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 974 institutions that hold shares in the stock, with a total of 70.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
236,629
shares
|
$19.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
233,418
shares
|
$19.6 Million
2.68% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
221,465
shares
|
$18.6 Million
1.77% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
211,515
shares
|
$17.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 19.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
210,837
shares
|
$17.7 Million
0.04% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
208,250
shares
|
$17.5 Million
3.06% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
199,401
shares
|
$16.7 Million
1.93% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
191,076
shares
|
$16 Million
0.02% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
186,094
shares
|
$15.6 Million
2.15% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
181,172
shares
|
$15.2 Million
0.45% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
181,121
shares
|
$15.2 Million
5.3% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
169,926
shares
|
$14.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 15.12%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
168,479
shares
|
$14.1 Million
0.63% of portfolio
|
Q4 2024
Added 50.7%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
166,230
shares
|
$13.9 Million
5.73% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
162,993
shares
|
$13.7 Million
0.18% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
162,112
shares
|
$13.6 Million
2.41% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
161,819
shares
|
$13.6 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
161,301
shares
|
$13.5 Million
1.09% of portfolio
|
Q4 2022
Reduced 1.35%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
159,703
shares
|
$13.4 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
147,872
shares
|
$12.4 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
146,669
shares
|
$12.3 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
146,150
shares
|
$12.3 Million
3.71% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
145,360
shares
|
$12.2 Million
0.18% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
143,391
shares
|
$12 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
142,155
shares
|
$11.9 Million
0.2% of portfolio
|
Q4 2024
Added 46.08%
|