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iShares S&P Small-Cap 600 Growth ETF - IJT

iShares S&P Small-Cap 600 Growth ETF - IJT

Profile

Data Providers

Quote

  • nav ($)
    172.32
  • nav change
    2.29 / 1.4%
(As of Tuesday April 03, 2018)

Overview

  • distribution channel

    Institutional

  • ticker

    IJT

  • category

    Small-Cap Growth Funds

  • management type

    Index

  • total assets

    $5.08B

Read description

Fund Scorecard

assets
$5B
Great
flows
$443M
Great
fees
0.25%
Lowest
turnover
52%
Below Average
performance
15.60%
Below Average
manager tenure
7.0
Average

Advisors Using This Fund

Holders

ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary

holder

People's United Financial, Inc.

Capital Analysts, Inc.
Beaumont Financial Partners, Llc

Private Bank & Trust Co

Lvz Advisors, Inc.
Hightower Advisors, Llc

Tnb Financial

Ghp Investment Advisors, Inc.
Alexandria Capital, Llc
Eqis Capital Management, Inc.

City Holding Co

Raymond James & Associates

Bronfman E.L. Rothschild, L.P.

Donaldson Capital Management, Llc

Umb Bank N A/Mo

Nelson, Van Denburg & Campbell Wealth Management Group, Llc
Patten Group, Inc.

Motco

Ken Stern & Associates, Inc.
King Luther Capital Management Corp

Fifth Third Bancorp

Ct Financial Advisors Llc

Manufacturers Life Insurance Company, The

Sawtooth Asset Management, Inc.

High Falls Advisors, Inc

Mai Capital Management
Cls Investments, Llc
Assetmark, Inc

First Hawaiian Bank

Lpl Financial Llc
Raymond James Financial Services Advisors, Inc.
Mcnamara Financial Services, Inc.
Conning Inc.

Ameriprise Financial Inc

West Coast Financial Llc
Citigroup Inc

Barclays Plc

Sei Investments Co
Blue Edge Capital, Llc
Hanson Mcclain, Inc.
Stratos Wealth Partners, Ltd.
Risk Paradigm Group, Llc

Tctc Holdings, Llc

Commonwealth Equity Services, Inc

Bangor Savings Bank

Investors Capital Advisory Services

M&T Bank Corp

National Planning Corp
Integrated Wealth Management
Quantum Capital Management
Pacific Financial Group Inc

Susquehanna International Group, Llp

Ballentine Partners, Llc
Pinnacle Associates Ltd

Kalos Management, Inc.

Leonetti & Associates, Llc
Mather Group, Inc.
Johnson Investment Counsel Inc
Wealthtrust Fairport, Llc
Transamerica Financial Advisors, Inc.
Millennium Management Llc
Cahill Financial Advisors Inc

American International Group Inc

Next Financial Group, Inc
Hutchens Investment Management Inc
Concert Wealth Management Inc.
Westport Resources Management Inc
Piershale Financial Group, Inc.
Mariner Wealth Advisors, Llc
Starfire Investment Advisers, Inc.
Northrock Partners, Llc
Courier Capital Corp
Northern Trust Corp
Cutter & Co Brokerage, Inc.
Jnba Financial Advisors
Winslow, Evans & Crocker, Inc.
Barometer Capital Management Inc.

Peapack Gladstone Financial Corp

Ladenburg Thalmann Financial Services Inc

Affinity Wealth Management

Central Bank & Trust Co

Mycio Wealth Partners, Llc

Cottage Street Advisors Llc

Morgan Stanley

First Merchants Corp

Confluence Investment Management Llc
Mairs & Power Inc
Interactive Financial Advisors

Credit Suisse Ag/

Plante Moran Financial Advisors, Llc

Ledyard National Bank

First Citizens Bank & Trust Co

Thompson Davis & Co., Inc.

Montecito Bank & Trust

Wells Fargo & Company/Mn
Clear Investment Research, Llc

Firstmerit Bank N A Trustee

Sandy Spring Bank

Cetera Advisors Llc
Lenox Wealth Advisors, Inc.
Capital Advisors, Ltd. Llc
Spectrum Management Group, Inc.

Royal Bank Of Canada

Goldman Sachs Group Inc
Fundx Investment Group, Llc
Cue Financial Group, Inc.
Ameritas Investment Partners, Inc.
Smith Chas P & Associates Pa Cpas
Indexiq Advisors Llc
Financial Advisory Service, Inc.

First Interstate Bank

One Capital Management, Llc
Sns Financial Group, Llc
Roble, Belko & Company, Inc

Lockheed Martin Investment Management Co

Bessemer Group Inc

Rehmann Capital Advisory Group
Alesco Advisors Llc
American Trust Investment Advisors, Llc
Rockefeller Financial Services Inc
Dorsey Wright & Associates

Sg Americas Securities, Llc

Advisors Preferred, Llc
Private Wealth Advisors, Inc.

Ausdal Financial Partners, Inc.

Pinnacle Financial Partners Inc

Enterprise Financial Services Corp

Private Advisor Group, Llc

Financial Counselors Inc

Chicago Partners Investment Group Llc
Bkd Wealth Advisors, Llc

Moisand Fitzgerald Tamayo, Llc

Brick & Kyle, Associates

Pnc Financial Services Group, Inc.

Stifel Financial Corp
Carnick & Kubik, Llc
Feltz Wealth Plan Inc.

Bokf, Na

Wespac Advisors Socal, Llc

Bank Of America Corp /De/

Two Sigma Securities, Llc

Captrust Financial Advisors
Oarsman Capital, Inc.

