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Security record · archived quarter

IJT

iShares S&P Small-Cap 600 Growth ETF · Financial Services · Asset Management

161.18 -0.4% mkt cap $7.53B quote delayed (FMP) · as of Oct 25 03:59 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
65Tracked holders
0Δ holders
18.17MShares held
$2.56BReported value
+0New positions
−0Exits
Stable Conviction score 51/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.0% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 3 0 42.05K $6.79M n/a n/a
Q2 2026 63 0 19.25M $3.44B +2 −2
Q1 2026 64 -1 19.19M $2.77B n/a −1
Q4 2025 65 0 18.17M $2.56B n/a n/a
Q3 2025 8 -2 5.69M $804.66M n/a −2
Q2 2025 7 0 1.62M $214.86M +2 −2
Q1 2025 4 +1 46.08K $5.74M +2 −1
Q4 2024 3 +3 12.20K $1.65M +3 n/a
Q2 2024 3 n/a 11.22K $1.44M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 3.10M -2.6% $437.05M 0.0% ▼ Trim 2 SEC ↗ ×5
2 Bank Of America Corp /De/ 2.03M n/a $286.09M 0.0% n/c 1 SEC ↗ ×5
3 Fidelity (FMR) ✦ 1.70M +7.0% $239.99M 0.0% ▲ Add 3 SEC ↗ ×2
4 Wells Fargo & Company/Mn 1.08M n/a $153.06M 0.0% n/c 1 SEC ↗ ×4
5 UBS Group AG 1.05M n/a $148.66M 0.0% n/c 1 SEC ↗ ×4
6 LPL Financial LLC 957.11K n/a $135.11M 0.0% n/c 1 SEC ↗
7 Pnc Financial Services Group, Inc. 884.19K n/a $124.81M 0.1% n/c 1 SEC ↗ ×8
8 Brown Advisory Inc 836.15K n/a $118.03M 0.2% n/c 1 SEC ↗ ×3
9 Northwestern Mutual Wealth… 832.89K n/a $117.57M 0.1% n/c 1 SEC ↗
10 Raymond James Financial Inc 470.22K n/a $66.38M 0.0% n/c 1 SEC ↗ ×3
11 Commonwealth Equity Services, Llc 469.21K n/a $66.23M 0.1% n/c 1 SEC ↗
12 JPMorgan Chase ✦ 422.33K -48.8% $59.62M 0.0% ▼ Trim 2 SEC ↗ ×6
13 HighTower Advisors, LLC 368.63K n/a $52.04M 0.1% n/c 1 SEC ↗
14 Ameriprise Financial Inc 337.79K n/a $47.69M 0.0% n/c 1 SEC ↗ ×4
15 Royal Bank Of Canada 326.26K n/a $46.05M 0.0% n/c 1 SEC ↗ ×6
16 Cerity Partners LLC 275.93K n/a $38.95M 0.1% n/c 1 SEC ↗
17 Corient Private Wealth LP 247.56K n/a $34.95M 0.0% n/c 1 SEC ↗ ×2
18 Jones Financial Companies Lllp 216.59K n/a $30.57M 0.0% n/c 1 SEC ↗ ×2
19 Captrust Financial Advisors 192.60K n/a $27.19M 0.1% n/c 1 SEC ↗
20 Mariner, LLC 182.22K n/a $25.72M 0.0% n/c 1 SEC ↗ ×3
21 Focus Partners Wealth 177.49K n/a $25.05M 0.0% n/c 1 SEC ↗
22 Cetera Investment Advisers 171.78K n/a $24.25M 0.0% n/c 1 SEC ↗
23 Osaic Holdings, Inc. 158.61K n/a $22.41M 0.0% n/c 1 SEC ↗ ×4
24 Envestnet Asset Management Inc 147.31K n/a $20.79M 0.0% n/c 1 SEC ↗
25 Rockefeller Capital Management L.P. 131.68K n/a $18.59M 0.0% n/c 1 SEC ↗ ×3
26 Truist Financial Corp 131.31K n/a $18.54M 0.0% n/c 1 SEC ↗ ×3
27 Stifel Financial Corp 130.57K n/a $18.43M 0.0% n/c 1 SEC ↗ ×5
