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 |
|---|---|---|---|---|---|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
2,290
shares
|
$187,871
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
2,288
shares
|
$187,707
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
2,286
shares
|
$187,543
0.04% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
2,285
shares
|
$187,461
0.13% of portfolio
|
Q3 2024
Added 25.21%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
2,264
shares
|
$185,738
0.0% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
2,240
shares
|
$183,769
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
2,240
shares
|
$183,769
0.11% of portfolio
|
Q4 2023
Reduced 9.24%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
2,239
shares
|
$183,687
0.01% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
2,217
shares
|
$181,882
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
2,210
shares
|
$181,308
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,208
shares
|
$181,144
0.01% of portfolio
|
Q4 2022
Added 4500.0%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,111
shares
|
$173,186
0.02% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,998
shares
|
$163,915
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,993
shares
|
$163,505
0.01% of portfolio
|
Q4 2024
Added 23.79%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
1,951
shares
|
$160,060
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,894
shares
|
$155,383
0.0% of portfolio
|
Q4 2024
Reduced 13.87%
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
1,890
shares
|
$155,055
0.01% of portfolio
|
Q4 2024
Reduced 16.0%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,842
shares
|
$151,117
0.03% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
1,807
shares
|
$148,246
0.06% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,804
shares
|
$148,000
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
1,727
shares
|
$141,683
0.09% of portfolio
|
Q4 2024
Added 13.47%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
1,724
shares
|
$141,436
0.01% of portfolio
|
Q3 2024
Added 137.79%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,712
shares
|
$140,452
0.0% of portfolio
|
Q2 2023
Reduced 21.76%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,681
shares
|
$137,909
0.03% of portfolio
|
Q2 2019
Closed
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,677
shares
|
$137,581
0.04% of portfolio
|
Q1 2023
Added 5889.29%
|