ISHARES S&P SMALL-CAP 600 GR IJT
$175.89
-0.8% 52w: $127.94 – $178.60
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data127.94153.27178.60
Jun 20, 2025 Jul 2, 2026
Institutional holders
755
-13 QoQ
13F value
$4.11B
+4.5% QoQ
Smart-money holders
15
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
calls only
$941K calls / — puts
Institutional value by quarter
Number of holders
Who owns IJT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 3.2M | $461.7M | 0.0% | +3.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.0M | $296.1M | 0.0% | +1.0% |
| FMR LLC | Long only active | 1.9M | $271.8M | 0.0% | +10.5% |
| UBS Group AG | Bank broker | 1.1M | $156.9M | 0.0% | +3.0% |
| BROWN ADVISORY INC | Diversified mechanical | 1.0M | $151.3M | 0.2% | +25.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.0M | $149.7M | 0.0% | -4.6% |
| LPL Financial LLC | Bank broker | 1.0M | $149.2M | 0.0% | +7.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 880.1K | $127.4M | 0.1% | +5.7% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 867.2K | $125.5M | 0.1% | -1.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 536.5K | $77.6M | 0.0% | +14.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 482.2K | $69.8M | 0.1% | +2.8% |
| M&T Bank Corp | Diversified mechanical | 441.1K | $63.8M | 0.2% | -17.7% |
| JPMORGAN CHASE & CO | Bank broker | 420.8K | $58.8M | 0.0% | -0.4% |
| HighTower Advisors, LLC | Diversified mechanical | 366.0K | $53.0M | 0.1% | -0.7% |
| GLENMEDE TRUST CO NA | Diversified mechanical | 346.8K | $50.2M | 0.2% | -1.9% |
| ROYAL BANK OF CANADA | Bank broker | 339.4K | $49.1M | 0.0% | +4.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 326.8K | $47.3M | 0.0% | -3.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 290.6K | $42.1M | 0.0% | +97.3% |
| Cerity Partners LLC | Diversified mechanical | 273.8K | $39.6M | 0.1% | -0.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 261.7K | $37.9M | 0.1% | +99.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 251.5K | $36.4M | 0.1% | +58.5% |
| Beaumont Financial Advisors, LLC | Wealth advisor | 249.1K | $36.1M | 2.5% | +1.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 253.4K | $35.8M | 0.0% | +17.0% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 232.6K | $33.7M | 0.3% | +2.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 209.1K | $30.3M | 0.1% | +8.6% |
| Cetera Investment Advisers | Wealth advisor | 203.0K | $29.4M | 0.0% | +18.2% |
| Heartwood Wealth Advisors LLC | Wealth advisor | 190.0K | $27.5M | 2.4% | +8.4% |
| AlphaCore Capital LLC | Wealth advisor | 188.8K | $27.3M | 0.6% | -3.9% |
| Mariner, LLC | Diversified mechanical | 181.2K | $26.2M | 0.0% | -0.6% |
| Falcon Wealth Planning | Wealth advisor | 178.5K | $25.8M | 1.8% | +6.2% |
| Focus Partners Wealth | Wealth advisor | 176.3K | $25.5M | 0.0% | -0.7% |
| Schneider Downs Wealth Management Advisors, LP | Wealth advisor | 164.0K | $23.7M | 2.6% | +2.8% |
| GHP Investment Advisors, Inc. | Diversified mechanical | 157.6K | $22.8M | 0.9% | 0.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 146.3K | $21.2M | 0.3% | +5.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 134.5K | $19.5M | 0.0% | +2.1% |
| Sterling Financial Planning, Inc. | Wealth advisor | 129.9K | $18.8M | 5.6% | +0.8% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 129.1K | $18.7M | 0.1% | -3.4% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 126.8K | $18.4M | 0.1% | +0.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 126.3K | $18.3M | 0.0% | -3.2% |
| OPPENHEIMER ASSET MANAGEMENT INC. | Diversified mechanical | 126.0K | $18.2M | 0.2% | +31.2% |
| Corient Private Wealth LLC | Diversified mechanical | 123.3K | $17.8M | 0.0% | -50.2% |
| Arax Advisory Partners | Wealth advisor | 121.0K | $17.5M | 0.5% | -8.4% |
| Creative Planning | Wealth advisor | 112.0K | $16.2M | 0.0% | +8.9% |
| Probity Advisors, Inc. | Wealth advisor | 111.9K | $16.2M | 2.6% | +1.7% |
| Cassaday & Co Wealth Management LLC | Wealth advisor | 102.2K | $14.8M | 0.3% | +0.6% |
| INSPIRE TRUST CO, N.A. | Other | 102.0K | $14.8M | 2.3% | +4.1% |
| Palisades Hudson Asset Management, L.P. | Wealth advisor | 99.0K | $14.3M | 5.6% | +0.8% |
| MAI Capital Management | Wealth advisor | 96.6K | $14.0M | 0.1% | +1.9% |
| RTD Financial Advisors, Inc. | Wealth advisor | 94.9K | $13.7M | 1.7% | -4.9% |
| Texas Yale Capital Corp. | Other | 94.7K | $13.7M | 0.4% | -0.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.