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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
64Tracked holders
-1Δ holders
19.19MShares held
$2.77BReported value
+0New positions
−1Exits
Stable Conviction score 55/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -1.5% · share flow +5.6% · net new positions -1.6% · formula
Concentrated accumulation: rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 3.19M +3.0% $461.69M 0.0% ▲ Add 3 SEC ↗ ×4
2 Bank Of America Corp /De/ 2.05M +1.0% $296.14M 0.0% ▲ Add 2 SEC ↗ ×4
3 Fidelity (FMR) ✦ 1.88M +10.5% $271.78M 0.0% ▲ Add 4 SEC ↗ ×2
4 UBS Group AG 1.08M +3.0% $156.90M 0.0% ▲ Add 2 SEC ↗ ×4
5 Brown Advisory Inc 1.05M +25.0% $151.29M 0.2% ▲ Add 2 SEC ↗ ×2
6 Wells Fargo & Company/Mn 1.03M -4.6% $149.70M 0.0% ▼ Trim 2 SEC ↗ ×4
7 LPL Financial LLC 1.03M +7.8% $149.23M 0.0% ▲ Add 2 SEC ↗
8 Northwestern Mutual Wealth… 880.07K +5.7% $127.36M 0.1% ▲ Add 2 SEC ↗
9 Pnc Financial Services Group, Inc. 867.15K -1.9% $125.49M 0.1% ▼ Trim 2 SEC ↗ ×8
10 Raymond James Financial Inc 536.55K +14.1% $77.64M 0.0% ▲ Add 2 SEC ↗ ×3
11 Commonwealth Equity Services, Llc 482.18K +2.8% $69.78M 0.1% ▲ Add 2 SEC ↗
12 JPMorgan Chase ✦ 420.76K -0.4% $58.83M 0.0% ▼ Trim 3 SEC ↗ ×6
13 HighTower Advisors, LLC 365.96K -0.7% $52.96M 0.1% ▼ Trim 2 SEC ↗
14 Royal Bank Of Canada 339.45K +4.0% $49.12M 0.0% ▲ Add 2 SEC ↗ ×6
15 Ameriprise Financial Inc 326.78K -3.3% $47.29M 0.0% ▼ Trim 2 SEC ↗ ×4
16 Envestnet Asset Management Inc 290.63K +97.3% $42.06M 0.0% ▲ Add 2 SEC ↗
17 Cerity Partners LLC 273.82K -0.8% $39.62M 0.1% ▼ Trim 2 SEC ↗ ×2
18 Truist Financial Corp 261.74K +99.3% $37.88M 0.1% ▲ Add 2 SEC ↗ ×3
19 Osaic Holdings, Inc. 251.46K +58.5% $36.40M 0.1% ▲ Add 2 SEC ↗ ×3
20 Jones Financial Companies Lllp 253.38K +17.0% $35.80M 0.0% ▲ Add 2 SEC ↗ ×2
21 Captrust Financial Advisors 209.12K +8.6% $30.26M 0.1% ▲ Add 2 SEC ↗
22 Cetera Investment Advisers 203.03K +18.2% $29.38M 0.0% ▲ Add 2 SEC ↗
23 Mariner, LLC 181.21K -0.6% $26.21M 0.0% ▼ Trim 2 SEC ↗ ×3
24 Focus Partners Wealth 176.28K -0.7% $25.51M 0.0% ▼ Trim 2 SEC ↗
25 Rockefeller Capital Management L.P. 134.48K +2.1% $19.46M 0.0% ▲ Add 2 SEC ↗ ×2
26 Stifel Financial Corp 126.34K -3.2% $18.28M 0.0% ▼ Trim 2 SEC ↗ ×4
27 Corient Private Wealth LP 123.26K -50.2% $17.77M 0.0% ▼ Trim 2 SEC ↗
28 Creative Planning 111.99K +8.9% $16.21M 0.0% ▲ Add 2 SEC ↗
29 Fifth Third Bancorp 89.11K +50.7% $12.89M 0.0% ▲ Add 2 SEC ↗
30 Lido Advisors, LLC 82.66K +11.9% $11.96M 0.0% ▲ Add 2 SEC ↗ ×4
