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 |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
6,400
shares
|
$506,943
0.04% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
6,397
shares
|
$506,706
0.01% of portfolio
|
Q4 2024
Added 46.96%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
6,355
shares
|
$503,379
0.01% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
6,352
shares
|
$503,141
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
6,351
shares
|
$503,062
0.01% of portfolio
|
Q1 2025
Added 30.54%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
6,340
shares
|
$502,191
0.18% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
6,300
shares
|
$499,022
0.4% of portfolio
|
Q4 2020
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
6,298
shares
|
$498,864
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,274
shares
|
$496,963
0.11% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
6,257
shares
|
$495,616
0.05% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
6,226
shares
|
$493,161
0.0% of portfolio
|
Q4 2024
Reduced 73.55%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
6,206
shares
|
$491,577
0.41% of portfolio
|
Q4 2024
Reduced 59.43%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,186
shares
|
$489,993
0.01% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
6,134
shares
|
$485,874
0.02% of portfolio
|
Q3 2024
Added 28.92%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
6,125
shares
|
$485,161
0.02% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
6,112
shares
|
$484,131
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
6,110
shares
|
$483,973
0.32% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
6,055
shares
|
$479,616
0.25% of portfolio
|
Q4 2024
Reduced 11.58%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
6,050
shares
|
$479,220
0.01% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
5,992
shares
|
$474,626
0.22% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
5,939
shares
|
$470,428
0.23% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
5,900
shares
|
$467,338
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
5,882
shares
|
$465,913
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
5,869
shares
|
$464,883
0.34% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,864
shares
|
$464,487
0.04% of portfolio
|
Q3 2023
Added 12.92%
|