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 970 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 $5.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
25,729
shares
|
$2.04 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
25,185
shares
|
$1.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,904
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
24,670
shares
|
$1.95 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
24,339
shares
|
$1.93 Million
0.5% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
23,810
shares
|
$1.89 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
23,717
shares
|
$1.88 Million
0.07% of portfolio
|
Q4 2024
Added 20.85%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
23,536
shares
|
$1.86 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
23,309
shares
|
$1.85 Million
0.09% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
23,264
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Added 20.6%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
23,133
shares
|
$1.83 Million
0.02% of portfolio
|
Q4 2024
Added 14.27%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
23,061
shares
|
$1.83 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
23,039
shares
|
$1.82 Million
0.74% of portfolio
|
Q4 2024
Added 33.79%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
22,819
shares
|
$1.81 Million
0.68% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
22,792
shares
|
$1.81 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
22,742
shares
|
$1.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 46.86%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
22,562
shares
|
$1.79 Million
0.3% of portfolio
|
Q3 2023
Reduced 1.41%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
22,500
shares
|
$1.78 Million
1.0% of portfolio
|
Q4 2023
Added 2.04%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Feb 11, 2025 Q4 2024 |
22,500
shares
|
$1.78 Million
0.91% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
22,356
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
22,352
shares
|
$1.77 Million
0.06% of portfolio
|
Q1 2023
Reduced 8.96%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
21,935
shares
|
$1.74 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Apr 24, 2025 Q1 2025 |
21,744
shares
|
$1.72 Million
5.22% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
21,471
shares
|
$1.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 89.76%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
21,464
shares
|
$1.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.7%
|