ISHARES S&P SMALL-CAP 600 GR (IJT) Institutional Shareholders
ISHARES S&P SMALL-CAP 600 GR (IJT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.12B in IJT holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of IJT tracked by InsiderSet, reporting ownership valued at approximately $461.69M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $571.31M, representing an estimated gain of +23.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed IJT value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Fmr Llc, and several other long-term asset managers with concentrated positions in ISHARES S&P SMALL-CAP 600 GR (IJT).
This page ranks the largest institutional IJT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
782
Total Reported Value
$4.12B
Largest Holder
Morgan Stanley
Largest Position
$461.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.03% | 3,190,418 | $461,685,642 | $571,308,151 | +$109,622,509 | +23.74% | |
| Bank Of America Corp | 0.02% | 2,046,459 | $296,143,145 | $366,459,413 | +$70,316,268 | +23.74% | |
| Fmr Llc | 0.01% | 1,878,122 | $271,783,052 | $336,315,307 | +$64,532,255 | +23.74% | |
| Ubs Group Ag | 0.03% | 1,084,248 | $156,901,529 | $194,156,289 | +$37,254,760 | +23.74% | |
| Brown Advisory Inc | 0.25% | 1,045,467 | $151,289,530 | $187,211,776 | +$35,922,246 | +23.74% | |
| Wells Fargo & Company/Mn | 0.03% | 1,034,483 | $149,699,939 | $185,244,871 | +$35,544,932 | +23.74% | |
| Lpl Financial Llc | 0.04% | 1,031,245 | $149,231,480 | $184,665,042 | +$35,433,562 | +23.74% | |
| Northwestern Mutual Wealth Management Co | 0.08% | 880,071 | $127,355,064 | $157,594,314 | +$30,239,250 | +23.74% | |
| Pnc Financial Services Group, Inc. | 0.07% | 782,416 | $113,223,371 | $140,107,233 | +$26,883,862 | +23.74% | |
| Commonwealth Equity Services, Llc | 0.11% | 486,724 | $86,928,963 | $87,157,667 | +$228,704 | +0.26% | |
| Raymond James Financial Inc | 0.02% | 536,550 | $77,644,174 | $96,080,009 | +$18,435,835 | +23.74% | |
| M&T Bank Corp | 0.22% | 441,109 | $63,832,890 | $78,989,389 | +$15,156,499 | +23.74% | |
| Truist Financial Corp | 0.07% | 348,502 | $62,242,378 | $62,406,253 | +$163,875 | +0.26% | |
| Hightower Advisors, Llc | 0.06% | 365,965 | $52,961,294 | $65,533,353 | +$12,572,059 | +23.74% | |
| Royal Bank Of Canada | 0.01% | 339,450 | $49,121,000 | $60,785,312 | +$11,664,312 | +23.75% | |
| Ameriprise Financial Inc | 0.01% | 326,778 | $47,293,691 | $58,516,136 | +$11,222,445 | +23.73% | |
| Envestnet Asset Management Inc | 0.01% | 290,632 | $42,057,386 | $52,043,472 | +$9,986,086 | +23.74% | |
| Cerity Partners Llc | 0.06% | 273,823 | $39,624,934 | $49,033,485 | +$9,408,551 | +23.74% | |
| Osaic Holdings, Inc. | 0.05% | 251,455 | $36,402,393 | $45,028,047 | +$8,625,654 | +23.70% | |
| Beaumont Financial Advisors, Llc | 2.48% | 249,133 | $36,051,977 | $44,612,246 | +$8,560,269 | +23.74% | |
| Jones Financial Companies Lllp | 0.02% | 253,384 | $35,797,981 | $45,373,473 | +$9,575,492 | +26.75% | |
| Heartwood Wealth Advisors Llc | 2.74% | 197,196 | $35,219,206 | $35,311,888 | +$92,682 | +0.26% | |
| Moneta Group Investment Advisors Llc | 0.25% | 232,555 | $33,653,077 | $41,643,624 | +$7,990,547 | +23.74% | |
