iShares S&P Small-Cap 600 GRIJTETF
13F holders, Q3 2025 (September 30)729holders −1
52new positions
50sold out
2famous investors
$141.66avg. 13F price*
At the end of Q3 2025, 729 institutions reported holding iShares S&P Small-Cap 600 GR (IJT) in their 13F filings, down 1 from Q2 2025. 52 opened new positions and 50 sold out. The largest holders were Morgan Stanley ($449.8M), Bank of America Corp. ($286.1M) and FMR LLC ($224.7M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $30.6M |
| Exits | 50 | $39.0M |
All 13F filers, Q2 2025 → Q3 2025: 1,155,696 shares bought and 1,407,450 shares sold, net −251,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 729 holders
| Morgan Stanley | 0.03% | Reduce -3.5% | 3,178,722 | $449.8M |
| Bank of America Corp. | 0.02% | Add +0.1% | 2,021,912 | $286.1M |
| FMR LLC | 0.01% | Add +1.3% | 1,588,237 | $224.7M |
| Wells Fargo & Company | 0.03% | Reduce -0.4% | 1,113,121 | $157.5M |
| UBS Group AG | 0.03% | Add +0.6% | 1,068,064 | $151.1M |
| LPL Financial LLC | 0.04% | Add +7.9% | 952,166 | $134.7M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -2.3% | 899,545 | $127.3M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +0.9% | 818,096 | $115.8M |
| M&T Bank Corp | 0.26% | Add +31.2% | 550,176 | $77.9M |
| Brown Advisory Inc. | 0.10% | Add +13.8% | 536,340 | $75.9M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -5.5% | 471,938 | $66.8M |
| Raymond James Financial Inc. | 0.02% | Add +27.2% | 460,368 | $65.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.5% | 412,610 | $58.4M |
| HighTower Advisors, LLC | 0.06% | Add +5.6% | 364,057 | $51.5M |
| Glenmede Investment Management, LP | 0.24% | Reduce -1.3% | 351,517 | $49.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -21.4% | 348,532 | $49.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.9% | 283,150 | $40.1M |
| Cerity Partners LLC | 0.06% | Reduce -5.7% | 281,844 | $39.9M |
| Royal Bank of Canada | 0.01% | Reduce -27.4% | 269,368 | $38.1M |
| Beaumont Financial Advisors, LLC | 2.23% | Add +1.2% | 235,319 | $33.3M |
| Moneta Group Investment Advisors LLC | 0.26% | Add +3.4% | 227,479 | $32.2M |
| Jones Financial Companies LLLP | 0.02% | Add +7.0% | 204,250 | $28.8M |
| SPC Financial, Inc. | 2.21% | Reduce -0.6% | 199,500 | $28.2M |
| Captrust Financial Advisors | 0.05% | Add +0.5% | 188,237 | $26.6M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -1.0% | 180,631 | $25.6M |
| Mariner, LLC | 0.03% | Add +7.3% | 179,623 | $25.4M |
| Heartwood Wealth Advisors LLC | 2.29% | Add +2.8% | 173,117 | $24.5M |
| Cetera Investment Advisers | 0.03% | Add +192.5% | 168,013 | $23.8M |
| Osaic Holdings, Inc. | 0.03% | Add +1.9% | 167,505 | $23.7M |
| Falcon Wealth Planning | 2.07% | Add +5.5% | 162,705 | $23.0M |
| Focus Partners Wealth | 0.04% | Add +0.8% | 159,580 | $22.6M |
| GHP Investment Advisors, Inc. | 0.94% | Reduce -1.3% | 158,033 | $22.4M |
| Schneider Downs Wealth Management Advisors, LP | 2.65% | Add +3.6% | 157,583 | $22.3M |
| United Capital Financial Advisors, LLC | 0.14% | Reduce -1.9% | 140,825 | $19.9M |
| Kestra Private Wealth Services, LLC | 0.24% | Add +51.0% | 132,451 | $18.7M |
| Stifel Financial Corp. | 0.02% | Reduce -5.3% | 131,113 | $18.6M |
| Truist Financial Corp. | 0.03% | Reduce -2.2% | 130,699 | $18.5M |
| Sterling Financial Planning, Inc. | 5.54% | Add +0.3% | 124,178 | $17.6M |
| Pinnacle Financial Partners Inc | 0.40% | Reduce -8.5% | 118,435 | $16.8M |
| Probity Advisors, Inc. | 2.50% | Add +2.8% | 109,088 | $15.4M |
| Palisades Hudson Asset Management, L.P. | 5.41% | Add +0.3% | 105,370 | $14.9M |
| RTD Financial Advisors, Inc. | 1.76% | Add +3.9% | 103,311 | $14.6M |
| Cassaday & Co Wealth Management LLC | 0.34% | Reduce -1.5% | 103,061 | $14.6M |
| Creative Planning | 0.01% | Add +2.5% | 102,416 | $14.5M |
| Oppenheimer Asset Management Inc. | 0.15% | Reduce -0.5% | 97,731 | $13.8M |
