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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
198
shares
|
$16,243
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
188
shares
|
$15,423
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
180
shares
|
$14,767
0.0% of portfolio
|
Q4 2020
Added 6.51%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
174
shares
|
$14,274
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
172
shares
|
$14,110
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
166
shares
|
$13,618
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
160
shares
|
$13,126
0.01% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
160
shares
|
$13,126
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
160
shares
|
$13,126
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
160
shares
|
$13,126
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
159
shares
|
$13,044
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
159
shares
|
$13,044
0.0% of portfolio
|
Q4 2024
Added 297.5%
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
154
shares
|
$12,634
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
148
shares
|
$12,141
0.0% of portfolio
|
Q4 2022
Reduced 22.51%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
142
shares
|
$11,649
0.0% of portfolio
|
Q2 2024
Reduced 95.55%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
140
shares
|
$11,485
0.0% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
137
shares
|
$11,239
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
136
shares
|
$11,157
0.0% of portfolio
|
Q4 2024
Added 338.71%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
136
shares
|
$11,157
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
135
shares
|
$11,075
0.0% of portfolio
|
Q4 2024
Added 40.63%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
132
shares
|
$10,829
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
132
shares
|
$10,829
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
124
shares
|
$10,172
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
120
shares
|
$9,844
0.0% of portfolio
|
Q3 2024
Reduced 69.85%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
115
shares
|
$9,434
0.01% of portfolio
|
Q1 2024
Reduced 87.7%
|