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 |
|---|---|---|---|---|---|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
5,400
shares
|
$427,733
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,399
shares
|
$427,654
0.01% of portfolio
|
Q3 2021
Reduced 19.65%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,388
shares
|
$426,783
0.02% of portfolio
|
Q1 2022
Added 25.54%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
5,383
shares
|
$426,387
0.03% of portfolio
|
Q4 2024
Added 99.59%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
5,380
shares
|
$426,149
0.25% of portfolio
|
Q4 2022
Reduced 14.87%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,375
shares
|
$425,753
0.01% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
5,375
shares
|
$425,753
0.36% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
5,370
shares
|
$425,357
0.0% of portfolio
|
Q4 2024
Reduced 93.31%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
5,314
shares
|
$420,921
0.03% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
5,196
shares
|
$411,575
0.02% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,184
shares
|
$410,624
0.01% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
5,098
shares
|
$403,812
0.01% of portfolio
|
Q4 2024
Reduced 92.96%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
5,073
shares
|
$401,832
0.41% of portfolio
|
Q4 2024
Added 16810.0%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
5,051
shares
|
$400,089
0.07% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
5,039
shares
|
$399,139
0.01% of portfolio
|
Q4 2024
Added 43.15%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,976
shares
|
$394,148
0.17% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
4,976
shares
|
$394,148
0.0% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Geneva Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
4,968
shares
|
$393,515
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
4,903
shares
|
$388,366
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
4,901
shares
|
$388,208
0.33% of portfolio
|
Q2 2023
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
4,881
shares
|
$386,624
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
4,858
shares
|
$384,802
0.04% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
4,852
shares
|
$384,326
0.0% of portfolio
|
Q4 2024
Added 38.0%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
4,836
shares
|
$383,059
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,811
shares
|
$381,079
0.03% of portfolio
|
Q4 2024
New holding
|