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 967 institutions that hold shares in the stock, with a total of 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
17,799
shares
|
$1.41 Million
0.37% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,796
shares
|
$1.41 Million
0.05% of portfolio
|
Q3 2022
Reduced 2.89%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
17,616
shares
|
$1.4 Million
0.1% of portfolio
|
Q4 2024
Added 138.54%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
17,555
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2025
Added 53.43%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
17,184
shares
|
$1.36 Million
0.07% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
16,970
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.67%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
16,900
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
16,811
shares
|
$1.33 Million
1.08% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
16,740
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
16,699
shares
|
$1.32 Million
0.03% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
16,663
shares
|
$1.32 Million
0.05% of portfolio
|
Q1 2025
Added 37.56%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
16,582
shares
|
$1.31 Million
0.15% of portfolio
|
Q1 2021
Reduced 24.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
16,488
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
Reduced 89.77%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
16,288
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Added 35.64%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
16,161
shares
|
$1.28 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
16,156
shares
|
$1.28 Million
0.2% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
16,078
shares
|
$1.27 Million
0.37% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
15,952
shares
|
$1.26 Million
0.26% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,860
shares
|
$1.26 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
15,773
shares
|
$1.25 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
15,764
shares
|
$1.25 Million
0.12% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
15,534
shares
|
$1.23 Million
0.99% of portfolio
|
Q4 2024
Added 19.94%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
15,311
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
15,246
shares
|
$1.21 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
15,233
shares
|
$1.21 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.37%
|