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 974 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 $6.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
136
shares
|
$12,113
0.0% of portfolio
|
Q4 2024
Added 338.71%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
135
shares
|
$12,024
0.0% of portfolio
|
Q4 2024
Added 40.63%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
132
shares
|
$11,757
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
132
shares
|
$11,757
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
124
shares
|
$11,044
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
120
shares
|
$10,688
0.0% of portfolio
|
Q3 2024
Reduced 69.85%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
115
shares
|
$10,243
0.01% of portfolio
|
Q1 2024
Reduced 87.7%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
114
shares
|
$10,153
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
112
shares
|
$9,975
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
112
shares
|
$9,975
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
111
shares
|
$9,886
0.01% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
100
shares
|
$8,907
0.0% of portfolio
|
Q3 2023
Reduced 77.88%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
98
shares
|
$8,728
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
94
shares
|
$8,372
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
94
shares
|
$8,372
0.01% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
93
shares
|
$8,283
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
89
shares
|
$7,927
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
88
shares
|
$7,838
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
87
shares
|
$7,749
0.0% of portfolio
|
Q1 2024
Added 1.16%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
84
shares
|
$7,481
0.0% of portfolio
|
Q3 2024
Reduced 81.54%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
80
shares
|
$7,125
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
72
shares
|
$6,413
0.01% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
72
shares
|
$6,413
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
65
shares
|
$5,789
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
62
shares
|
$5,522
0.0% of portfolio
|
Q3 2024
Reduced 49.59%
|