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 953 institutions that hold shares in the stock, with a total of 69.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
8,675
shares
|
$798,620
0.08% of portfolio
|
Q1 2025
Added 18.2%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
8,611
shares
|
$792,728
0.02% of portfolio
|
Q2 2025
Added 18.76%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
8,587
shares
|
$790,519
0.35% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
8,583
shares
|
$790,150
0.22% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
8,549
shares
|
$787,020
0.07% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
8,475
shares
|
$780,208
0.05% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
8,472
shares
|
$779,932
0.42% of portfolio
|
Q4 2024
Added 22.16%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
8,451
shares
|
$777,999
0.08% of portfolio
|
Q1 2025
Reduced 43.77%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
8,426
shares
|
$775,697
0.49% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
8,423
shares
|
$775,421
0.01% of portfolio
|
Q2 2024
Reduced 15.12%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
8,370
shares
|
$770,542
0.01% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
8,275
shares
|
$761,796
0.15% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
8,254
shares
|
$759,863
0.08% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
8,248
shares
|
$759,310
0.0% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
8,243
shares
|
$758,850
1.1% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
8,224
shares
|
$757,101
0.29% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,183
shares
|
$753,326
0.1% of portfolio
|
Q2 2023
Reduced 1.25%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
8,137
shares
|
$749,092
0.12% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
8,067
shares
|
$742,648
0.61% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
8,056
shares
|
$741,635
0.02% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
8,016
shares
|
$737,952
0.34% of portfolio
|
Q1 2022
Reduced 28.07%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
8,008
shares
|
$737,216
0.02% of portfolio
|
Q1 2025
Reduced 14.39%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
8,004
shares
|
$736,848
0.19% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
8,000
shares
|
$736,480
0.21% of portfolio
|
Q2 2021
Reduced 17.86%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
7,911
shares
|
$728,286
0.15% of portfolio
|
Q3 2023
Reduced 12.1%
|