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 |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
514
shares
|
$42,168
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
512
shares
|
$42,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
500
shares
|
$41,020
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
496
shares
|
$40,691
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
495
shares
|
$40,609
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
489
shares
|
$40,117
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
477
shares
|
$39,133
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
472
shares
|
$38,722
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
469
shares
|
$38,476
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
464
shares
|
$38,066
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
455
shares
|
$37,328
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
452
shares
|
$37,082
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
440
shares
|
$36,097
0.02% of portfolio
|
Q1 2023
Reduced 47.62%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
421
shares
|
$34,538
0.0% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
420
shares
|
$34,456
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
408
shares
|
$33,472
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
400
shares
|
$32,816
0.02% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
396
shares
|
$32,487
0.0% of portfolio
|
Q3 2021
Added 300.0%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
392
shares
|
$32,159
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
368
shares
|
$30,190
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
368
shares
|
$30,190
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
368
shares
|
$30,190
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
365
shares
|
$29,944
0.0% of portfolio
|
Q4 2024
Reduced 25.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
348
shares
|
$28,549
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
340
shares
|
$27,893
0.02% of portfolio
|
Q4 2024
New holding
|