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 968 institutions that hold shares in the stock, with a total of 70.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
2,728
shares
|
$226,887
0.04% of portfolio
|
Q4 2023
Reduced 0.94%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
2,726
shares
|
$226,721
0.01% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,725
shares
|
$226,638
0.03% of portfolio
|
Q1 2025
Reduced 81.75%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,707
shares
|
$225,141
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
2,705
shares
|
$224,974
0.02% of portfolio
|
Q2 2024
Added 1.16%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
2,705
shares
|
$224,974
0.16% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
2,700
shares
|
$224,559
0.07% of portfolio
|
Q4 2024
Reduced 12.34%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
2,691
shares
|
$223,810
0.01% of portfolio
|
Q4 2024
Reduced 99.64%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
2,672
shares
|
$222,230
0.06% of portfolio
|
Q1 2024
Reduced 20.69%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
2,670
shares
|
$222,063
0.09% of portfolio
|
Q3 2024
Added 221.69%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
2,644
shares
|
$219,901
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,637
shares
|
$219,319
0.04% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
2,633
shares
|
$218,986
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
2,632
shares
|
$218,903
0.03% of portfolio
|
Q4 2023
Reduced 10.17%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
2,617
shares
|
$217,655
0.06% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
2,594
shares
|
$215,742
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
2,592
shares
|
$215,576
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
2,572
shares
|
$213,913
0.01% of portfolio
|
Q4 2024
Added 10.77%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
2,570
shares
|
$213,746
0.14% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Feb 04, 2025 Q4 2024 |
2,560
shares
|
$212,915
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,556
shares
|
$212,582
0.04% of portfolio
|
Q2 2024
Added 232.81%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
2,540
shares
|
$211,251
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,534
shares
|
$210,752
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,528
shares
|
$210,253
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
2,524
shares
|
$209,921
0.12% of portfolio
|
Q4 2024
Added 0.12%
|