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 948 institutions that hold shares in the stock, with a total of 70.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
224,095
shares
|
$19.7 Million
0.8% of portfolio
|
Q1 2025
Added 33.01%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
221,820
shares
|
$19.5 Million
0.18% of portfolio
|
Q1 2025
Added 58.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
212,800
shares
|
$18.7 Million
0.02% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
212,661
shares
|
$18.7 Million
0.04% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
201,574
shares
|
$17.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 26.78%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
196,434
shares
|
$17.3 Million
0.02% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
195,533
shares
|
$17.2 Million
0.46% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
193,442
shares
|
$17 Million
1.73% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
184,447
shares
|
$16.2 Million
4.85% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
174,554
shares
|
$15.4 Million
5.46% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
174,179
shares
|
$15.3 Million
1.87% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
171,244
shares
|
$15.1 Million
0.06% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
162,251
shares
|
$14.3 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
161,301
shares
|
$14.2 Million
1.09% of portfolio
|
Q4 2022
Reduced 1.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
160,118
shares
|
$14.1 Million
0.03% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
159,703
shares
|
$14.1 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
158,412
shares
|
$14 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
146,613
shares
|
$12.9 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
144,763
shares
|
$12.8 Million
0.15% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
143,956
shares
|
$12.7 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
142,893
shares
|
$12.6 Million
3.46% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
142,686
shares
|
$12.6 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
139,545
shares
|
$12.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
136,204
shares
|
$12 Million
1.9% of portfolio
|
Q1 2025
Reduced 15.98%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
122,260
shares
|
$10.8 Million
1.2% of portfolio
|
Q1 2025
Added 2.31%
|