| One Capital Management, LLC | 0.44% | Reduce -22.9% | 96,448 | $13.6M |
| Texas Yale Capital Corp. | 0.42% | No change | 95,246 | $13.5M |
| Keybank National Association | 0.05% | Reduce -3.1% | 95,120 | $13.5M |
| MAI Capital Management | 0.08% | Reduce -3.0% | 92,793 | $13.1M |
| Belpointe Asset Management LLC | 0.47% | Add +22.0% | 86,898 | $12.3M |
| Inspire Trust Co, N.A. | 2.19% | Add +13.3% | 85,000 | $12.0M |
| Equitable Holdings, Inc. | 0.08% | Add +3.1% | 79,800 | $11.3M |
| Cresset Asset Management, LLC | 0.05% | Reduce -2.5% | 76,397 | $10.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.3% | 73,920 | $10.5M |
| Rodgers & Associates, LTD | 1.06% | Add +1.2% | 72,816 | $10.3M |
| Franklin Resources Inc. | 0.00% | No change | 71,309 | $10.1M |
| Lido Advisors, LLC | 0.04% | Add +10.1% | 70,556 | $10.0M |
| US Bancorp \de | 0.01% | Reduce -4.3% | 70,552 | $10.0M |
| Capital Advisors, Ltd. LLC | 1.10% | Reduce -0.6% | 68,886 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +20.9% | 66,070 | $9.3M |
| MML Investors Services, LLC | 0.02% | Add +22.2% | 66,065 | $9.3M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -1.6% | 66,031 | $9.3M |
| Salomon & Ludwin, LLC | 0.83% | Reduce -1.8% | 64,834 | $9.2M |
| Future Fund LLC | 3.21% | No change | 64,211 | $9.1M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -0.7% | 64,007 | $9.1M |
| Lake Street Private Wealth, LLC | 1.17% | Add +2.4% | 63,765 | $9.0M |
| Pittenger & Anderson Inc. | 0.33% | No change | 63,450 | $9.0M |
| Deutsche Bank AG | 0.00% | No change | 62,510 | $8.8M |
| Fifth Third Bancorp | 0.03% | Reduce -1.9% | 59,958 | $8.5M |
| Financial Advisors Network, Inc. | 1.19% | Add +1.8% | 59,369 | $8.4M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -0.1% | 58,813 | $8.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +127.4% | 57,970 | $8.2M |
| Newton One Investments LLC | 2.42% | Add +0.5% | 57,783 | $8.2M |
| JFS Wealth Advisors, LLC | 0.46% | Add +4.3% | 56,110 | $7.9M |
| Northern Trust Corp. | 0.00% | Reduce -2.1% | 55,114 | $7.8M |
| Regions Financial Corp. | 0.05% | Add +12.4% | 54,505 | $7.7M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +6.6% | 54,142 | $7.7M |
| Baird Financial Group, Inc. | 0.01% | Add +1.7% | 54,032 | $7.6M |
| Compound Planning, Inc. | 0.24% | Add +12.2% | 53,480 | $7.6M |
| Ifrah Financial Services, Inc. | 1.95% | Reduce -0.1% | 53,054 | $7.5M |
| UMB Bank, n.a. | 0.11% | Reduce -4.4% | 51,298 | $7.3M |
| BNP Paribas Financial Markets | 0.01% | New | 50,600 | $7.2M |
| Corient Private Wealth LP | 0.01% | Reduce -53.1% | 48,874 | $6.9M |
| Sigma Planning Corp | 0.19% | Add +2.0% | 47,601 | $6.7M |
| NBT Bank, N.A. | 0.44% | Reduce -92.7% | 3,454 | $6.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.4% | 47,385 | $6.7M |
| Fortress Financial Group, LLC | 5.07% | Add +5.7% | 46,755 | $6.6M |
| SOA Wealth Advisors, LLC. | 1.07% | Reduce -6.9% | 46,349 | $6.6M |
| Cottage Street Advisors LLC | 2.70% | Add +0.0% | 44,957 | $6.4M |
| Clayton Financial Group LLC | 4.64% | Add +1.0% | 44,904 | $6.4M |
| Gemmer Asset Management LLC | 0.50% | No change | 44,241 | $6.3M |
| Bokf, NA | 0.09% | Add +1.5% | 43,794 | $6.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.26% | Reduce -2.6% | 43,551 | $6.2M |
| Chicago Partners Investment Group LLC | 0.16% | Reduce -0.1% | 42,069 | $6.0M |
| Rovin Capital /Ut/ | 1.67% | Add +875.1% | 42,552 | $6.0M |
| Level Four Advisory Services, LLC | 0.21% | Reduce -0.1% | 42,522 | $6.0M |
| Azimuth Capital Investment Management LLC | 0.21% | Reduce -2.4% | 41,470 | $5.9M |
| Centerpoint Advisors, LLC | 1.81% | Reduce -1.1% | 41,196 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.4% | 40,815 | $5.7M |
| Mill Creek Capital Advisors, LLC | 0.11% | Add +0.0% | 38,744 | $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.