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 |
|---|---|---|---|---|---|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
9,985
shares
|
$790,911
0.08% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
9,983
shares
|
$790,753
0.0% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
9,949
shares
|
$788,060
0.0% of portfolio
|
Q4 2024
Added 112.59%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,868
shares
|
$781,644
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
9,857
shares
|
$780,772
0.06% of portfolio
|
Q1 2025
Added 177.82%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,818
shares
|
$777,683
0.0% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
9,780
shares
|
$774,673
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
9,710
shares
|
$769,129
0.09% of portfolio
|
Q4 2024
Added 22.76%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
9,658
shares
|
$765,010
0.01% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
9,599
shares
|
$760,336
0.28% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
9,574
shares
|
$758,356
0.01% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
9,497
shares
|
$752,257
0.03% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
9,481
shares
|
$750,990
0.04% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
9,452
shares
|
$748,692
0.01% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
9,436
shares
|
$747,425
0.03% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
9,415
shares
|
$745,762
0.38% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
9,373
shares
|
$742,435
0.1% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
9,354
shares
|
$740,930
0.03% of portfolio
|
Q4 2024
Reduced 25.09%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
9,084
shares
|
$719,543
0.58% of portfolio
|
Q2 2023
Reduced 13.35%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
9,040
shares
|
$716,058
0.05% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
9,021
shares
|
$714,553
0.02% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
8,928
shares
|
$707,186
0.08% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,888
shares
|
$704,018
0.25% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
8,881
shares
|
$703,464
0.28% of portfolio
|
Q4 2023
Added 0.53%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
8,855
shares
|
$701,404
0.06% of portfolio
|
Q1 2025
Added 0.75%
|