31 Goldman Sachs Group ✦ 76.87K +5.4% $11.12M 0.0% ▲ Add 3 SEC ↗ ×2
32 Us Bancorp \De\ 69.28K +0.2% $10.03M 0.0% ▲ Add 2 SEC ↗ ×3
33 Financial Engines Advisors L.L.C. 67.55K -1.9% $9.78M 0.0% ▼ Trim 2 SEC ↗
34 Mml Investors Services, Llc 67.38K -4.4% $9.75M 0.0% ▼ Trim 2 SEC ↗
35 Franklin Resources Inc 64.72K -2.0% $9.37M 0.0% ▼ Trim 2 SEC ↗ ×4
36 Baird Financial Group, Inc. 64.59K +9.6% $9.35M 0.0% ▲ Add 2 SEC ↗ ×2
37 Deutsche Bank Ag\ 62.51K 0.0% $9.05M 0.0% Held 2 SEC ↗
38 Mercer Global Advisors Inc /Adv 55.01K +23.8% $7.96M 0.0% ▲ Add 2 SEC ↗
39 Bank of New York Mellon Corp 53.78K +1.7% $7.78M 0.0% ▲ Add 2 SEC ↗ ×5
40 Bnp Paribas Financial Markets 50.03K -2.8% $7.24M 0.0% ▼ Trim 2 SEC ↗
41 Bank Of Montreal /Can/ 37.58K +8.8% $5.44M 0.0% ▲ Add 2 SEC ↗ ×4
42 Cwm, Llc 34.30K +0.8% $4.96M 0.0% ▲ Add 2 SEC ↗
43 Wealth Enhancement Advisory… 30.51K -20.0% $4.48M 0.0% ▼ Trim 2 SEC ↗
44 Northern Trust Corp 28.71K -4.2% $4.15M 0.0% ▼ Trim 2 SEC ↗ ×2
45 Susquehanna International Group, Llp 20.74K -40.9% $3.00M 0.0% ▼ Trim 2 SEC ↗
46 Citigroup Inc 14.18K -0.4% $2.05M 0.0% ▼ Trim 2 SEC ↗ ×2
47 Alliancebernstein L.P. 13.32K -36.8% $1.88M 0.0% ▼ Trim 2 SEC ↗
48 Blair William & Co/Il 12.64K +13.1% $1.83M 0.0% ▲ Add 2 SEC ↗
49 CIBC Bancorp USA Inc. 10.46K n/a $1.51M 0.0% n/c 1 SEC ↗ ×2
50 Quantinno Capital Management LP 10.37K -2.8% $1.50M 0.0% ▼ Trim 2 SEC ↗
51 AQR Capital Management ✦ 10.28K +4.3% $1.49M 0.0% ▲ Add 6 SEC ↗ ×3
52 UBS AM, a distinct business unit of… 8.69K +178.7% $1.26M 0.0% ▲ Add 2 SEC ↗
53 BlackRock ✦ (passive) 8.67K +7.5% $1.26M 0.0% ▲ Add 4 SEC ↗ ×2
54 First Trust Advisors Lp 3.85K -15.6% $557,067 0.0% ▼ Trim 2 SEC ↗
55 Neuberger Berman Group LLC 2.98K -4.3% $431,670 0.0% ▼ Trim 2 SEC ↗
56 National Bank Of Canada /Fi/ 2.35K -12.3% $339,756 0.0% ▼ Trim 2 SEC ↗
57 Jane Street Group, Llc 2.31K -65.6% $334,135 0.0% ▼ Trim 2 SEC ↗
58 GAMCO Investors ✦ 1.65K 0.0% $238,772 0.0% Held 4 SEC ↗
59 Russell Investments Group, Ltd. 1.22K +3.6% $175,948 0.0% ▲ Add 2 SEC ↗
60 TD Waterhouse Canada Inc. 1.00K 0.0% $146,070 0.0% Held 2 SEC ↗
61 Allspring Global Investments… 390 0.0% $57,054 0.0% Held 2 SEC ↗
62 Assetmark, Inc 373 -11.0% $53,939 0.0% ▼ Trim 2 SEC ↗
63 Kayne Anderson Rudnick Investment… 200 0.0% $28,943 0.0% Held 2 SEC ↗
64 Qube Research & Technologies Ltd 79 +7800.0% $11,432 0.0% ▲ Add 2 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

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: Q1 2026 · Methodology · Get this via the API