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 |
|---|---|---|---|---|---|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
3,199
shares
|
$262,445
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
3,185
shares
|
$261,297
0.13% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
3,156
shares
|
$258,918
0.0% of portfolio
|
Q4 2024
Added 19.0%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
3,150
shares
|
$258,426
0.02% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,133
shares
|
$257,031
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
3,133
shares
|
$257,031
0.18% of portfolio
|
Q1 2024
Added 10.79%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
3,125
shares
|
$256,375
0.18% of portfolio
|
Q1 2025
Added 21.6%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,125
shares
|
$256,375
0.02% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
3,116
shares
|
$255,636
0.12% of portfolio
|
Q4 2024
Reduced 69.78%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,101
shares
|
$254,406
0.02% of portfolio
|
Q1 2025
Added 103266.67%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
3,076
shares
|
$252,355
0.0% of portfolio
|
Q1 2025
Reduced 63.39%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,040
shares
|
$249,401
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,036
shares
|
$249,073
0.03% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
3,036
shares
|
$249,073
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
3,032
shares
|
$248,745
0.03% of portfolio
|
Q2 2024
Reduced 5.78%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,031
shares
|
$248,663
0.01% of portfolio
|
Q2 2024
Reduced 2.41%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
3,000
shares
|
$246,120
0.01% of portfolio
|
Q3 2023
Reduced 4.82%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$246,120
0.13% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,993
shares
|
$245,545
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
2,985
shares
|
$244,889
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,984
shares
|
$244,807
0.17% of portfolio
|
Q4 2021
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,980
shares
|
$244,479
0.01% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
2,968
shares
|
$243,494
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,967
shares
|
$243,412
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
2,960
shares
|
$242,838
0.05% of portfolio
|
Q4 2024
Added 0.34%
|