Institutional Ownership Ishares S&P Midcap 400 Growth (IJK)
This table provides information about the institutional ownership of Ishares S&P Midcap 400 Growth (IJK). We have compiled data on the 948 institutions that hold shares in the stock, with a total of 70.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
19,848
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
19,830
shares
|
$1.75 Million
0.18% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
19,744
shares
|
$1.74 Million
0.51% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
C2 C Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
19,587
shares
|
$1.73 Million
1.54% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
19,443
shares
|
$1.71 Million
0.17% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
19,430
shares
|
$1.71 Million
0.06% of portfolio
|
Q1 2025
Reduced 18.08%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
19,385
shares
|
$1.71 Million
1.26% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
19,373
shares
|
$1.71 Million
0.74% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
19,288
shares
|
$1.7 Million
0.43% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
19,265
shares
|
$1.7 Million
0.49% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,256
shares
|
$1.7 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Slow Capital, Inc.
|
May 01, 2025 Q1 2025 |
18,766
shares
|
$1.65 Million
0.21% of portfolio
|
Q1 2025
Reduced 32.12%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
18,749
shares
|
$1.65 Million
0.04% of portfolio
|
Q1 2025
Reduced 50.24%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
18,117
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
18,021
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.45%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,796
shares
|
$1.57 Million
0.05% of portfolio
|
Q3 2022
Reduced 2.89%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
17,622
shares
|
$1.55 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
17,555
shares
|
$1.55 Million
0.02% of portfolio
|
Q1 2025
Added 53.43%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
17,553
shares
|
$1.55 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
17,412
shares
|
$1.53 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
17,374
shares
|
$1.53 Million
0.05% of portfolio
|
Q1 2025
Reduced 33.31%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
17,184
shares
|
$1.51 Million
0.07% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
16,970
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
16,958
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
16,777
shares
|
$1.48 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.05%
|