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 968 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 |
|---|---|---|---|---|---|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
4,780
shares
|
$392,151
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
4,778
shares
|
$391,987
0.31% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
4,747
shares
|
$389,443
0.19% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
4,744
shares
|
$389,197
0.19% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,743
shares
|
$389,115
0.0% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
4,736
shares
|
$388,541
0.14% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
4,732
shares
|
$388,213
0.08% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,731
shares
|
$388,131
0.01% of portfolio
|
Q4 2023
Reduced 5.66%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,727
shares
|
$387,803
0.02% of portfolio
|
Q4 2024
Reduced 91.18%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,724
shares
|
$387,556
0.09% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
4,721
shares
|
$387,310
0.05% of portfolio
|
Q1 2024
Reduced 46.33%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
4,674
shares
|
$383,454
0.07% of portfolio
|
Q4 2024
Reduced 16.21%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
4,659
shares
|
$382,224
0.02% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
4,639
shares
|
$380,583
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
4,638
shares
|
$380,501
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
4,611
shares
|
$378,286
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
4,605
shares
|
$377,794
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,593
shares
|
$376,809
0.05% of portfolio
|
Q1 2023
Reduced 3.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,592
shares
|
$376,727
0.01% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
4,520
shares
|
$370,820
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,517
shares
|
$370,574
0.16% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,514
shares
|
$370,328
0.01% of portfolio
|
Q4 2024
Added 26.27%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,430
shares
|
$363,437
0.15% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,427
shares
|
$363,191
0.04% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,421
shares
|
$362,698
0.22% of portfolio
|
Q4 2024
Added 4.76%
|