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 |
|---|---|---|---|---|---|
|
Hwg Holdings LP
Houston, TX |
Apr 22, 2025 Q1 2025 |
937
shares
|
$76,871
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
914
shares
|
$74,984
0.0% of portfolio
|
Q2 2022
Reduced 10.39%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
888
shares
|
$72,851
0.02% of portfolio
|
Q2 2021
Added 4.1%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
840
shares
|
$68,913
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
840
shares
|
$68,913
0.04% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
832
shares
|
$68,257
0.03% of portfolio
|
Q4 2022
Reduced 49.02%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
827
shares
|
$67,847
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
814
shares
|
$66,780
0.02% of portfolio
|
Q1 2025
Reduced 22.62%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
771
shares
|
$63,252
0.01% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
755
shares
|
$61,940
0.02% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
717
shares
|
$58,822
0.03% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
700
shares
|
$57,428
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
700
shares
|
$57,428
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
694
shares
|
$56,935
0.01% of portfolio
|
Q1 2024
Reduced 28.45%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
680
shares
|
$55,787
0.0% of portfolio
|
Q1 2024
Reduced 37.04%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
680
shares
|
$55,787
0.01% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
656
shares
|
$53,818
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
625
shares
|
$51,275
0.0% of portfolio
|
Q1 2022
Reduced 52.83%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
619
shares
|
$50,782
0.0% of portfolio
|
Q4 2024
Reduced 73.43%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
608
shares
|
$49,880
0.01% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
600
shares
|
$49,224
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
595
shares
|
$48,813
0.03% of portfolio
|
Q3 2021
Reduced 23.72%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
581
shares
|
$47,665
0.01% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
578
shares
|
$47,419
0.01% of portfolio
|
Q1 2025
Reduced 32.79%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
560
shares
|
$45,942
0.02% of portfolio
|
Q4 2023
Reduced 41.36%
|