Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / S&P SML 600 GWT
-
Total 13F shares
-
1,725,644
-
Share change
-
+86,872
-
Total reported value
-
$243,979,313
-
Price per share
-
$141.16
-
Number of holders
-
165
-
Value change
-
+$12,240,828
-
Number of buys
-
54
-
Number of sells
-
60
Institutional Holders of ISHARES TR - S&P SML 600 GWT (IJT) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - S&P SML 600 GWT (IJT) was held by
165 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,725,644 shares.
The largest 10 holders included
Beaumont Financial Advisors, LLC, Heartwood Wealth Advisors LLC, Rodgers & Associates, LTD, LAKE STREET PRIVATE WEALTH, LLC, Capital Advisors, Ltd. LLC, JFS WEALTH ADVISORS, LLC, Lee Financial Co, Ifrah Financial Services, Inc., Clayton Financial Group LLC, and SOA Wealth Advisors, LLC..
This page lists
165
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.