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 947 institutions that hold shares in the stock, with a total of 70.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
52,102
shares
|
$4.56 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
51,184
shares
|
$4.48 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
50,979
shares
|
$4.46 Million
0.11% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
50,122
shares
|
$4.38 Million
0.08% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
49,947
shares
|
$4.37 Million
0.14% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
49,719
shares
|
$4.35 Million
1.85% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
48,514
shares
|
$4.24 Million
0.02% of portfolio
|
Q1 2025
Added 109.72%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
47,952
shares
|
$4.19 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
47,559
shares
|
$4.16 Million
3.13% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
47,553
shares
|
$4.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.8%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
46,214
shares
|
$4.04 Million
1.65% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
46,000
shares
|
$4.02 Million
0.91% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
44,065
shares
|
$3.85 Million
2.06% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
44,000
shares
|
$3.85 Million
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
43,821
shares
|
$3.83 Million
1.49% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
43,736
shares
|
$3.83 Million
0.53% of portfolio
|
Q1 2025
Added 1251.55%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
43,723
shares
|
$3.82 Million
1.5% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
42,703
shares
|
$3.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
42,589
shares
|
$3.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
42,444
shares
|
$3.71 Million
0.16% of portfolio
|
Q1 2025
Added 39.03%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
42,170
shares
|
$3.69 Million
1.22% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
42,062
shares
|
$3.68 Million
0.02% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
42,045
shares
|
$3.68 Million
0.31% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
41,936
shares
|
$3.67 Million
0.12% of portfolio
|
Q1 2025
Reduced 25.48%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
41,506
shares
|
$3.63 Million
0.8% of portfolio
|
Q1 2025
Reduced 1.51%
|