IJT Institutional Ownership & Shareholders
ISHARES S&P SMALL-CAP 600 GR (IJT) is currently held by 809 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.86B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of IJT tracked by InsiderSet, reporting ownership valued at approximately $566.96M in its June 30, 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 $524.61M, representing an estimated loss of -7.47% 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
809
Total Reported Value
$4.86B
Largest Holder
Morgan Stanley
Largest Position
$566.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
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% | 3,174,467 | $566,960,144 | $524,612,416 | -$42,347,728 | -7.47% | |
| Bank Of America Corp | 0.02% | 2,049,349 | $366,013,812 | $338,675,416 | -$27,338,396 | -7.47% | |
| Fmr Llc | 0.01% | 1,862,555 | $332,652,268 | $307,805,839 | -$24,846,429 | -7.47% | |
| Brown Advisory Inc | 0.31% | 1,119,852 | $200,005,704 | $185,066,742 | -$14,938,962 | -7.47% | |
| Wells Fargo & Company/Mn | 0.03% | 1,094,482 | $195,474,522 | $180,874,095 | -$14,600,427 | -7.47% | |
| Lpl Financial Llc | 0.04% | 1,056,380 | $188,669,423 | $174,577,359 | -$14,092,064 | -7.47% | |
| Ubs Group Ag | 0.03% | 919,460 | $164,215,556 | $151,949,960 | -$12,265,596 | -7.47% | |
| Pnc Financial Services Group, Inc. | 0.07% | 756,562 | $135,121,977 | $125,029,436 | -$10,092,541 | -7.47% | |
| Raymond James Financial Inc | 0.03% | 552,733 | $98,718,160 | $91,344,656 | -$7,373,504 | -7.47% | |
| Commonwealth Equity Services, Llc | 0.10% | 493,015 | $79,045,149 | $81,475,659 | +$2,430,510 | +3.07% | |
| Jpmorgan Chase & Co | 0.00% | 433,131 | $76,543,077 | $71,579,229 | -$4,963,848 | -6.49% | |
| M&T Bank Corp | 0.24% | 516,834 | $74,790,890 | $85,411,987 | +$10,621,097 | +14.20% | |
| Ameriprise Financial Inc | 0.01% | 408,157 | $72,912,303 | $67,452,026 | -$5,460,277 | -7.49% | |
| Glenmede Trust Co Na | 0.28% | 351,350 | $62,751,109 | $58,064,101 | -$4,687,008 | -7.47% | |
| Royal Bank Of Canada | 0.01% | 335,412 | $59,905,000 | $55,430,187 | -$4,474,813 | -7.47% | |
| Truist Financial Corp | 0.07% | 348,274 | $55,838,836 | $57,555,761 | +$1,716,925 | +3.07% | |
| Osaic Holdings, Inc. | 0.06% | 308,932 | $55,199,482 | $51,054,102 | -$4,145,380 | -7.51% | |
| Cerity Partners Llc | 0.07% | 300,536 | $53,675,738 | $49,666,579 | -$4,009,159 | -7.47% | |
| Envestnet Asset Management Inc | 0.01% | 282,475 | $50,449,974 | $46,681,819 | -$3,768,156 | -7.47% | |
| Jones Financial Companies Lllp | 0.02% | 259,022 | $45,687,766 | $42,805,976 | -$2,881,790 | -6.31% | |
| Moneta Group Investment Advisors Llc | 0.30% | 229,363 | $40,964,262 | $37,904,529 | -$3,059,733 | -7.47% | |
| Beaumont Financial Advisors, Llc | 2.52% | 250,003 | $40,082,920 | $41,315,496 | +$1,232,576 | +3.08% | |
| Captrust Financial Advisors | 0.06% | 204,482 | $36,520,562 | $33,792,695 | -$2,727,867 | -7.47% | |
| Arax Advisory Partners | 0.24% | 199,352 | $35,604,226 | $32,944,912 | -$2,659,314 | -7.47% | |
| Falcon Wealth Planning | 2.07% | 182,834 | $32,654,151 | $30,215,147 | -$2,439,004 | -7.47% | |
| Alphacore Capital Llc | 0.60% | 182,053 | $32,514,718 | $30,086,079 | -$2,428,639 | -7.47% | |
| Cetera Investment Advisers | 0.03% | 176,832 | $31,582,232 | $29,223,256 | -$2,358,976 | -7.47% | |
| Heartwood Wealth Advisors Llc | 2.49% | 196,760 | $31,546,531 | $32,516,558 | +$970,027 | +3.07% | |
| Focus Partners Wealth | 0.03% | 175,674 | $31,375,578 | $29,031,885 | -$2,343,693 | -7.47% | |
