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 958 institutions that hold shares in the stock, with a total of 69.7 Million shares, which have been reported (via 13F filing form) to have a value of $6.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
19,443
shares
|
$1.81 Million
0.17% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
19,430
shares
|
$1.81 Million
0.06% of portfolio
|
Q1 2025
Reduced 18.08%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
19,373
shares
|
$1.8 Million
0.74% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
19,288
shares
|
$1.8 Million
0.43% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
19,265
shares
|
$1.79 Million
0.49% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,256
shares
|
$1.79 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
18,878
shares
|
$1.76 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.14%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
18,117
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
18,021
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.45%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,796
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2022
Reduced 2.89%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
17,622
shares
|
$1.64 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
17,555
shares
|
$1.63 Million
0.02% of portfolio
|
Q1 2025
Added 53.43%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
17,553
shares
|
$1.63 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
17,412
shares
|
$1.62 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
17,374
shares
|
$1.62 Million
0.05% of portfolio
|
Q1 2025
Reduced 33.31%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
17,364
shares
|
$1.62 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
17,184
shares
|
$1.6 Million
0.08% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
16,970
shares
|
$1.58 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
16,958
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
16,777
shares
|
$1.56 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
16,638
shares
|
$1.55 Million
0.86% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
16,590
shares
|
$1.54 Million
0.13% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
16,582
shares
|
$1.54 Million
0.15% of portfolio
|
Q1 2021
Reduced 24.93%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
16,552
shares
|
$1.54 Million
0.46% of portfolio
|
Q1 2025
Reduced 41.22%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
16,520
shares
|
$1.54 Million
0.31% of portfolio
|
Q1 2025
Added 4.74%
|