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 |
|---|---|---|---|---|---|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
8,824
shares
|
$698,949
0.07% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
8,802
shares
|
$697,206
0.53% of portfolio
|
Q2 2023
Reduced 21.63%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
8,792
shares
|
$696,414
0.21% of portfolio
|
Q4 2024
Reduced 62.67%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
8,675
shares
|
$687,146
0.08% of portfolio
|
Q1 2025
Added 18.2%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
8,647
shares
|
$684,928
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
8,638
shares
|
$684,215
0.05% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
8,630
shares
|
$683,582
0.01% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
8,623
shares
|
$683,027
0.24% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
8,614
shares
|
$682,314
0.38% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
8,587
shares
|
$680,176
0.35% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
8,472
shares
|
$671,067
0.42% of portfolio
|
Q4 2024
Added 22.16%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
8,426
shares
|
$667,423
0.49% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
8,423
shares
|
$667,185
0.01% of portfolio
|
Q2 2024
Reduced 15.12%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
8,294
shares
|
$656,967
0.2% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Feb 14, 2025 Q4 2024 |
8,285
shares
|
$656,254
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8,284
shares
|
$656,175
0.01% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
8,275
shares
|
$655,462
0.15% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
8,254
shares
|
$653,799
0.08% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
8,243
shares
|
$652,928
1.1% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
8,210
shares
|
$650,314
0.35% of portfolio
|
Q4 2024
Reduced 18.58%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,183
shares
|
$648,175
0.1% of portfolio
|
Q2 2023
Reduced 1.25%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
8,171
shares
|
$647,224
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
8,137
shares
|
$644,531
0.12% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
8,075
shares
|
$639,620
0.06% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,031
shares
|
$636,135
0.08% of portfolio
|
Q1 2025
Added 0.1%
|