IJT Institutional Ownership
iShares S&P Small-Cap 600 Growth ETF
1W: +0.5%
1M: -3.2%
3M: -7.6%
YTD: +14.6%
1Y: +15.8%
3Y: +52.6%
5Y: +28.8%
$163.44
+2.37 (+1.47%)
Weekly Expected Move ±1.5%
$158
$161
$163
$166
$168
Overview
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Holdings
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Institutional Ownership — IJT
857
Institutional Holders
+41 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
98
New Positions
228
Increased
286
Reduced
35
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (902 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,174,467 | $519M | -15,951 | -0.5% | 60Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 2,049,349 | $335M | +2,890 | +0.1% | 15Q | SEC ↗ |
| 3 | FMR LLC | 1,862,555 | $304M | -15,567 | -0.8% | 84Q | SEC ↗ |
| 4 | BROWN ADVISORY INC | 1,119,852 | $183M | +74,385 | +7.1% | 24Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 1,094,482 | $179M | +59,999 | +5.8% | 97Q | SEC ↗ |
| 6 | LPL Financial LLC | 1,056,380 | $173M | +25,135 | +2.4% | 54Q | SEC ↗ |
| 7 | UBS Group AG | 919,460 | $150M | -164,788 | -15.2% | 47Q | SEC ↗ |
| 8 | PNC Financial Services Group, Inc. | 833,353 | $136M | -33,801 | -3.9% | 15Q | SEC ↗ |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 764,942 | $125M | -115,129 | -13.1% | 75Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 552,733 | $90M | +16,183 | +3.0% | 7Q | SEC ↗ |
| 11 | M&T Bank Corp | 503,632 | $82M | -13,202 | -2.6% | 20Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 486,724 | $80M | +4,544 | +0.9% | 35Q | SEC ↗ |
| 13 | JPMORGAN CHASE & CO | 433,131 | $71M | +12,375 | +2.9% | 93Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 408,157 | $67M | +81,379 | +24.9% | 16Q | SEC ↗ |
| 15 | HighTower Advisors, LLC | 362,011 | $59M | -3,954 | -1.1% | 46Q | SEC ↗ |
| 16 | GLENMEDE TRUST CO NA | 351,350 | $57M | +4,588 | +1.3% | 3Q | SEC ↗ |
| 17 | TRUIST FINANCIAL CORP | 348,502 | $57M | +86,764 | +33.1% | 53Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 335,412 | $55M | -4,038 | -1.2% | 70Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 308,932 | $50M | +57,477 | +22.9% | 26Q | SEC ↗ |
| 20 | Cerity Partners LLC | 300,536 | $49M | +26,713 | +9.8% | 32Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 282,475 | $46M | -8,157 | -2.8% | 71Q | SEC ↗ |
| 22 | JONES FINANCIAL COMPANIES LLLP | 259,022 | $42M | +5,638 | +2.2% | 26Q | SEC ↗ |
| 23 | Beaumont Financial Advisors, LLC | 249,525 | $41M | +392 | +0.2% | 15Q | SEC ↗ |
| 24 | MONETA GROUP INVESTMENT ADVISORS LLC | 229,363 | $37M | -3,192 | -1.4% | 40Q | SEC ↗ |
| 25 | CAPTRUST FINANCIAL ADVISORS | 204,482 | $33M | -4,635 | -2.2% | 40Q | SEC ↗ |
| 26 | Arax Advisory Partners | 199,352 | $33M | +78,307 | +64.7% | 3Q | SEC ↗ |
| 27 | Heartwood Wealth Advisors LLC | 197,196 | $32M | +7,167 | +3.8% | 10Q | SEC ↗ |
| 28 | Falcon Wealth Planning | 182,834 | $30M | +4,302 | +2.4% | 23Q | SEC ↗ |
| 29 | AlphaCore Capital LLC | 182,053 | $30M | -6,769 | -3.6% | 6Q | SEC ↗ |
