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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
31,573
shares
|
$2.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.62%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
31,287
shares
|
$2.74 Million
1.41% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
31,023
shares
|
$2.71 Million
0.69% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
30,956
shares
|
$2.71 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
30,768
shares
|
$2.69 Million
0.55% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
30,399
shares
|
$2.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
29,922
shares
|
$2.62 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
29,523
shares
|
$2.58 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
29,499
shares
|
$2.58 Million
0.02% of portfolio
|
Q1 2025
Reduced 38.9%
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
29,091
shares
|
$2.54 Million
0.31% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
28,823
shares
|
$2.52 Million
0.09% of portfolio
|
Q1 2025
Reduced 15.92%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
28,527
shares
|
$2.5 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
28,354
shares
|
$2.48 Million
0.56% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
28,269
shares
|
$2.47 Million
0.3% of portfolio
|
Q1 2024
Added 521.57%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
28,048
shares
|
$2.45 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
26,892
shares
|
$2.35 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
26,806
shares
|
$2.34 Million
0.3% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
25,968
shares
|
$2.27 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
25,729
shares
|
$2.25 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
25,538
shares
|
$2.23 Million
0.15% of portfolio
|
Q1 2025
Reduced 26.12%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
25,361
shares
|
$2.22 Million
0.03% of portfolio
|
Q1 2025
Added 116.06%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,904
shares
|
$2.18 Million
0.05% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
24,339
shares
|
$2.13 Million
0.5% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
23,264
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2025
Added 20.6%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
23,061
shares
|
$2.02 Million
0.71% of portfolio
|
Q4 2024
New holding
|