| Mariner, Llc | 0.03% | 164,793 | $29,431,999 | $27,233,691 | -$2,198,308 | -7.47% | |
| Schneider Downs Wealth Management Advisors, Lp | 2.57% | 172,527 | $27,661,208 | $28,511,812 | +$850,604 | +3.08% | |
| Vestmark Advisory Solutions, Inc. | 0.23% | 139,080 | $24,839,782 | $22,984,361 | -$1,855,421 | -7.47% | |
| Kestra Private Wealth Services, Llc | 0.27% | 154,845 | $24,826,352 | $25,589,685 | +$763,333 | +3.07% | |
| Ghp Investment Advisors, Inc. | 0.92% | 153,474 | $24,606,510 | $25,363,113 | +$756,603 | +3.07% | |
| Rockefeller Capital Management L.P. | 0.04% | 132,675 | $23,695,932 | $21,925,871 | -$1,770,062 | -7.47% | |
| Pacific Life Fund Advisors Llc | 2.58% | 131,406 | $23,469,112 | $21,716,156 | -$1,752,956 | -7.47% | |
| Pinnacle Financial Partners, Inc. | 0.16% | 128,295 | $22,913,683 | $21,202,032 | -$1,711,651 | -7.47% | |
| United Capital Financial Advisors, Llc | 0.12% | 124,135 | $22,171,621 | $20,514,550 | -$1,657,071 | -7.47% | |
| Stifel Financial Corp | 0.02% | 122,895 | $21,950,741 | $20,309,628 | -$1,641,113 | -7.48% | |
| Corient Private Wealth Llc | 0.03% | 118,034 | $21,080,701 | $19,506,299 | -$1,574,402 | -7.47% | |
| Sterling Financial Planning, Inc. | 5.59% | 127,113 | $20,380,099 | $21,006,694 | +$626,595 | +3.07% | |
| Inspire Trust Co, N.A. | 2.70% | 110,000 | $19,646,000 | $18,178,600 | -$1,467,400 | -7.47% | |
| Creative Planning | 0.01% | 114,761 | $18,399,609 | $18,965,403 | +$565,794 | +3.08% | |
| Mai Capital Management | 0.07% | 101,601 | $18,146,191 | $16,790,581 | -$1,355,610 | -7.47% | |
| Lee Financial Co | 2.21% | 110,407 | $17,701,608 | $18,245,861 | +$544,253 | +3.07% | |
| Probity Advisors, Inc. | 2.52% | 109,821 | $17,607,563 | $18,149,018 | +$541,455 | +3.08% | |
| Palisades Hudson Asset Management, L.P. | 6.02% | 96,350 | $17,208,000 | $15,922,801 | -$1,285,199 | -7.47% | |
| Texas Yale Capital Corp. | 0.37% | 94,971 | $16,961,790 | $15,694,907 | -$1,266,883 | -7.47% | |
| Keybank National Association/Oh | 0.06% | 94,470 | $16,872,340 | $15,612,112 | -$1,260,228 | -7.47% | |
| Royal Fund Management, Llc | 1.34% | 104,432 | $16,743,679 | $17,258,432 | +$514,753 | +3.07% |
Frequently asked questions about IJT
Who are the largest institutional holders of IJT?
The largest institutional holders of IJT reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Fmr Llc, Brown Advisory Inc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported IJT position.
What is IJT institutional ownership?
This page tracks IJT positions reported by institutional investment managers through SEC Form 13F. ISHARES S&P SMALL-CAP 600 GR (IJT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IJT?
InsiderSet currently tracks 809 institutional managers reporting IJT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IJT shareholders.
How much IJT stock do institutions own?
Institutional investment managers disclosed approximately $4.86B in IJT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IJT institutional ownership last updated?
The latest IJT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IJT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IJT position after the reporting date.
Are institutions buying or selling IJT?
Institutional buying and selling can be analyzed by comparing IJT positions across consecutive 13F reporting periods. InsiderSet's IJT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IJT ownership changes.
How has IJT institutional ownership changed over time?
InsiderSet tracks IJT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.