1.1% | 53,093 | $7.1M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +10.2% | 50,809 | $6.8M |
| SOA Wealth Advisors, LLC. | 1.21% | Reduce -12.7% | 49,788 | $6.6M |
| Bank of New York Mellon Corp | 0.00% | Add +13.4% | 49,042 | $6.5M |
| Regions Financial Corp. | 0.04% | Reduce -9.3% | 48,502 | $6.5M |
| Compound Planning, Inc. | 0.24% | Add +7.0% | 47,683 | $6.3M |
| NBT Bank, N.A. | 0.43% | Add +2.1% | 47,017 | $6.3M |
| Sigma Planning Corp | 0.19% | Add +0.5% | 46,646 | $6.2M |
| Cottage Street Advisors LLC | 3.11% | Reduce -5.6% | 44,955 | $6.0M |
| Baltimore-Washington Financial Advisors, Inc. | 0.28% | Reduce -60.5% | 44,706 | $5.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -12.1% | 43,614 | $5.9M |
| Clayton Financial Group LLC | 7.03% | Reduce -7.1% | 44,456 | $5.9M |
| Fortress Financial Group, LLC | 4.99% | Add +42.6% | 44,253 | $5.9M |
| Gemmer Asset Management LLC | 0.52% | No change | 44,241 | $5.9M |
| Chicago Partners Investment Group LLC | 0.17% | Reduce -0.4% | 42,119 | $5.8M |
| Bokf, NA | 0.09% | Reduce -3.5% | 43,162 | $5.7M |
| Level Four Advisory Services, LLC | 0.21% | No change | 42,550 | $5.7M |
"% 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.