iShares S&P Small-Cap 600 GRIJTETF
13F holders, Q1 2026 (March 31)763holders −9
44new positions
48sold out
2famous investors
$144.89avg. 13F price*
At the end of Q1 2026, 763 institutions reported holding iShares S&P Small-Cap 600 GR (IJT) in their 13F filings, down 9 from Q4 2025. 44 opened new positions and 48 sold out. The largest holders were Morgan Stanley ($461.7M), Bank of America Corp. ($296.1M) and FMR LLC ($271.8M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $16.9M |
| Exits | 48 | $27.1M |
All 13F filers, Q4 2025 → Q1 2026: 1,726,913 shares bought and 861,296 shares sold, net +865,617 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 763 holders
| Morgan Stanley | 0.03% | Add +3.0% | 3,190,418 | $461.7M |
| Bank of America Corp. | 0.02% | Add +1.0% | 2,046,459 | $296.1M |
| FMR LLC | 0.01% | Add +10.5% | 1,878,122 | $271.8M |
| UBS Group AG | 0.03% | Add +3.0% | 1,084,248 | $156.9M |
| Brown Advisory Inc. | 0.25% | Add +25.0% | 1,045,467 | $151.3M |
| Wells Fargo & Company | 0.03% | Reduce -4.6% | 1,034,483 | $149.7M |
| LPL Financial LLC | 0.04% | Add +7.8% | 1,031,245 | $149.2M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +5.7% | 880,071 | $127.4M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -1.9% | 867,154 | $125.5M |
| Raymond James Financial Inc. | 0.02% | Add +14.1% | 536,550 | $77.6M |
| M&T Bank Corp | 0.24% | Reduce -3.6% | 516,834 | $74.8M |
| Commonwealth Equity Services, LLC | 0.10% | Add +2.8% | 482,180 | $69.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.4% | 420,756 | $58.8M |
| HighTower Advisors, LLC | 0.06% | Reduce -0.7% | 365,965 | $53.0M |
| Glenmede Trust Co. NA | 0.25% | Reduce -1.9% | 346,762 | $50.2M |
| Royal Bank of Canada | 0.01% | Add +4.0% | 339,450 | $49.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.3% | 326,778 | $47.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +97.3% | 290,632 | $42.1M |
| Cerity Partners LLC | 0.06% | Reduce -0.8% | 273,823 | $39.6M |
| Truist Financial Corp. | 0.05% | Add +99.3% | 261,738 | $37.9M |
| Osaic Holdings, Inc. | 0.05% | Add +58.5% | 251,455 | $36.4M |
| Beaumont Financial Advisors, LLC | 2.48% | Add +1.2% | 249,133 | $36.1M |
| Jones Financial Companies LLLP | 0.02% | Add +17.0% | 253,384 | $35.8M |
| Moneta Group Investment Advisors LLC | 0.25% | Add +2.3% | 232,555 | $33.7M |
| Captrust Financial Advisors | 0.05% | Add +8.6% | 209,117 | $30.3M |
| Cetera Investment Advisers | 0.03% | Add +18.2% | 203,028 | $29.4M |
| Heartwood Wealth Advisors LLC | 2.40% | Add +8.4% | 190,029 | $27.5M |
| AlphaCore Capital LLC | 0.65% | Reduce -3.9% | 188,822 | $27.3M |
| Mariner, LLC | 0.03% | Reduce -0.6% | 181,213 | $26.2M |
| Falcon Wealth Planning | 1.76% | Add +6.2% | 178,532 | $25.8M |
| Focus Partners Wealth | 0.03% | Reduce -0.7% | 176,285 | $25.5M |
| Schneider Downs Wealth Management Advisors, LP | 2.62% | Add +2.8% | 164,021 | $23.7M |
| GHP Investment Advisors, Inc. | 0.94% | Reduce -0.0% | 157,632 | $22.8M |
| Kestra Private Wealth Services, LLC | 0.26% | Add +5.7% | 146,265 | $21.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.1% | 134,479 | $19.5M |
| Sterling Financial Planning, Inc. | 5.57% | Add +0.8% | 129,856 | $18.8M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -3.4% | 129,080 | $18.7M |
| Pinnacle Financial Partners, Inc. | 0.14% | Add +0.5% | 126,832 | $18.4M |
| Stifel Financial Corp. | 0.02% | Reduce -3.2% | 126,336 | $18.3M |
| Oppenheimer Asset Management Inc. | 0.21% | Add +31.2% | 125,997 | $18.2M |
| Corient Private Wealth LP | 0.03% | Reduce -0.5% | 123,263 | $17.8M |
| Arax Advisory Partners | 0.49% | Reduce -8.3% | 121,045 | $17.5M |
| Creative Planning | 0.01% | Add +8.9% | 111,989 | $16.2M |
| Probity Advisors, Inc. | 2.56% | Add +1.7% | 111,864 | $16.2M |
| Cassaday & Co Wealth Management LLC | 0.32% | Add +0.6% | 102,203 | $14.8M |
