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 952 institutions that hold shares in the stock, with a total of 69.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
256
shares
|
$23,567
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
244
shares
|
$22,462
0.02% of portfolio
|
Q1 2025
Added 78.1%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
240
shares
|
$22,094
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
233
shares
|
$21,449
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
232
shares
|
$21,357
0.0% of portfolio
|
Q1 2024
Reduced 61.59%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
213
shares
|
$19,608
0.0% of portfolio
|
Q3 2024
Reduced 28.52%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
213
shares
|
$19,608
0.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
211
shares
|
$19,424
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
210
shares
|
$19,332
0.02% of portfolio
|
Q2 2025
Reduced 99.63%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
208
shares
|
$19,148
0.0% of portfolio
|
Q2 2022
Reduced 27.78%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
204
shares
|
$18,780
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
201
shares
|
$18,504
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
198
shares
|
$18,227
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
195
shares
|
$17,951
0.01% of portfolio
|
Q2 2025
Reduced 57.24%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
188
shares
|
$17,307
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
178
shares
|
$16,386
0.0% of portfolio
|
Q1 2025
Reduced 71.24%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
174
shares
|
$16,018
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
172
shares
|
$15,834
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
166
shares
|
$15,281
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
166
shares
|
$15,281
0.0% of portfolio
|
Q1 2025
Added 22.06%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
160
shares
|
$14,729
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
160
shares
|
$14,729
0.01% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
160
shares
|
$14,729
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
160
shares
|
$14,729
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
159
shares
|
$14,637
0.0% of portfolio
|
Q4 2024
Added 297.5%
|