Massmutual Trust Co Fsb/Adv

Eaton Vance Management
Todd Asset Management Llc

Northwestern Mutual Wealth Management Co

Ifrah Financial Services, Inc.
National Asset Management, Inc.
Brown Advisory Inc
Lba Wealth Management, Llc

Edmonds Duncan Registered Investment Advisors, Llc

Whittier Trust Co

Us Bancorp \De\
Blackrock Inc.
Janney Montgomery Scott Llc
Commonwealth Financial Services, Llc

Asset Dedication, Llc

Hugh Johnson Advisors Llc

Charter Trust Co

South Texas Money Management Ltd

Ubs Group Ag

Wealthtrust Axiom Llc
Overbrook Management Corp
Stratford Consulting, Llc
Spc Financial, Inc.
Tiemann Investment Advisors, Llc
Blair William & Co/Il
Regal Investment Advisors Llc
Koshinski Asset Management, Inc.
Neumann Capital Management, Llc

Cibc World Markets Inc.

Peoples Bank National Association

Asset Management Group, Inc.

Franklin Resources Inc

Metlife Securities, Inc
Capstone Asset Management Co
Bb&T Corp
Provise Management Group, Llc
Brown Brothers Harriman & Co
Joel Isaacson & Co., Llc

Ifp Advisors, Inc

Huntington Steele Llc
Sanctuary Wealth Advisors, Llc
Private Ocean, Llc

Wesbanco Bank Inc

Bbk Capital Partners, Llc
Benjamin F. Edwards & Company, Inc.

Hl Financial Services Llc

1st Global Advisors, Inc.
Davidson D A & Co

Mufg Americas Holdings Corp

First Heartland Consultants, Inc.

Jones Financial Companies Lllp

Ftb Advisors, Inc.

Security National Trust Co

Finemark National Bank & Trust

Jane Street Group, Llc

Family Firm, Inc.
Gradient Investments Llc
Stephens Inc /Ar/
Badgley Phelps & Bell Inc
Colony Group Llc
Pittenger & Anderson Inc

Bank Of New York Mellon Corp

Jpmorgan Chase & Co
Woodmont Investment Counsel Llc
Mcf Advisors Llc

Whittier Trust Co Of Nevada Inc

Comerica Bank

Mv Capital Management, Inc.

Greenleaf Trust

Jfs Wealth Advisors, Llc
Tortoise Investment Management, Llc
Cobiz Investment Management, Llc
Hedeker Wealth Management Group, Llc

Central Trust & Investment Co

Cabot Wealth Management Inc
1832 Asset Management L.P.
Bb&T Securities, Llc

Huntington National Bank

Tower Research Capital Llc

Gemmer Asset Management Llc
United Capital Financial Advisers, Llc
Amerivest Investment Management Llc
Ntv Asset Management Llc

Keybank National Association/Oh

Fmr Llc
Td Ameritrade Trust Co
Acropolis Investment Management, Llc
Cetera Advisor Networks Llc
Texas Yale Capital Corp.

Klingman & Associates, Llc

Parkside Financial Bank & Trust

Investment Centers Of America Inc
Argi Investment Services, Llc
Envestnet Asset Management Inc
Dumont & Blake Investment Advisors Llc
Capital Investment Advisors, Llc

Commerce Bank

Valley National Advisers Inc
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Wfg Advisors, Lp
Shoker Investment Counsel, Inc.
Glenmede Trust Co Na
Macguire, Cheswick & Tuttle Investment Counsel Llc
Cranbrook Wealth Management, Llc
Wealth Architects, Llc
Argentus Capital Management, Llc
Signaturefd, Llc
Duncker Streett & Co Inc
Prospera Financial Services Inc

Northern Oak Wealth Management Inc

First National Bank Of Omaha
Great Lakes Advisors Llc
Gupta Wealth Management Llc
Creative Planning
Advisory Services Network, Llc

Rpg Family Wealth Advisory, Llc

Concannon Wealth Management, Llc
Dowling & Yahnke Llc
Vantage Investment Advisors, Llc

Associated Banc-Corp

Regions Financial Corp

Bremer Trust National Association

Voya Financial Advisors, Inc.
Liberty Capital Management, Inc.
Perigon Wealth Management, Llc

Sunbelt Securities, Inc.

Cambridge Investment Research Advisors, Inc.
Lifeplan Financial Group, Inc
Noven Financial Group, Inc.
First Republic Investment Management, Inc.
Sigma Planning Corp
First Allied Advisory Services, Inc.
    Filing period ending Dec. 31, 2015

    Assets

    Net Assets

    Total Net Assets

    $5.08B

    (Through Mar 2018)
    There is no Assets data available to display at this time.

    Flows

    Net Flows

    1 Year Net Flows

    $443.32M

    (Through Feb 2017)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

    Fees

    Fee Comparison

    expense ratio

    0.25%

    Lowest
    There is no Fee data available to display at this time.

    Turnover

    turnover

    52%

    Below Average
    There is no Turnover data available to display at this time.

    Performance

    Growth of 10k

    1 Year Return

    15.60%

    There is no Performance data available to display at this time.
    Peer Group consists of 584 Small-Cap Growth Funds funds distributed through Institutional channels.

    Risk

    Standard Deviation ¹ 3.76
    Sharpe Ratio ² 0.83
    R-Squared ³ 0.56
    Beta ³ 0.96
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    YTD
    1y
    3y
    5y
    #[[rank]] out of [[total]]
    Small-Cap Growth Funds

    [[percentile|ordinalNumber]]

    percentile

    N/A

    There is no Rank in Category data available to display at this time

    Managers

    Current Fund Managers

    • Greg Savage

      01-01-2008 - present
    • Diane Hsiung

      01-01-2008 - present
    • Jennifer Hsui

      01-01-2012 - present
    • Matthew Goff

      01-01-2013 - present