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 |
|---|---|---|---|---|---|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Feb 13, 2025 Q4 2024 |
5,860
shares
|
$464,170
0.49% of portfolio
|
Q4 2023
Added 10.03%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
5,860
shares
|
$464,170
0.0% of portfolio
|
Q4 2024
Added 22.83%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
5,804
shares
|
$459,734
0.06% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
5,761
shares
|
$456,328
0.03% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
5,724
shares
|
$453,398
0.11% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
5,724
shares
|
$453,398
0.02% of portfolio
|
Q3 2022
Added 7.11%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
5,716
shares
|
$452,764
0.02% of portfolio
|
Q3 2023
Added 16.27%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
5,701
shares
|
$451,576
0.1% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
5,695
shares
|
$451,100
0.03% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
5,688
shares
|
$450,546
0.0% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,660
shares
|
$448,328
0.01% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,634
shares
|
$446,269
0.01% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
5,626
shares
|
$445,635
0.03% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
5,624
shares
|
$445,477
0.02% of portfolio
|
Q1 2025
Added 56.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
5,594
shares
|
$443,100
0.03% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
5,563
shares
|
$440,645
0.02% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
5,537
shares
|
$438,585
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
5,532
shares
|
$438,189
0.26% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
5,494
shares
|
$435,179
0.08% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
5,475
shares
|
$433,674
0.01% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
5,437
shares
|
$430,664
0.14% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
5,432
shares
|
$430,268
0.1% of portfolio
|
Q3 2023
Reduced 2.34%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
5,429
shares
|
$430,031
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
5,408
shares
|
$428,367
0.02% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
5,406
shares
|
$428,209
0.26% of portfolio
|
Q1 2024
New holding
|