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 |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
9,945
shares
|
$825,832
0.13% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,868
shares
|
$819,438
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
9,854
shares
|
$818,276
0.21% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,818
shares
|
$815,286
0.0% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
9,780
shares
|
$812,131
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
9,710
shares
|
$806,318
0.1% of portfolio
|
Q4 2024
Added 22.76%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
9,658
shares
|
$802,000
0.01% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
9,628
shares
|
$799,509
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
|
$798,927
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
9,574
shares
|
$795,024
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
|
$787,302
0.04% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
9,452
shares
|
$784,894
0.01% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
9,436
shares
|
$783,565
0.03% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
9,415
shares
|
$781,821
0.38% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
9,388
shares
|
$779,579
0.1% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
9,383
shares
|
$779,164
0.25% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
9,354
shares
|
$776,756
0.03% of portfolio
|
Q4 2024
Reduced 25.09%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
9,084
shares
|
$754,335
0.58% of portfolio
|
Q2 2023
Reduced 13.35%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
9,074
shares
|
$753,504
0.16% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
9,040
shares
|
$750,681
0.06% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
9,021
shares
|
$749,103
0.02% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
8,928
shares
|
$741,381
0.08% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
8,923
shares
|
$740,965
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
8,888
shares
|
$738,059
0.28% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
8,881
shares
|
$737,478
0.28% of portfolio
|
Q4 2023
Added 0.53%
|