ISHARES S&P SMALL-CAP 600 GR (IJT) Institutional Ownership Changes & 13F Activity
ISHARES S&P SMALL-CAP 600 GR (IJT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Financial Advisors Network, Inc., Pw Nova Financial Services Llc, Stone Wealth Partners, John A. Wolfe & Associates, Inc., and Midfirst Bank.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | Buy | +3,117 | — | 3,117 | $440.03K | Q4 2025 | Oct 27, 2026 |
| Robinswood Financial Llc | Buy | +1 | +0.3% | 349 | $49.28K | Q4 2025 | Jul 14, 2026 |
| Sima Wealth Partners, Llc | Sell | -23 | -4.1% | 536 | $75.69K | Q4 2025 | May 28, 2026 |
| Financial Advisors Network, Inc. | Buy | +60,563 | — | 60,563 | $8.55M | Q4 2025 | May 15, 2026 |
| Independent Financial Group, Llc | Sell | -29 | -1.2% | 2,476 | $349.52K | Q4 2025 | May 15, 2026 |
| Walsh & Associates, Llc | Buy | +295 | — | 295 | $41.64K | Q4 2025 | May 14, 2026 |
| Decker Wealth Management Llc | Buy | +3,221 | — | 3,221 | $454.68K | Q4 2025 | May 13, 2026 |
| Peck Wealth Management, Llc | Sell | -1,112 | -100.0% | 0 | $0.00 | Q4 2025 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +97 | — | 97 | $13.69K | Q4 2025 | May 12, 2026 |
| Z3 Capital Partners, Llc | Buy | +4,665 | — | 4,665 | $658.53K | Q4 2025 | May 07, 2026 |
| Northern Lights Advisors, Inc. | Buy | +2,059 | — | 2,059 | $290.65K | Q4 2025 | Apr 20, 2026 |
| Capital Squared Financial Llc | Buy | +2,556 | +22.6% | 13,859 | $1.96M | Q4 2025 | Apr 17, 2026 |
| Pw Nova Financial Services Llc | Buy | +50,675 | — | 50,675 | $7.23M | Q4 2025 | Apr 09, 2026 |
| Red Reef Advisors Llc | Buy | +211 | — | 211 | $29.78K | Q4 2025 | Apr 08, 2026 |
| Estate Planners Group, Llc | Buy | +22 | — | 22 | $3.05K | Q4 2025 | Apr 07, 2026 |
| Northavenue Llc | Buy | +5,129 | — | 5,129 | $724.02K | Q4 2025 | Apr 02, 2026 |
| Bison Wealth, Llc | Buy | +3,016 | — | 3,016 | $423.99K | Q4 2025 | Mar 24, 2026 |
| John A. Wolfe & Associates, Inc. | Buy | +20,665 | — | 20,665 | $2.92M | Q4 2025 | Mar 17, 2026 |
| Bank Of New Hampshire | Buy | +196 | — | 196 | $27.67K | Q4 2025 | Mar 16, 2026 |
| Cedarwood Wealth Llc | Buy | +2,220 | — | 2,220 | $333.58K | Q4 2025 | Mar 06, 2026 |
| Gunpowder Capital Management, Llc Dba Oliver Wealth Management | Buy | +130 | — | 130 | $18.35K | Q4 2025 | Mar 05, 2026 |
| Rehmann Capital Advisory Group | Buy | +3,449 | — | 3,449 | $486.89K | Q4 2025 | Mar 04, 2026 |
| Compass Financial Group, Inc. (Ohio) | Buy | +1,444 | — | 1,444 | $203.84K | Q4 2025 | Mar 04, 2026 |
| Shp Wealth Management | Buy | +8 | — | 8 | $1.13K | Q4 2025 | Mar 04, 2026 |
| Midfirst Bank | Buy | +15,713 | — | 15,713 | $2.22M | Q4 2025 | Feb 25, 2026 |
| Thryve Wealth Management Llc | Buy | +2,951 | — | 2,951 | $416.55K | Q4 2025 | Feb 25, 2026 |
| Stone Wealth Partners | Buy | +26,093 | — | 26,093 | $3.68M | Q4 2025 | Feb 24, 2026 |
| Monetary Solutions, Ltd | Buy | +526 | — | 526 | $74.25K | Q4 2025 | Feb 23, 2026 |
| Wealth Preservation Advisors, Llc | Buy | +438 | — | 438 | $61.83K | Q4 2025 | Feb 23, 2026 |
| Mv Capital Management, Inc. | Sell | -71 | -7.1% | 928 | $131.00K | Q4 2025 | Feb 23, 2026 |
Frequently asked questions about IJT activity
Which institutional owners are buying IJT?
Institutional owners buying IJT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IJT activity?
"Buy" means an investor increased their reported position in IJT compared to the prior reporting period. This reflects growing exposure to ISHARES S&P SMALL-CAP 600 GR (IJT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IJT increasing?
Institutional interest in IJT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.