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 |
|---|---|---|---|---|---|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
3,740
shares
|
$306,829
0.05% of portfolio
|
Q3 2022
Reduced 10.1%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Apr 22, 2025 Q1 2025 |
3,736
shares
|
$306,501
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,728
shares
|
$305,845
0.02% of portfolio
|
Q2 2023
Reduced 3.67%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
3,722
shares
|
$305,352
0.26% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
3,707
shares
|
$304,122
0.05% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,658
shares
|
$300,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
3,653
shares
|
$299,692
0.04% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
3,644
shares
|
$298,953
0.06% of portfolio
|
Q2 2023
Reduced 14.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
3,643
shares
|
$298,871
0.0% of portfolio
|
Q4 2024
Reduced 88.24%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
3,636
shares
|
$298,297
0.06% of portfolio
|
Q1 2022
Reduced 5.31%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,630
shares
|
$297,805
0.02% of portfolio
|
Q4 2024
Reduced 77.16%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
3,630
shares
|
$297,805
0.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
3,619
shares
|
$296,902
0.14% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,591
shares
|
$294,605
0.05% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
3,571
shares
|
$292,964
0.13% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
3,556
shares
|
$291,734
0.22% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
3,556
shares
|
$291,734
0.01% of portfolio
|
Q3 2024
Added 23.99%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
3,539
shares
|
$290,339
0.02% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,490
shares
|
$286,319
0.11% of portfolio
|
Q4 2023
Reduced 7.92%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
3,490
shares
|
$286,319
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
3,483
shares
|
$285,745
0.03% of portfolio
|
Q4 2024
Reduced 12.79%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
3,481
shares
|
$285,581
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
3,425
shares
|
$280,987
0.04% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
3,424
shares
|
$280,904
0.12% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Farmers Trust CO
|
Apr 04, 2025 Q1 2025 |
3,424
shares
|
$280,904
0.05% of portfolio
|
Q3 2024
New holding
|