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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
16,663
shares
|
$1.47 Million
0.05% of portfolio
|
Q1 2025
Added 37.56%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
16,638
shares
|
$1.47 Million
0.86% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
16,582
shares
|
$1.46 Million
0.15% of portfolio
|
Q1 2021
Reduced 24.93%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
16,552
shares
|
$1.46 Million
0.46% of portfolio
|
Q1 2025
Reduced 41.22%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
16,520
shares
|
$1.46 Million
0.31% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
16,317
shares
|
$1.44 Million
0.69% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
16,207
shares
|
$1.43 Million
0.15% of portfolio
|
Q3 2022
Reduced 37.81%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
16,078
shares
|
$1.42 Million
0.37% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
16,004
shares
|
$1.41 Million
0.99% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
15,952
shares
|
$1.41 Million
0.26% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
15,949
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
15,920
shares
|
$1.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
15,908
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,860
shares
|
$1.4 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
15,835
shares
|
$1.39 Million
0.93% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
15,805
shares
|
$1.39 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
15,764
shares
|
$1.39 Million
0.12% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
15,466
shares
|
$1.36 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
15,323
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
15,233
shares
|
$1.34 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
15,225
shares
|
$1.34 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
15,224
shares
|
$1.34 Million
0.12% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
15,175
shares
|
$1.34 Million
0.55% of portfolio
|
Q4 2023
Added 142.33%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
15,157
shares
|
$1.34 Million
0.04% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
15,037
shares
|
$1.32 Million
0.7% of portfolio
|
Q4 2024
New holding
|