iShares S&P Small-Cap 600 GRIJTETF
13F holders, Q4 2025 (December 31)772holders +43
42new positions
39sold out
2famous investors
$141.46avg. 13F price*
At the end of Q4 2025, 772 institutions reported holding iShares S&P Small-Cap 600 GR (IJT) in their 13F filings, up 43 from Q3 2025. 42 opened new positions and 39 sold out. The largest holders were Morgan Stanley ($437.0M), Bank of America Corp. ($286.1M) and FMR LLC ($240.0M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $40.2M |
| Exits | 39 | $24.3M |
All 13F filers, Q3 2025 → Q4 2025: 1,602,951 shares bought and 877,579 shares sold, net +725,372 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 772 holders
| Morgan Stanley | 0.03% | Reduce -2.6% | 3,096,109 | $437.0M |
| Bank of America Corp. | 0.02% | Add +0.2% | 2,026,713 | $286.1M |
| FMR LLC | 0.01% | Add +7.0% | 1,700,133 | $240.0M |
| Wells Fargo & Company | 0.03% | Reduce -2.6% | 1,084,268 | $153.1M |
| UBS Group AG | 0.03% | Reduce -1.4% | 1,053,146 | $148.7M |
| LPL Financial LLC | 0.04% | Add +0.5% | 957,106 | $135.1M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -1.7% | 884,191 | $124.8M |
| Brown Advisory Inc. | 0.16% | Add +55.9% | 836,147 | $118.0M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +1.8% | 832,893 | $117.6M |
| M&T Bank Corp | 0.24% | Reduce -2.5% | 536,272 | $75.7M |
| Raymond James Financial Inc. | 0.02% | Add +2.1% | 470,217 | $66.4M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -0.6% | 469,215 | $66.2M |
| JPMorgan Chase & Co. | 0.00% | Add +2.4% | 422,327 | $59.6M |
| HighTower Advisors, LLC | 0.06% | Add +1.3% | 368,628 | $52.0M |
| Glenmede Trust Co. NA | 0.24% | — | 353,595 | $49.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.1% | 337,788 | $47.7M |
| Royal Bank of Canada | 0.01% | Add +21.1% | 326,260 | $46.1M |
| Cerity Partners LLC | 0.06% | Reduce -2.1% | 275,933 | $39.0M |
| Beaumont Financial Advisors, LLC | 2.29% | Add +4.6% | 246,098 | $34.7M |
| Moneta Group Investment Advisors LLC | 0.24% | Reduce -0.1% | 227,365 | $32.1M |
| Jones Financial Companies LLLP | 0.02% | Add +6.0% | 216,586 | $30.6M |
| AlphaCore Capital LLC | 0.62% | Add +258421.0% | 196,476 | $27.7M |
| Captrust Financial Advisors | 0.05% | Add +2.3% | 192,600 | $27.2M |
| Mariner, LLC | 0.03% | Add +1.4% | 182,217 | $25.7M |
| Focus Partners Wealth | 0.03% | Add +11.2% | 177,485 | $25.1M |
| Heartwood Wealth Advisors LLC | 2.28% | Add +1.3% | 175,275 | $24.7M |
| Cetera Investment Advisers | 0.03% | Add +2.2% | 171,777 | $24.2M |
| Falcon Wealth Planning | 2.00% | Add +3.3% | 168,054 | $23.7M |
| Schneider Downs Wealth Management Advisors, LP | 2.54% | Add +1.2% | 159,516 | $22.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -5.3% | 158,606 | $22.4M |
| GHP Investment Advisors, Inc. | 0.92% | Reduce -0.2% | 157,685 | $22.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -48.0% | 147,312 | $20.8M |
| Kestra Private Wealth Services, LLC | 0.24% | Add +4.5% | 138,390 | $19.5M |
| United Capital Financial Advisors, LLC | 0.11% | Reduce -5.2% | 133,577 | $18.9M |
| Arax Advisory Partners | 0.54% | New | 132,074 | $18.6M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -27.1% | 131,675 | $18.6M |
| Truist Financial Corp. | 0.02% | Add +0.5% | 131,308 | $18.5M |
| Stifel Financial Corp. | 0.02% | Reduce -0.4% | 130,570 | $18.4M |
| Sterling Financial Planning, Inc. | 5.48% | Add +3.8% | 128,848 | $18.2M |
| Pinnacle Financial Partners, Inc. | 0.13% | — | 126,165 | $17.8M |
| Corient Private Wealth LP | 0.02% | Add +153.4% | 123,867 | $17.5M |
| Probity Advisors, Inc. | 2.49% | Add +0.8% | 110,007 | $15.5M |
| Creative Planning | 0.01% | Add +0.4% | 102,836 | $14.5M |
| Cassaday & Co Wealth Management LLC | 0.30% | Reduce -1.4% | 101,577 | $14.3M |
| RTD Financial Advisors, Inc. | 1.72% | Reduce -3.4% | 99,847 | $14.1M |
