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 |
|---|---|---|---|---|---|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
15,216
shares
|
$1.21 Million
0.12% of portfolio
|
Q4 2024
Added 24.89%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
15,175
shares
|
$1.2 Million
0.55% of portfolio
|
Q4 2023
Added 142.33%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
15,037
shares
|
$1.19 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
15,029
shares
|
$1.19 Million
0.14% of portfolio
|
Q4 2024
Reduced 55.1%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
14,976
shares
|
$1.19 Million
0.7% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
14,884
shares
|
$1.18 Million
0.6% of portfolio
|
Q1 2024
Added 8.66%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,608
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2024
Reduced 15.23%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
14,584
shares
|
$1.16 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
14,489
shares
|
$1.15 Million
0.1% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
14,326
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.23%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
14,311
shares
|
$1.13 Million
0.14% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
14,307
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
14,128
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
13,952
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
13,898
shares
|
$1.1 Million
0.06% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
13,872
shares
|
$1.1 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
13,800
shares
|
$1.09 Million
0.05% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
13,615
shares
|
$1.08 Million
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
13,612
shares
|
$1.08 Million
0.32% of portfolio
|
Q1 2025
Added 23.7%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
13,437
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
13,423
shares
|
$1.06 Million
0.18% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
13,386
shares
|
$1.06 Million
0.16% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
13,317
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
13,268
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
13,200
shares
|
$1.05 Million
2.33% of portfolio
|
Q4 2023
New holding
|