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 948 institutions that hold shares in the stock, with a total of 70.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
22,819
shares
|
$2.01 Million
0.68% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
22,814
shares
|
$2.01 Million
0.07% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
22,792
shares
|
$2.01 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
22,653
shares
|
$2 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
22,562
shares
|
$1.99 Million
0.3% of portfolio
|
Q3 2023
Reduced 1.41%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
22,519
shares
|
$1.98 Million
0.02% of portfolio
|
Q1 2025
Added 175.6%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
22,500
shares
|
$1.98 Million
1.0% of portfolio
|
Q4 2023
Added 2.04%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
May 12, 2025 Q1 2025 |
22,500
shares
|
$1.98 Million
0.88% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
22,356
shares
|
$1.97 Million
0.0% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
22,352
shares
|
$1.97 Million
0.06% of portfolio
|
Q1 2023
Reduced 8.96%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
22,183
shares
|
$1.95 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
22,072
shares
|
$1.94 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
21,993
shares
|
$1.94 Million
0.02% of portfolio
|
Q1 2025
Added 14.1%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
21,935
shares
|
$1.93 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
|
$1.92 Million
5.22% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
21,487
shares
|
$1.89 Million
0.04% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
21,424
shares
|
$1.89 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
21,371
shares
|
$1.88 Million
0.1% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
21,361
shares
|
$1.88 Million
0.04% of portfolio
|
Q1 2025
Reduced 18.08%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
21,327
shares
|
$1.88 Million
1.65% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
21,160
shares
|
$1.86 Million
0.97% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
20,855
shares
|
$1.84 Million
0.6% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
20,650
shares
|
$1.82 Million
0.73% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
20,423
shares
|
$1.8 Million
0.51% of portfolio
|
Q2 2022
Reduced 0.7%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
20,249
shares
|
$1.78 Million
0.94% of portfolio
|
Q1 2025
Added 0.88%
|