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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
12,551
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2024
Reduced 99.03%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
12,113
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Added 12.13%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
12,072
shares
|
$1 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
12,050
shares
|
$1 Million
0.05% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
11,864
shares
|
$985,186
0.04% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,818
shares
|
$981,366
0.03% of portfolio
|
Q2 2020
Added 67.8%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
11,757
shares
|
$976,301
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
11,738
shares
|
$974,723
0.02% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
11,572
shares
|
$960,938
0.11% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
11,547
shares
|
$958,862
0.17% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
11,442
shares
|
$950,143
0.02% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
11,409
shares
|
$947,403
0.17% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
11,366
shares
|
$943,832
0.0% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
11,363
shares
|
$943,583
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
11,360
shares
|
$943,334
0.08% of portfolio
|
Q3 2021
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
11,336
shares
|
$941,341
0.37% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
11,331
shares
|
$940,926
0.15% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
11,315
shares
|
$939,597
0.08% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
11,244
shares
|
$933,701
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
11,220
shares
|
$931,708
0.15% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
11,103
shares
|
$921,993
0.82% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
11,087
shares
|
$920,664
0.02% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
11,075
shares
|
$919,668
0.03% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
11,074
shares
|
$919,584
0.02% of portfolio
|
Q3 2024
Added 22.04%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
11,004
shares
|
$913,772
0.29% of portfolio
|
Q4 2024
Reduced 30.13%
|