Who Owns iShares S&P SmallCap 600 Growth ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares S&P SmallCap 600 Growth ETF.
Who crossed 5% of IJT →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Heartwood Wealth Advisors LLCETF196.8K shtrimmed | $31.5M |
| RTD Financial Advisors, Inc.S&P SML 600 GWT85.5K shtrimmed | $13.7M |
| Farther Finance Advisors, LLCETF66.1K shadded | $10.6M |
| Independence Financial Advisors, LLCS&P SML 600 GWT46K shadded | $7.4M |
| First Heartland Consultants, Inc.S&P SML 600 GWT32.1K shadded | $5.2M |
| Councilor Wealth, LLCS&P SML 600 GWT26.6K shtrimmed | $4.3M |
| Baring Financial LLCS&P SML 600 GWT23.2K shadded | $3.7M |
| Lee, Kelleher & Klein Wealth ManagementS&P SML 600 GWT16.9K shadded | $2.7M |
| DIVERSIFIED MANAGEMENT INCS&P SML 600 GWT16.7K shadded | $2.7M |
| Dominguez Wealth Management Solutions, Inc.S&P SML 600 GWT15.9K shadded | $2.6M |
| Pathway Financial Advisors LLCS&P SML 600 GWT14.3K shtrimmed | $2.3M |
| Acropolis Investment Management, LLCS&P SML 600 GWT7.2K shtrimmed | $1.2M |
| Wedmont Private CapitalS&P SML 600 GWT6.5K shadded | $1.1M |
| FINANCIAL MANAGEMENT NETWORK INCS&P SML 600 GWT6.2K shtrimmed | $1M |
| FC Advisory LLCS&P SML 600 GWT4.9K shtrimmed | $786.7K |
| Gerald Baker Financial Group LLCS&P SML 600 GWT4.6K shadded | $743.8K |
| Valeo Financial Advisors, LLCETF4K shtrimmed | $643.2K |
| Sprinkle Financial Consultants LLCS&P SML 600 GWT3.9K shadded | $624.9K |
| Avidian Wealth Enterprises, LLCS&P SML 600 GWT3.7K shtrimmed | $597.2K |
| Bangor Savings BankS&P SML 600 GWT3.6K shheld | $579.3K |
| jvl associates llcS&P SML 600 GWT3.6K shheld | $578K |
| Decker Wealth Management LLCS&P SML 600 GWT3.2K shheld | $516.4K |
| Venture Visionary Partners LLCS&P SML 600 GWT3.2K shadded | $512.9K |
| Cambridge Financial Group, LLCS&P SML 600 GWT2.7K shheld | $490.3K |
| INSPIRION WEALTH ADVISORS, LLCS&P SML 600 GWT3.1K shheld | $490.3K |
| Breakwater Capital GroupS&P SML 600 GWT3K shadded | $475.6K |
| Grove Bank & TrustS&P SML 600 GWT2.7K shheld | $431.4K |
| Atlas Brown,Inc.ETF2.6K shadded | $415.2K |
| Prosperity Planning, Inc.S&P SML 600 GWT2.5K shadded | $401K |
| CENTRAL BANK & TRUST COEquities2.4K shheld | $381.9K |
| YHB Investment Advisors, Inc.S&P SML 600 GWT2.3K shheld | $376.1K |
| SAPIENT CAPITAL LLCS&P SML 600 GWT2.2K shadded | $350.2K |
| CONGRESS ASSET MANAGEMENT COCOM1.9K shadded | $311.4K |
| Paragon Capital Management LtdS&P SML 600 GWT1.8K shheld | $293.6K |
| Vann Equity Management LLCS&P SML 600 GWT1.8K shadded | $287.3K |
| EASTERN BANKS&P SML 600 GWT1.6K shadded | $258.1K |
| DECISION INVESTMENTS, INCS&P SML 600 GWT1.5K shheld | $244.7K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF1.3K shheld | $201.9K |
| Apella Capital, LLCS&P SML 600 GWT1.2K sh— | $201K |
| GAMMA Investing LLCETF767 shheld | $123K |
| ATWOOD & PALMER INCCOM658 shheld | $105.5K |
| GILPIN WEALTH MANAGEMENT, LLCS&P SML 600 GWT610 sh— | $97.8K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund530 shadded | $85K |
| Bullock Wealth Management GroupETF472 shadded | $76K |
| ACIMA PRIVATE WEALTH, LLCETF470 shheld | $75.4K |
| CoreCap Advisors, LLCETF347 shadded | $55.6K |
| Horizons Wealth ManagementETF270 shheld | $43.3K |
| Rosenberg Matthew HamiltonETF194 shheld | $31.1K |
| Bank of New HampshireS&P SML 600 GWT128 shheld | $20.5K |
| Wealth Enhancement Trust Services, Inc.S&P SML 600 GWT113 shheld | $18.1K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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