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 952 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 $6.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
3,600
shares
|
$331,416
0.07% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,591
shares
|
$330,587
0.05% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
3,556
shares
|
$327,365
0.22% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
3,550
shares
|
$326,813
0.01% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
3,544
shares
|
$326,260
0.06% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
3,490
shares
|
$321,289
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,490
shares
|
$321,289
0.11% of portfolio
|
Q4 2023
Reduced 7.92%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
3,481
shares
|
$320,460
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
3,473
shares
|
$319,724
0.03% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
3,461
shares
|
$318,619
0.11% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
3,453
shares
|
$317,883
0.04% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
3,442
shares
|
$316,870
0.0% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
3,429
shares
|
$315,673
0.11% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
3,425
shares
|
$315,305
0.04% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,420
shares
|
$314,845
0.1% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
3,416
shares
|
$314,476
0.01% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
3,413
shares
|
$314,200
0.02% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,403
shares
|
$313,280
0.0% of portfolio
|
Q1 2025
Added 22.72%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
3,402
shares
|
$313,188
0.01% of portfolio
|
Q4 2022
Added 4.48%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
3,394
shares
|
$312,451
0.01% of portfolio
|
Q4 2024
Added 103.84%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,387
shares
|
$311,807
0.06% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
3,383
shares
|
$311,438
0.09% of portfolio
|
Q4 2024
Reduced 30.49%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
3,368
shares
|
$310,058
0.1% of portfolio
|
Q4 2024
Added 336.27%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
3,351
shares
|
$308,493
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
3,342
shares
|
$307,664
0.34% of portfolio
|
Q1 2025
New holding
|