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 |
|---|---|---|---|---|---|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
10,971
shares
|
$869,012
0.04% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
10,920
shares
|
$864,973
0.13% of portfolio
|
Q4 2024
Reduced 12.08%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
10,895
shares
|
$862,992
0.01% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
10,837
shares
|
$858,398
0.02% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
10,796
shares
|
$855,151
0.07% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
10,735
shares
|
$850,319
0.04% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,722
shares
|
$849,289
0.01% of portfolio
|
Q4 2024
Reduced 25.79%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
10,686
shares
|
$846,438
0.03% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
10,644
shares
|
$843,111
0.29% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
10,532
shares
|
$834,239
0.75% of portfolio
|
Q1 2025
Reduced 33.12%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
10,527
shares
|
$833,843
0.03% of portfolio
|
Q4 2024
Added 79.76%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
10,521
shares
|
$833,368
0.16% of portfolio
|
Q1 2025
Added 15.95%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
10,516
shares
|
$832,972
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,502
shares
|
$831,863
0.79% of portfolio
|
Q3 2024
Reduced 17.92%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
10,415
shares
|
$824,972
0.07% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,408
shares
|
$824,417
0.01% of portfolio
|
Q3 2023
Reduced 6.3%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
10,311
shares
|
$816,734
0.09% of portfolio
|
Q2 2023
Added 0.03%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
10,290
shares
|
$815,070
0.02% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
10,193
shares
|
$807,387
0.32% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
10,163
shares
|
$805,011
0.03% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
10,097
shares
|
$799,783
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
10,059
shares
|
$796,773
0.12% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
10,059
shares
|
$796,773
0.1% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
10,055
shares
|
$796,456
0.21% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
9,996
shares
|
$791,783
0.0% of portfolio
|
Q4 2024
Added 1.04%
|