| 30 | Cetera Investment Advisers | 176,832 | $29M | -26,196 | -12.9% | 23Q | SEC ↗ |
| 31 | Focus Partners Wealth | 175,674 | $29M | -611 | -0.3% | 11Q | SEC ↗ |
| 32 | Schneider Downs Wealth Management Advi | 169,475 | $28M | +5,454 | +3.3% | 15Q | SEC ↗ |
| 33 | Mariner, LLC | 164,793 | $27M | -16,420 | -9.1% | 58Q | SEC ↗ |
| 34 | GHP Investment Advisors, Inc. | 156,039 | $26M | -1,593 | -1.0% | 79Q | SEC ↗ |
| 35 | KESTRA PRIVATE WEALTH SERVICES, LLC | 149,045 | $24M | +2,780 | +1.9% | 14Q | SEC ↗ |
| 36 | Vestmark Advisory Solutions, Inc. | 139,080 | $23M | +128,707 | +1240.8% | 5Q | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 132,675 | $22M | -1,804 | -1.3% | 34Q | SEC ↗ |
| 38 | Pacific Life Fund Advisors LLC NEW | 131,406 | $21M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Pinnacle Financial Partners, Inc. | 128,295 | $21M | +1,463 | +1.2% | 3Q | SEC ↗ |
| 40 | Sterling Financial Planning, Inc. | 128,012 | $21M | -1,844 | -1.4% | 23Q | SEC ↗ |
| 41 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 124,135 | $20M | -4,945 | -3.8% | 65Q | SEC ↗ |
| 42 | STIFEL FINANCIAL CORP | 122,895 | $20M | -3,441 | -2.7% | 49Q | SEC ↗ |
| 43 | Corient Private Wealth LP | 118,034 | $19M | -5,229 | -4.2% | 15Q | SEC ↗ |
| 44 | Creative Planning | 115,133 | $19M | +3,144 | +2.8% | 44Q | SEC ↗ |
| 45 | Probity Advisors, Inc. | 110,713 | $18M | -1,151 | -1.0% | 13Q | SEC ↗ |
| 46 | INSPIRE TRUST CO, N.A. | 110,000 | $18M | +8,000 | +7.8% | 11Q | SEC ↗ |
| 47 | MAI Capital Management | 101,601 | $17M | +4,952 | +5.1% | 47Q | SEC ↗ |
| 48 | Cassaday & Co Wealth Management LLC | 101,162 | $17M | -1,041 | -1.0% | 15Q | SEC ↗ |
| 49 | Palisades Hudson Asset Management, L.P | 96,350 | $16M | -2,680 | -2.7% | 42Q | SEC ↗ |
| 50 | Texas Yale Capital Corp. | 94,971 | $16M | +250 | +0.3% | 85Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Pacific Life Fund Advisors LLC | 131,406 | $21M |
| Veratis Advisors, Inc. | 31,660 | $5M |
| Curated Wealth Partners LLC | 21,000 | $3M |
| Bluespring Wealth Management, LLC | 20,280 | $3M |
| J.W. COLE ADVISORS, INC. | 16,946 | $3M |
| Global Retirement Partners, LLC | 15,374 | $3M |
| Thomasville National Bank | 13,096 | $2M |
| Three Seasons Wealth, LLC | 10,129 | $2M |
| Keystone Financial Group | 9,159 | $1M |
| CITADEL ADVISORS LLC | 7,898 | $1M |
| Strategic Wealth Investment Group, | 6,404 | $1M |
| Cannon Financial Strategists, Inc. | 5,629 | $920K |
| Claro Advisors Inc. | 5,327 | $871K |
| Essex Bank | 5,240 | $856K |
| Trilogy Capital Inc. | 4,994 | $816K |
| XTX Topco Ltd | 4,426 | $723K |
| IFG Advisory, LLC | 3,967 | $648K |
| TWO SIGMA SECURITIES, LLC | 3,550 | $580K |
| C2P Capital Advisory Group, LLC d.b | 3,314 | $542K |
| Calamos Wealth Management LLC | 3,266 | $534K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OPPENHEIMER ASSET MANAGEMENT INC. | 125,997 | $21M |
| Future Fund LLC | 64,211 | $10M |
| BNP PARIBAS FINANCIAL MARKETS | 50,028 | $8M |
| Ascension Capital Advisors, Inc. | 23,373 | $4M |
| Baer Investment Advisory LLC | 21,420 | $4M |
