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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
339
shares
|
$27,811
0.01% of portfolio
|
Q1 2025
Added 260.64%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
338
shares
|
$27,729
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
322
shares
|
$26,416
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
320
shares
|
$26,252
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
308
shares
|
$25,268
0.01% of portfolio
|
Q4 2020
Added 1084.62%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
306
shares
|
$25,104
0.0% of portfolio
|
Q1 2024
Reduced 1.63%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
300
shares
|
$24,612
0.02% of portfolio
|
Q1 2025
Reduced 34.78%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
300
shares
|
$24,612
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
296
shares
|
$24,283
0.01% of portfolio
|
Q1 2023
Reduced 63.0%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
288
shares
|
$23,627
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
288
shares
|
$23,627
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
284
shares
|
$23,299
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
280
shares
|
$22,971
0.0% of portfolio
|
Q2 2022
Reduced 61.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
272
shares
|
$22,314
0.0% of portfolio
|
Q1 2025
Reduced 45.71%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
259
shares
|
$21,248
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
256
shares
|
$21,002
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
240
shares
|
$19,689
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
233
shares
|
$19,115
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
232
shares
|
$19,033
0.0% of portfolio
|
Q1 2024
Reduced 61.59%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
213
shares
|
$17,474
0.01% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
213
shares
|
$17,474
0.0% of portfolio
|
Q3 2024
Reduced 28.52%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
211
shares
|
$17,310
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
210
shares
|
$17,228
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
208
shares
|
$17,064
0.0% of portfolio
|
Q2 2022
Reduced 27.78%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
204
shares
|
$16,736
0.01% of portfolio
|
Q3 2023
New holding
|