| Palisades Hudson Asset Management, L.P. | 5.38% | Reduce -6.7% | 98,284 | $13.9M |
| Inspire Trust Co, N.A. | 2.27% | Add +15.3% | 98,000 | $13.8M |
| Oppenheimer Asset Management Inc. | 0.17% | Reduce -1.7% | 96,034 | $13.6M |
| Keybank National Association | 0.05% | Add +0.5% | 95,622 | $13.5M |
| Texas Yale Capital Corp. | 0.41% | No change | 95,246 | $13.4M |
| MAI Capital Management | 0.08% | Add +2.2% | 94,834 | $13.4M |
| Equitable Holdings, Inc. | 0.08% | Add +6.7% | 85,123 | $12.0M |
| One Capital Management, LLC | 0.36% | Reduce -12.7% | 84,228 | $11.9M |
| Regions Financial Corp. | 0.07% | Add +49.1% | 81,245 | $11.5M |
| Cresset Asset Management, LLC | 0.05% | Add +3.8% | 79,297 | $11.2M |
| TBH Global Asset Management, LLC | 1.87% | Add +2860.7% | 117,301 | $11.2M |
| Lido Advisors, LLC | 0.04% | Add +4.7% | 73,897 | $10.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.4% | 72,921 | $10.3M |
| MML Investors Services, LLC | 0.02% | Add +6.6% | 70,449 | $9.9M |
| Rodgers & Associates, LTD | 1.01% | Reduce -3.4% | 70,380 | $9.9M |
| Lake Street Private Wealth, LLC | 1.22% | Add +10.0% | 70,154 | $9.9M |
| US Bancorp \de | 0.01% | Reduce -2.0% | 69,169 | $9.8M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +7.6% | 68,872 | $9.7M |
| Capital Advisors, Ltd. LLC | 1.09% | Reduce -0.6% | 68,488 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.5% | 67,700 | $9.6M |
| Franklin Resources Inc. | 0.00% | Reduce -7.3% | 66,069 | $9.3M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -0.6% | 65,635 | $9.3M |
| Salomon & Ludwin, LLC | 0.81% | Reduce -2.0% | 63,522 | $9.2M |
| Future Fund LLC | 2.87% | No change | 64,211 | $9.1M |
| Pittenger & Anderson Inc. | 0.34% | No change | 63,450 | $9.0M |
| Deutsche Bank AG | 0.00% | No change | 62,510 | $8.8M |
| Financial Advisors Network, Inc. | 1.17% | Add +2.0% | 60,563 | $8.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.2% | 59,534 | $8.4M |
| Fifth Third Bancorp | 0.03% | Reduce -1.4% | 59,125 | $8.3M |
| Baird Financial Group, Inc. | 0.01% | Add +9.1% | 58,935 | $8.3M |
| Newton One Investments LLC | 2.35% | Reduce -2.1% | 56,548 | $8.0M |
| JFS Wealth Advisors, LLC | 0.45% | Add +0.1% | 56,153 | $7.9M |
| Lee Financial Co | 1.06% | New | 55,677 | $7.9M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +2.3% | 55,403 | $7.8M |
| Compound Planning, Inc. | 0.23% | Add +1.5% | 54,289 | $7.7M |
| Ifrah Financial Services, Inc. | 1.92% | Reduce -0.3% | 52,923 | $7.5M |
| Bank of New York Mellon Corp | 0.00% | Add +11.6% | 52,878 | $7.5M |
| BNP Paribas Financial Markets | 0.00% | Add +1.7% | 51,467 | $7.3M |
| Fortress Financial Group, LLC | 5.35% | Add +9.8% | 51,334 | $7.2M |
| PW Nova Financial Services LLC | 2.74% | — | 50,675 | $7.2M |
| Sigma Planning Corp | 0.20% | Add +3.0% | 49,040 | $7.1M |
| UMB Bank, n.a. | 0.09% | Reduce -4.0% | 49,238 | $7.0M |
| NBT Bank, N.A. | 0.43% | Add +3.2% | 3,565 | $6.6M |
| Clayton Financial Group LLC | 3.32% | Add +2.6% | 46,091 | $6.5M |
| Chicago Partners Investment Group LLC | 0.16% | Add +2.3% | 43,046 | $6.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -23.4% | 44,434 | $6.3M |
| Cottage Street Advisors LLC | 2.64% | Reduce -1.6% | 44,260 | $6.2M |
| SOA Wealth Advisors, LLC. | 1.02% | Reduce -5.3% | 43,897 | $6.2M |
| Level Four Advisory Services, LLC | 0.20% | No change | 42,522 | $6.0M |
| Bokf, NA | 0.09% | Reduce -5.9% | 41,195 | $5.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.24% | Reduce -5.7% | 41,089 | $5.8M |
| Azimuth Capital Investment Management LLC | 0.21% | Reduce -1.2% | 40,970 | $5.8M |
| Belpointe Asset Management LLC | 0.21% | Reduce -52.9% | 40,951 | $5.8M |
| Centerpoint Advisors, LLC | 1.77% | Reduce -1.1% | 40,748 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.6% | 38,120 | $5.6M |
"% 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.