| StoneX Group Inc. | 15,899 | $3M |
| FLOW TRADERS U.S. LLC | 12,209 | $2M |
| INTEGRITY ALLIANCE, LLC. | 10,184 | $2M |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | 9,767 | $2M |
| CALTON & ASSOCIATES, INC. | 4,118 | $673K |
| EVOKE WEALTH, LLC | 3,916 | $640K |
| Clark Asset Management, LLC | 3,173 | $519K |
| CONNABLE OFFICE INC | 3,066 | $501K |
| Gateway Wealth Partners, LLC | 2,988 | $488K |
| GREAT LAKES ADVISORS, LLC | 2,971 | $486K |
| Inlight Wealth Management, LLC | 2,804 | $458K |
| Orion Porfolio Solutions, LLC | 2,566 | $419K |
| FULLER & THALER ASSET MANAGEMENT, I | 2,197 | $359K |
| SIGMA INVESTMENT COUNSELORS INC | 2,137 | $349K |
| ShoreHaven Wealth Partners, LLC | 2,103 | $344K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | +128,707 | +1240.8% | 139,080 |
| TRUIST FINANCIAL CORP | +86,764 | +33.1% | 348,502 |
| AMERIPRISE FINANCIAL INC | +81,379 | +24.9% | 408,157 |
| Arax Advisory Partners | +78,307 | +64.7% | 199,352 |
| BROWN ADVISORY INC | +74,385 | +7.1% | 1,119,852 |
| WELLS FARGO & COMPANY/MN | +59,999 | +5.8% | 1,094,482 |
| Prospera Financial Services Inc | +58,145 | +1106.0% | 63,402 |
| Cordatus Wealth Management LLC | +58,123 | +3911.4% | 59,609 |
| OSAIC HOLDINGS, INC. | +57,477 | +22.9% | 308,932 |
| StoryOne LLC | +53,324 | — | 53,324 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +40,345 | +194.6% | 61,082 |
| Pathstone Holdings, LLC | +27,534 | +57.8% | 75,202 |
| Cerity Partners LLC | +26,713 | +9.8% | 300,536 |
| LPL Financial LLC | +25,135 | +2.4% | 1,056,380 |
| Blue Edge Capital, LLC | +18,155 | +68.0% | 44,864 |
| MML INVESTORS SERVICES, LLC | +17,130 | +25.4% | 84,506 |
| D.A. DAVIDSON & CO. | +16,401 | +220.0% | 23,856 |
| RAYMOND JAMES FINANCIAL INC | +16,183 | +3.0% | 552,733 |
| JANE STREET GROUP, LLC | +15,705 | +680.2% | 18,014 |
| Independence Financial Advisors, LL | +12,767 | +41.8% | 43,314 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -164,788 | -15.2% | 919,460 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -115,129 | -13.1% | 764,942 |
| NBT BANK, N.A. | -36,882 | -79.1% | 9,733 |
| FORTRESS FINANCIAL GROUP, LLC | -34,684 | -65.4% | 18,356 |
| PNC Financial Services Group, Inc. | -33,801 | -3.9% | 833,353 |
| Cetera Investment Advisers | -26,196 | -12.9% | 176,832 |
| Cambridge Investment Research Advis | -18,936 | -22.4% | 65,557 |
| Mariner, LLC | -16,420 | -9.1% | 164,793 |
| MORGAN STANLEY | -15,951 | -0.5% | 3,174,467 |
| FMR LLC | -15,567 | -0.8% | 1,862,555 |
| M&T Bank Corp | -13,202 | -2.6% | 503,632 |
| Independent Advisor Alliance | -12,706 | -88.4% | 1,666 |
| Net Worth Advisory Group | -12,412 | -87.5% | 1,775 |
| Integrated Wealth Concepts LLC | -8,389 | -28.6% | 20,979 |
| GREENUP STREET WEALTH MANAGEMENT LL | -8,243 | -40.8% | 11,958 |
| ENVESTNET ASSET MANAGEMENT INC | -8,157 | -2.8% | 282,475 |
| AlphaCore Capital LLC | -6,769 | -3.6% | 182,053 |
| SOA Wealth Advisors, LLC. | -6,612 | -15.7% | 35,464 |
| FIFTH THIRD BANCORP | -6,374 | -7.2% | 82,734 |
| RTD Financial Advisors, Inc. | -6,270 | -6.6% | 88,653 |