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 953 institutions that hold shares in the stock, with a total of 69.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
4,709
shares
|
$433,510
0.02% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
4,684
shares
|
$431,209
0.02% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
4,674
shares
|
$430,288
0.07% of portfolio
|
Q4 2024
Reduced 16.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,651
shares
|
$428,171
0.01% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
4,639
shares
|
$427,066
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
4,638
shares
|
$426,974
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
4,622
shares
|
$425,501
0.14% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
4,609
shares
|
$424,304
0.28% of portfolio
|
Q1 2025
Reduced 29.66%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
4,595
shares
|
$423,015
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
4,594
shares
|
$422,923
0.01% of portfolio
|
Q1 2025
Reduced 80.48%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,593
shares
|
$422,831
0.05% of portfolio
|
Q1 2023
Reduced 3.1%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
4,575
shares
|
$421,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,514
shares
|
$415,558
0.01% of portfolio
|
Q4 2024
Added 26.27%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,440
shares
|
$408,746
0.02% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,430
shares
|
$407,825
0.15% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,427
shares
|
$407,549
0.03% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
4,427
shares
|
$407,549
0.22% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
4,424
shares
|
$407,273
0.01% of portfolio
|
Q1 2025
Reduced 95.14%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4,411
shares
|
$406,076
0.04% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
4,410
shares
|
$405,984
0.01% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
4,378
shares
|
$403,038
0.17% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
4,342
shares
|
$399,724
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Apr 30, 2025 Q1 2025 |
4,324
shares
|
$398,067
0.41% of portfolio
|
Q4 2021
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
4,323
shares
|
$397,975
0.12% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
4,272
shares
|
$393,280
0.08% of portfolio
|
Q4 2022
New holding
|