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 $5.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
20,650
shares
|
$1.71 Million
0.79% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
20,423
shares
|
$1.7 Million
0.51% of portfolio
|
Q2 2022
Reduced 0.7%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
20,368
shares
|
$1.69 Million
0.06% of portfolio
|
Q4 2024
Added 112.57%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
20,224
shares
|
$1.68 Million
0.49% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
20,072
shares
|
$1.67 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
19,977
shares
|
$1.66 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
19,823
shares
|
$1.65 Million
0.19% of portfolio
|
Q4 2024
Reduced 17.63%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
19,778
shares
|
$1.64 Million
0.8% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
19,723
shares
|
$1.64 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
C2 C Wealth Management, LLC
|
Feb 12, 2025 Q4 2024 |
19,627
shares
|
$1.63 Million
1.66% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
19,402
shares
|
$1.61 Million
1.37% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
19,373
shares
|
$1.61 Million
1.64% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
19,290
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
19,275
shares
|
$1.6 Million
0.02% of portfolio
|
Q4 2024
Added 34.4%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,256
shares
|
$1.6 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
19,052
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
18,414
shares
|
$1.53 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
18,338
shares
|
$1.52 Million
0.18% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
18,305
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
18,088
shares
|
$1.5 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
18,050
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
17,799
shares
|
$1.48 Million
0.37% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,796
shares
|
$1.48 Million
0.05% of portfolio
|
Q3 2022
Reduced 2.89%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
17,616
shares
|
$1.46 Million
0.1% of portfolio
|
Q4 2024
Added 138.54%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
17,261
shares
|
$1.43 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.45%
|