| Inspire Trust Co, N.A. | 2.28% | Add +4.1% | 102,000 | $14.8M |
| Palisades Hudson Asset Management, L.P. | 5.59% | Add +0.8% | 99,030 | $14.3M |
| MAI Capital Management | 0.08% | Add +1.9% | 96,649 | $14.0M |
| RTD Financial Advisors, Inc. | 1.69% | Reduce -4.9% | 94,923 | $13.7M |
| Texas Yale Capital Corp. | 0.39% | Reduce -0.6% | 94,721 | $13.7M |
| Keybank National Association | 0.05% | Reduce -1.4% | 94,318 | $13.6M |
| Fifth Third Bancorp | 0.02% | Add +50.7% | 89,108 | $12.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +24.8% | 84,493 | $12.2M |
| Equitable Holdings, Inc. | 0.08% | Add +0.6% | 85,605 | $12.1M |
| Lido Advisors, LLC | 0.05% | Add +11.9% | 82,662 | $12.0M |
| Cresset Asset Management, LLC | 0.05% | Add +2.9% | 81,601 | $11.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.4% | 76,866 | $11.1M |
| Regions Financial Corp. | 0.07% | Reduce -13.5% | 70,274 | $10.2M |
| US Bancorp \de | 0.01% | Add +0.2% | 69,281 | $10.0M |
| Rodgers & Associates, LTD | 1.02% | Reduce -1.9% | 69,010 | $10.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +4.2% | 68,357 | $9.9M |
| Lake Street Private Wealth, LLC | 1.26% | Reduce -2.6% | 68,350 | $9.9M |
| Capital Advisors, Ltd. LLC | 1.12% | Reduce -0.5% | 68,159 | $9.9M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -1.9% | 67,552 | $9.8M |
| MML Investors Services, LLC | 0.03% | Reduce -4.4% | 67,376 | $9.8M |
| Franklin Resources Inc. | 0.00% | Reduce -2.0% | 64,719 | $9.4M |
| Baird Financial Group, Inc. | 0.01% | Add +9.6% | 64,593 | $9.3M |
| Pittenger & Anderson Inc. | 0.37% | No change | 63,450 | $9.2M |
| Salomon & Ludwin, LLC | 0.82% | Reduce -2.0% | 62,236 | $9.1M |
| Deutsche Bank AG | 0.00% | No change | 62,510 | $9.0M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -0.4% | 59,272 | $8.6M |
| Financial Advisors Network, Inc. | 1.18% | Reduce -2.6% | 58,999 | $8.5M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +2.1% | 56,543 | $8.2M |
| JFS Wealth Advisors, LLC | 0.45% | Reduce -0.3% | 55,968 | $8.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +23.8% | 55,009 | $8.0M |
| Bank of New York Mellon Corp | 0.00% | Add +1.7% | 53,781 | $7.8M |
| Fortress Financial Group, LLC | 5.68% | Add +3.3% | 53,040 | $7.7M |
| Ifrah Financial Services, Inc. | 2.02% | Reduce -0.3% | 52,791 | $7.6M |
| Compound Planning, Inc. | 0.24% | Reduce -3.0% | 52,664 | $7.6M |
| Sigma Planning Corp | 0.21% | Add +5.8% | 51,879 | $7.5M |
| PW Nova Financial Services LLC | 2.01% | Add +0.8% | 51,092 | $7.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -2.8% | 50,028 | $7.2M |
| Pathstone Holdings, LLC | 0.03% | Add +85.3% | 47,668 | $6.9M |
| Clayton Financial Group LLC | 3.53% | Add +3.1% | 47,500 | $6.9M |
| Chicago Partners Investment Group LLC | 0.15% | Reduce -0.2% | 42,941 | $6.9M |
| NBT Bank, N.A. | 0.44% | Add +1207.6% | 46,615 | $6.7M |
| UMB Bank, n.a. | 0.09% | Reduce -6.4% | 46,067 | $6.7M |
| Cottage Street Advisors LLC | 2.67% | Reduce -3.6% | 42,661 | $6.2M |
| Level Four Advisory Services, LLC | 0.20% | No change | 42,522 | $6.2M |
| SOA Wealth Advisors, LLC. | 1.15% | Reduce -4.2% | 42,076 | $6.1M |
| Norden Group LLC | 0.58% | New | 41,435 | $6.0M |
| Bokf, NA | 0.09% | Reduce -0.4% | 41,037 | $5.9M |
| Azimuth Capital Investment Management LLC | 0.22% | Reduce -1.2% | 40,470 | $5.9M |
| Centerpoint Advisors, LLC | 1.88% | Reduce -1.9% | 39,970 | $5.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.25% | Reduce -2.8% | 39,958 | $5.8M |
| Mill Creek Capital Advisors, LLC | 0.12% | Add +0.0% | 38,749 | $5.6M |
| Sowell Financial Services LLC | 0.20% | Reduce 0.0% | 38,260 | $5.5M |
| Accretive Wealth Partners, LLC | 1.56% | Add +2.4% | 38,156 | $5.5M |
| Bank of Montreal | 0.00% | Add +8.8% | 37,580 | $5.4M |
| Peapack Gladstone Financial Corp. | 0.07% | Add +9.5% | 37,427 | $5.4M |
"% 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.