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 974 institutions that hold shares in the stock, with a total of 70.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
534,473
shares
|
$44.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
525,511
shares
|
$44.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
508,371
shares
|
$42.6 Million
0.1% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
502,265
shares
|
$42.1 Million
0.77% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
484,036
shares
|
$40.6 Million
2.02% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
481,544
shares
|
$40.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
478,539
shares
|
$40.1 Million
0.8% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
454,027
shares
|
$38.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
442,234
shares
|
$37.1 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
414,157
shares
|
$34.7 Million
1.06% of portfolio
|
Q4 2024
Added 1438.53%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
409,335
shares
|
$34.3 Million
0.09% of portfolio
|
Q3 2023
Reduced 4.48%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
389,529
shares
|
$32.7 Million
6.75% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
372,983
shares
|
$31.3 Million
0.06% of portfolio
|
Q4 2024
Added 13.7%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
327,886
shares
|
$27.5 Million
1.03% of portfolio
|
Q3 2023
Reduced 2.13%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
302,999
shares
|
$25.4 Million
7.73% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
302,999
shares
|
$25.4 Million
7.95% of portfolio
|
Q4 2022
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
275,310
shares
|
$23.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 47.65%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
272,844
shares
|
$22.9 Million
0.02% of portfolio
|
Q4 2024
Added 30.96%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
271,843
shares
|
$22.8 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
270,358
shares
|
$22.7 Million
0.07% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
270,033
shares
|
$22.6 Million
0.22% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
265,167
shares
|
$22.2 Million
3.4% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
263,965
shares
|
$22.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 31.07%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
263,408
shares
|
$22.1 Million
1.66% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
260,231
shares
|
$21.8 Million
0.57% of portfolio
|
Q4 2024
Reduced 6.38%
|