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 |
|---|---|---|---|---|---|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
7,060
shares
|
$559,222
0.04% of portfolio
|
Q1 2023
Reduced 1.96%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
7,033
shares
|
$557,083
0.05% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
7,000
shares
|
$554,470
0.28% of portfolio
|
Q1 2024
Reduced 20.54%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
6,995
shares
|
$554,073
0.19% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
6,969
shares
|
$552,014
0.02% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
6,890
shares
|
$545,756
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
6,880
shares
|
$544,964
0.39% of portfolio
|
Q4 2024
Reduced 81.46%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
6,870
shares
|
$544,172
0.05% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
6,861
shares
|
$543,459
0.24% of portfolio
|
Q2 2024
Reduced 6.4%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
6,790
shares
|
$537,835
0.05% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
6,737
shares
|
$533,637
0.41% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
6,711
shares
|
$531,578
0.04% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
6,680
shares
|
$529,122
0.02% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
6,669
shares
|
$528,251
0.1% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
6,636
shares
|
$525,637
0.06% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
6,623
shares
|
$524,607
0.22% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
6,615
shares
|
$523,974
0.51% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
6,568
shares
|
$520,251
0.03% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
6,556
shares
|
$519,300
0.04% of portfolio
|
Q4 2024
Reduced 34.07%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
6,552
shares
|
$518,983
0.42% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
6,547
shares
|
$518,587
0.0% of portfolio
|
Q4 2024
Added 30.06%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
6,532
shares
|
$517,399
0.33% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
6,471
shares
|
$512,567
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
6,461
shares
|
$511,775
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,446
shares
|
$510,587
0.02% of portfolio
|
Q4 2023
Reduced 1.04%
|