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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
41,212
shares
|
$3.6 Million
0.11% of portfolio
|
Q4 2024
Reduced 41.42%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
41,032
shares
|
$3.59 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Ltg Capital LLC
|
Apr 30, 2025 Q1 2025 |
40,917
shares
|
$3.58 Million
3.33% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
40,663
shares
|
$3.56 Million
0.51% of portfolio
|
Q1 2023
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
39,512
shares
|
$3.46 Million
0.55% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
39,008
shares
|
$3.41 Million
0.05% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
38,937
shares
|
$3.41 Million
0.02% of portfolio
|
Q2 2023
Reduced 90.98%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
May 08, 2025 Q1 2025 |
38,748
shares
|
$3.39 Million
2.37% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
38,509
shares
|
$3.37 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
38,013
shares
|
$3.32 Million
1.68% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
36,419
shares
|
$3.19 Million
0.28% of portfolio
|
Q1 2025
Added 10.22%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
36,403
shares
|
$3.18 Million
1.48% of portfolio
|
Q2 2022
Reduced 2.89%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
36,025
shares
|
$3.15 Million
0.05% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
35,390
shares
|
$3.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
34,506
shares
|
$3.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
34,336
shares
|
$3 Million
2.31% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
33,526
shares
|
$2.93 Million
0.08% of portfolio
|
Q1 2025
Reduced 91.91%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
33,227
shares
|
$2.91 Million
1.29% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
32,635
shares
|
$2.85 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
32,014
shares
|
$2.8 Million
0.8% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
31,914
shares
|
$2.79 Million
0.01% of portfolio
|
Q1 2025
Added 20.02%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
31,876
shares
|
$2.79 Million
0.07% of portfolio
|
Q1 2025
Reduced 20.73%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
31,700
shares
|
$2.77 Million
0.18% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
31,700
shares
|
$2.77 Million
0.42% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
31,601
shares
|
$2.76 Million
0.73% of portfolio
|
Q1 2025
Added 6.73%
|