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 969 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 $5.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
122,260
shares
|
$9.68 Million
1.2% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
121,534
shares
|
$9.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
118,877
shares
|
$9.42 Million
3.46% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
114,879
shares
|
$9.1 Million
0.15% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
109,546
shares
|
$8.68 Million
0.07% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
107,183
shares
|
$8.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
106,201
shares
|
$8.41 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.92%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
101,423
shares
|
$8.03 Million
1.86% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
White Pine Investment CO
|
Apr 23, 2025 Q1 2025 |
99,328
shares
|
$7.87 Million
2.23% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
98,824
shares
|
$7.83 Million
0.31% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
98,680
shares
|
$7.82 Million
6.46% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
93,542
shares
|
$7.41 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
92,963
shares
|
$7.36 Million
0.26% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
91,917
shares
|
$7.28 Million
1.89% of portfolio
|
Q1 2025
Reduced 55.86%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
91,016
shares
|
$7.21 Million
0.33% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
90,657
shares
|
$7.18 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
90,632
shares
|
$7.18 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
88,145
shares
|
$6.98 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
87,652
shares
|
$6.94 Million
0.19% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
85,691
shares
|
$6.79 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
84,800
shares
|
$6.72 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
84,456
shares
|
$6.69 Million
0.42% of portfolio
|
Q4 2024
Reduced 21.61%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
84,103
shares
|
$6.66 Million
0.86% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
83,194
shares
|
$6.59 Million
0.05% of portfolio
|
Q4 2024
Added 31.14%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
82,302
shares
|
$6.52 Million
0.31% of portfolio
|
Q4 2024
Added 2797.96%
|