| Falcon Wealth Planning | 2.07% | 182,834 | $32,654,151 | $32,740,084 | +$85,933 | +0.26% | |
| Captrust Financial Advisors | 0.05% | 209,117 | $30,258,933 | $37,446,581 | +$7,187,648 | +23.75% | |
| Cetera Investment Advisers | 0.03% | 203,028 | $29,380,114 | $36,356,224 | +$6,976,110 | +23.74% | |
| Ghp Investment Advisors, Inc. | 1.02% | 156,039 | $27,868,570 | $27,941,904 | +$73,334 | +0.26% | |
| Alphacore Capital Llc | 0.65% | 188,822 | $27,324,423 | $33,812,356 | +$6,487,933 | +23.74% | |
| Kestra Private Wealth Services, Llc | 0.29% | 149,045 | $26,619,483 | $26,689,488 | +$70,005 | +0.26% | |
| Mariner, Llc | 0.03% | 181,213 | $26,209,054 | $32,449,812 | +$6,240,758 | +23.81% | |
| Focus Partners Wealth | 0.03% | 176,285 | $25,510,369 | $31,567,355 | +$6,056,986 | +23.74% | |
| Schneider Downs Wealth Management Advisors, Lp | 2.62% | 164,021 | $23,735,530 | $29,371,240 | +$5,635,710 | +23.74% | |
| Probity Advisors, Inc. | 2.83% | 110,713 | $19,773,410 | $19,825,377 | +$51,967 | +0.26% | |
| Rockefeller Capital Management L.P. | 0.03% | 134,479 | $19,460,561 | $24,081,155 | +$4,620,594 | +23.74% | |
| Sterling Financial Planning, Inc. | 5.57% | 129,856 | $18,791,421 | $23,253,314 | +$4,461,893 | +23.74% | |
| United Capital Financial Advisors, Llc | 0.12% | 129,080 | $18,680,012 | $23,114,356 | +$4,434,344 | +23.74% | |
| Pinnacle Financial Partners, Inc. | 0.14% | 126,832 | $18,353,758 | $22,711,806 | +$4,358,048 | +23.74% | |
| Stifel Financial Corp | 0.02% | 126,336 | $18,283,266 | $22,622,988 | +$4,339,722 | +23.74% | |
| Oppenheimer Asset Management Inc. | 0.21% | 125,997 | $18,233,026 | $22,562,283 | +$4,329,257 | +23.74% | |
| Corient Private Wealth Llc | 0.03% | 123,263 | $17,767,840 | $22,072,705 | +$4,304,865 | +24.23% | |
| Arax Advisory Partners | 0.49% | 121,045 | $17,516,377 | $21,675,528 | +$4,159,151 | +23.74% | |
| Financial Advisors Network, Inc. | 1.18% | 119,562 | $17,086,836 | $21,409,967 | +$4,323,131 | +25.30% | |
| Keybank National Association/Oh | 0.06% | 94,470 | $16,872,340 | $16,916,743 | +$44,403 | +0.26% | |
| Creative Planning | 0.01% | 111,989 | $16,205,987 | $20,053,870 | +$3,847,883 | +23.74% | |
| Rtd Financial Advisors, Inc. | 1.73% | 88,653 | $15,833,360 | $15,875,093 | +$41,733 | +0.26% | |
| Cassaday & Co Wealth Management Llc | 0.32% | 102,203 | $14,789,761 | $18,301,491 | +$3,511,730 | +23.74% | |
| Inspire Trust Co, N.A. | 2.28% | 102,000 | $14,760,420 | $18,265,140 | +$3,504,720 | +23.74% | |
| Mai Capital Management | 0.08% | 96,649 | $13,986,033 | $17,306,936 | +$3,320,903 | +23.74% | |
| Texas Yale Capital Corp. | 0.39% | 94,721 | $13,707,051 | $16,961,689 | +$3,254,638 | +23.74% | |
| Fifth Third Bancorp | 0.02% | 89,108 | $12,894,912 | $15,956,570 | +$3,061,658 | +23.74% |
Frequently asked questions about IJT
Who owns the most IJT stock?
The largest holders of IJT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES S&P SMALL-CAP 600 GR (IJT).
Is IJT widely held by superinvestors?
Many widely followed stocks like IJT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IJT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.