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 948 institutions that hold shares in the stock, with a total of 70.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
551,984
shares
|
$48.6 Million
0.01% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
531,296
shares
|
$46.8 Million
0.09% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
522,075
shares
|
$46 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
503,060
shares
|
$44.3 Million
0.75% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
493,517
shares
|
$43.5 Million
1.89% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
481,544
shares
|
$42.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
473,833
shares
|
$41.7 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
438,829
shares
|
$38.7 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
425,800
shares
|
$37.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
409,335
shares
|
$36.1 Million
0.09% of portfolio
|
Q3 2023
Reduced 4.48%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
385,197
shares
|
$33.9 Million
6.36% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
327,886
shares
|
$28.9 Million
1.03% of portfolio
|
Q3 2023
Reduced 2.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
321,868
shares
|
$28.4 Million
0.24% of portfolio
|
Q1 2025
Added 19.2%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
313,613
shares
|
$27.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.92%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
310,433
shares
|
$27.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 41.05%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
302,999
shares
|
$26.7 Million
7.73% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
302,999
shares
|
$26.7 Million
7.95% of portfolio
|
Q4 2022
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
300,562
shares
|
$26.5 Million
3.5% of portfolio
|
Q1 2025
Added 13.35%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
270,851
shares
|
$23.9 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
267,693
shares
|
$23.6 Million
1.48% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
260,381
shares
|
$22.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
257,549
shares
|
$22.7 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
254,469
shares
|
$22.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
224,967
shares
|
$19.8 Million
2.47% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
224,166
shares
|
$19.7 Million
1.66% of portfolio
|
Q1 2025
Added 1.22%
|