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 |
|---|---|---|---|---|---|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
51,881
shares
|
$4.62 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
50,911
shares
|
$4.53 Million
0.18% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
50,649
shares
|
$4.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
50,080
shares
|
$4.46 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
49,947
shares
|
$4.45 Million
0.15% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
49,821
shares
|
$4.44 Million
0.09% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
48,961
shares
|
$4.36 Million
3.49% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
48,279
shares
|
$4.3 Million
0.03% of portfolio
|
Q4 2024
Added 247.56%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
47,609
shares
|
$4.24 Million
1.0% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
47,288
shares
|
$4.21 Million
1.8% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
47,192
shares
|
$4.2 Million
0.16% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
45,138
shares
|
$4.02 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
44,000
shares
|
$3.92 Million
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
43,977
shares
|
$3.92 Million
1.64% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
43,621
shares
|
$3.89 Million
0.0% of portfolio
|
Q4 2024
Reduced 93.39%
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
43,568
shares
|
$3.88 Million
3.6% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
43,549
shares
|
$3.88 Million
2.05% of portfolio
|
Q4 2024
Added 13.74%
|
|
|
Idaho Trust Bank
Boise, ID |
Feb 07, 2025 Q4 2024 |
43,473
shares
|
$3.87 Million
1.99% of portfolio
|
Q4 2024
Reduced 19.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
43,151
shares
|
$3.84 Million
0.01% of portfolio
|
Q4 2024
Added 16.09%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
42,144
shares
|
$3.75 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
41,457
shares
|
$3.69 Million
0.01% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
41,443
shares
|
$3.69 Million
0.01% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
41,212
shares
|
$3.67 Million
0.11% of portfolio
|
Q4 2024
Reduced 41.42%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
41,032
shares
|
$3.65 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
40,840
shares
|
$3.64 Million
1.23% of portfolio
|
Q4 2024
Reduced 1.45%
|