28 Creative Planning 102.84K n/a $14.52M 0.0% n/c 1 SEC ↗
29 Lido Advisors, LLC 73.90K n/a $10.45M 0.0% n/c 1 SEC ↗ ×4
30 Goldman Sachs Group ✦ 72.92K -1.4% $10.29M 0.0% ▼ Trim 2 SEC ↗ ×2
31 Mml Investors Services, Llc 70.45K n/a $9.94M 0.0% n/c 1 SEC ↗
32 Us Bancorp \De\ 69.17K n/a $9.76M 0.0% n/c 1 SEC ↗ ×3
33 Financial Engines Advisors L.L.C. 68.87K n/a $9.72M 0.0% n/c 1 SEC ↗
34 Franklin Resources Inc 66.07K n/a $9.33M 0.0% n/c 1 SEC ↗ ×4
35 Deutsche Bank Ag\ 62.51K n/a $8.82M 0.0% n/c 1 SEC ↗
36 Fifth Third Bancorp 59.12K n/a $8.35M 0.0% n/c 1 SEC ↗
37 Baird Financial Group, Inc. 58.94K n/a $8.32M 0.0% n/c 1 SEC ↗ ×2
38 Bank of New York Mellon Corp 52.88K n/a $7.46M 0.0% n/c 1 SEC ↗ ×5
39 Bnp Paribas Financial Markets 51.47K n/a $7.27M 0.0% n/c 1 SEC ↗
40 Mercer Global Advisors Inc /Adv 44.43K n/a $6.27M 0.0% n/c 1 SEC ↗
41 Wealth Enhancement Advisory… 38.12K n/a $5.57M 0.0% n/c 1 SEC ↗
42 Susquehanna International Group, Llp 35.08K n/a $4.95M 0.0% n/c 1 SEC ↗ ×2
43 Bank Of Montreal /Can/ 34.55K n/a $4.88M 0.0% n/c 1 SEC ↗ ×3
44 Cwm, Llc 34.04K n/a $4.80M 0.0% n/c 1 SEC ↗
45 Northern Trust Corp 29.98K n/a $4.23M 0.0% n/c 1 SEC ↗ ×2
46 Alliancebernstein L.P. 21.09K n/a $2.98M 0.0% n/c 1 SEC ↗
47 Citigroup Inc 14.23K n/a $2.01M 0.0% n/c 1 SEC ↗ ×2
48 Blair William & Co/Il 11.18K n/a $1.58M 0.0% n/c 1 SEC ↗
49 Quantinno Capital Management LP 10.67K n/a $1.51M 0.0% n/c 1 SEC ↗
50 AQR Capital Management ✦ 9.86K -3.5% $1.39M 0.0% ▼ Trim 5 SEC ↗ ×3
51 Charles Schwab Investment… 9.77K n/a $1.38M 0.0% n/c 1 SEC ↗
52 BlackRock ✦ (passive) 8.07K +28.9% $1.14M 0.0% ▲ Add 3 SEC ↗ ×2
53 Jane Street Group, Llc 6.71K n/a $947,889 0.0% n/c 1 SEC ↗ ×2
54 First Trust Advisors Lp 4.56K n/a $644,189 0.0% n/c 1 SEC ↗
55 UBS AM, a distinct business unit of… 3.12K n/a $440,137 0.0% n/c 1 SEC ↗
56 Neuberger Berman Group LLC 3.12K n/a $440,030 0.0% n/c 1 SEC ↗
57 National Bank Of Canada /Fi/ 2.68K n/a $377,618 0.0% n/c 1 SEC ↗
58 The Vanguard Group ✦ (passive) 2.51K +4.7% $354,538 0.0% ▲ Add 3 SEC ↗ ×2
59 GAMCO Investors ✦ 1.65K 0.0% $232,914 0.0% Held 3 SEC ↗
60 Russell Investments Group, Ltd. 1.17K n/a $165,676 0.0% n/c 1 SEC ↗
61 TD Waterhouse Canada Inc. 1.00K n/a $141,060 0.0% n/c 1 SEC ↗
62 Assetmark, Inc 419 n/a $59,146 0.0% n/c 1 SEC ↗
63 Allspring Global Investments… 390 n/a $56,258 0.0% n/c 1 SEC ↗
64 Kayne Anderson Rudnick Investment… 200 n/a $28,225 0.0% n/c 1 SEC ↗
65 Qube Research & Technologies Ltd 1 n/a $141 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 750 holders, 27.93M shares, $3.98B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API