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 |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
1,200
shares
|
$98,448
0.01% of portfolio
|
Q2 2022
Reduced 51.34%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,198
shares
|
$98,283
0.04% of portfolio
|
Q4 2024
Added 14.31%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
1,171
shares
|
$96,068
0.05% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
1,167
shares
|
$95,740
0.0% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
1,161
shares
|
$95,248
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,157
shares
|
$94,920
0.01% of portfolio
|
Q3 2024
Reduced 37.19%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
1,133
shares
|
$92,951
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
1,127
shares
|
$92,459
0.0% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,127
shares
|
$92,459
0.01% of portfolio
|
Q3 2022
Reduced 16.83%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,127
shares
|
$92,459
0.01% of portfolio
|
Q3 2022
Reduced 16.83%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
1,126
shares
|
$92,377
0.06% of portfolio
|
Q3 2023
Reduced 21.2%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,082
shares
|
$88,767
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
1,076
shares
|
$88,275
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
1,065
shares
|
$87,372
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,041
shares
|
$85,403
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,040
shares
|
$85,321
0.01% of portfolio
|
Q4 2022
Reduced 2.26%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,012
shares
|
$83,024
0.05% of portfolio
|
Q2 2022
Reduced 90.83%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,005
shares
|
$82,450
0.04% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,001
shares
|
$82,122
0.0% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
995
shares
|
$81,629
0.03% of portfolio
|
Q1 2025
Reduced 37.93%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
990
shares
|
$81,219
0.01% of portfolio
|
Q1 2022
Reduced 26.23%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
960
shares
|
$78,758
0.01% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
950
shares
|
$77,938
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
940
shares
|
$77,117
0.0% of portfolio
|
Q1 2024
Reduced 25.4%
|
|
|
Hwg Holdings LP
Houston, TX |
Apr 22, 2025 Q1 2025 |
937
shares
|
$76,871
0.04% of portfolio
|
Q1 2025
New holding
|