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 |
|---|---|---|---|---|---|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
118,877
shares
|
$11.1 Million
3.46% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
116,036
shares
|
$10.8 Million
0.14% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
114,347
shares
|
$10.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
107,576
shares
|
$10 Million
0.0% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
107,183
shares
|
$9.98 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
104,800
shares
|
$9.76 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
101,423
shares
|
$9.44 Million
1.86% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
99,172
shares
|
$9.23 Million
2.25% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
98,279
shares
|
$9.15 Million
1.0% of portfolio
|
Q2 2025
Reduced 19.61%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
97,536
shares
|
$9.08 Million
6.11% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
92,747
shares
|
$8.63 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
92,226
shares
|
$8.59 Million
0.01% of portfolio
|
Q1 2025
Added 53.6%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
91,960
shares
|
$8.56 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
89,930
shares
|
$8.37 Million
0.29% of portfolio
|
Q1 2025
Added 76.64%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
87,652
shares
|
$8.16 Million
0.18% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
87,514
shares
|
$8.15 Million
0.05% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
85,463
shares
|
$7.96 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
84,789
shares
|
$7.89 Million
0.43% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
84,641
shares
|
$7.88 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
84,103
shares
|
$7.83 Million
0.86% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
81,193
shares
|
$7.56 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
79,996
shares
|
$7.45 Million
0.42% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
77,651
shares
|
$7.23 Million
0.02% of portfolio
|
Q1 2025
Reduced 21.44%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
77,042
shares
|
$7.17 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
76,646
shares
|
$7.14 Million
2.31% of portfolio
|
Q1 2025
Added 20.3%
|