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 $5.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
9,945
shares
|
$811,710
0.13% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,868
shares
|
$805,426
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
9,854
shares
|
$804,283
0.21% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,818
shares
|
$801,345
0.0% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
9,780
shares
|
$798,243
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
9,710
shares
|
$792,530
0.1% of portfolio
|
Q4 2024
Added 22.76%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
9,658
shares
|
$788,285
0.01% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
9,628
shares
|
$785,837
0.3% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
9,621
shares
|
$785,266
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
9,574
shares
|
$781,429
0.01% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
9,481
shares
|
$773,839
0.04% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
9,452
shares
|
$771,472
0.01% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
9,436
shares
|
$770,166
0.03% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
9,415
shares
|
$768,452
0.38% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
9,388
shares
|
$766,248
0.1% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
9,383
shares
|
$765,840
0.25% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
9,354
shares
|
$763,473
0.03% of portfolio
|
Q4 2024
Reduced 25.09%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
9,084
shares
|
$741,436
0.58% of portfolio
|
Q2 2023
Reduced 13.35%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
9,074
shares
|
$740,619
0.16% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
9,040
shares
|
$737,844
0.06% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
9,021
shares
|
$736,294
0.02% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
8,928
shares
|
$728,703
0.08% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
8,923
shares
|
$728,295
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
8,888
shares
|
$725,438
0.28% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
8,881
shares
|
$724,867
0.28% of portfolio
|
Q4 2023
Added 0.53%
|