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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
4,411
shares
|
$361,878
0.05% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
4,410
shares
|
$361,796
0.01% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
4,405
shares
|
$361,386
0.18% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
4,378
shares
|
$359,171
0.19% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
4,361
shares
|
$357,776
0.11% of portfolio
|
Q4 2022
Reduced 14.1%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
4,324
shares
|
$354,740
0.4% of portfolio
|
Q4 2021
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
4,323
shares
|
$354,658
0.12% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Feb 13, 2025 Q4 2024 |
4,311
shares
|
$353,674
0.15% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
4,293
shares
|
$352,197
0.04% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
4,272
shares
|
$350,474
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
4,272
shares
|
$350,474
0.01% of portfolio
|
Q2 2024
Reduced 8.17%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
4,271
shares
|
$350,392
0.02% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
4,239
shares
|
$347,767
0.04% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
4,209
shares
|
$345,306
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
4,198
shares
|
$344,403
0.1% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
4,172
shares
|
$342,270
0.05% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
4,155
shares
|
$340,876
0.15% of portfolio
|
Q1 2025
Added 30.33%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
4,155
shares
|
$340,876
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
4,143
shares
|
$339,891
0.04% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
4,139
shares
|
$339,563
0.13% of portfolio
|
Q2 2024
Added 280.07%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
4,138
shares
|
$339,481
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,137
shares
|
$339,399
0.01% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
4,132
shares
|
$338,989
0.06% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
4,126
shares
|
$338,497
0.11% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
4,110
shares
|
$337,184
0.02% of portfolio
|
Q3 2024
Reduced 6.46%
|