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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
17,200
shares
|
$1.43 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
17,184
shares
|
$1.43 Million
0.08% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
16,970
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.67%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
16,900
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
16,811
shares
|
$1.4 Million
1.08% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
16,740
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
16,699
shares
|
$1.39 Million
0.03% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
16,633
shares
|
$1.38 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
16,582
shares
|
$1.38 Million
0.16% of portfolio
|
Q1 2021
Reduced 24.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
16,488
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
Reduced 89.77%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
16,288
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Added 35.64%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
16,161
shares
|
$1.34 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
16,156
shares
|
$1.34 Million
0.2% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,860
shares
|
$1.32 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
15,773
shares
|
$1.31 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
15,748
shares
|
$1.31 Million
1.13% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
15,534
shares
|
$1.29 Million
0.99% of portfolio
|
Q4 2024
Added 19.94%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
15,445
shares
|
$1.28 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
15,311
shares
|
$1.27 Million
0.02% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
15,246
shares
|
$1.27 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
15,216
shares
|
$1.26 Million
0.12% of portfolio
|
Q4 2024
Added 24.89%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
15,175
shares
|
$1.26 Million
0.55% of portfolio
|
Q4 2023
Added 142.33%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
15,103
shares
|
$1.25 Million
0.36% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
15,083
shares
|
$1.25 Million
0.28% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
15,037
shares
|
$1.25 Million
0.73% of portfolio
|
Q4 2024
New holding
|