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 948 institutions that hold shares in the stock, with a total of 70.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
79,125
shares
|
$6.97 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
77,651
shares
|
$6.84 Million
0.02% of portfolio
|
Q1 2025
Reduced 21.44%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
76,646
shares
|
$6.75 Million
2.31% of portfolio
|
Q1 2025
Added 20.3%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
73,118
shares
|
$6.44 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Oldfather Financial Services, LLC
|
May 01, 2025 Q1 2025 |
71,525
shares
|
$6.3 Million
2.26% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Apr 10, 2025 Q1 2025 |
69,061
shares
|
$6.08 Million
4.47% of portfolio
|
Q1 2025
New holding
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
68,829
shares
|
$6.06 Million
3.26% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
68,576
shares
|
$6.04 Million
0.33% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
66,517
shares
|
$5.86 Million
0.05% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
66,460
shares
|
$5.85 Million
2.04% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
65,597
shares
|
$5.78 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
63,288
shares
|
$5.58 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
62,968
shares
|
$5.55 Million
1.43% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
62,658
shares
|
$5.52 Million
0.16% of portfolio
|
Q4 2023
Added 1.12%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
62,353
shares
|
$5.49 Million
1.53% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
62,008
shares
|
$5.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
60,937
shares
|
$5.37 Million
0.63% of portfolio
|
Q1 2025
Added 21.68%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
58,562
shares
|
$5.16 Million
1.35% of portfolio
|
Q1 2025
Added 69.5%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
58,126
shares
|
$5.12 Million
0.48% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
57,958
shares
|
$5.11 Million
0.9% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
56,389
shares
|
$4.97 Million
4.51% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
56,007
shares
|
$4.93 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
55,416
shares
|
$4.88 Million
0.02% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
55,238
shares
|
$4.87 Million
0.04% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
53,203
shares
|
$4.69 Million
0.23% of portfolio
|
Q1 2025
Added 36.56%
|