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 |
|---|---|---|---|---|---|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
81,506
shares
|
$6.46 Million
0.94% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
81,193
shares
|
$6.43 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
79,597
shares
|
$6.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 24.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
77,651
shares
|
$6.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 21.44%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
74,930
shares
|
$5.94 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
73,115
shares
|
$5.79 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
70,948
shares
|
$5.62 Million
2.46% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
69,545
shares
|
$5.51 Million
2.21% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Apr 10, 2025 Q1 2025 |
69,061
shares
|
$5.47 Million
4.47% of portfolio
|
Q1 2025
New holding
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
68,829
shares
|
$5.45 Million
3.26% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 22, 2025 Q1 2025 |
67,239
shares
|
$5.33 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
63,714
shares
|
$5.05 Million
2.26% of portfolio
|
Q4 2024
Added 1134.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
63,288
shares
|
$5.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
62,968
shares
|
$4.99 Million
1.43% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
62,658
shares
|
$4.96 Million
0.16% of portfolio
|
Q4 2023
Added 1.12%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
62,181
shares
|
$4.93 Million
1.64% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
62,118
shares
|
$4.92 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
60,043
shares
|
$4.76 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.07%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
59,532
shares
|
$4.72 Million
0.06% of portfolio
|
Q2 2024
Added 3.17%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
59,032
shares
|
$4.68 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
57,500
shares
|
$4.55 Million
0.11% of portfolio
|
Q4 2024
Reduced 17.71%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
57,008
shares
|
$4.52 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
56,277
shares
|
$4.46 Million
0.17% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
55,416
shares
|
$4.39 Million
0.02% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
55,237
shares
|
$4.38 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.35%
|