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 |
|---|---|---|---|---|---|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
8,824
shares
|
$732,744
0.07% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
8,802
shares
|
$730,918
0.53% of portfolio
|
Q2 2023
Reduced 21.63%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
8,792
shares
|
$730,087
0.21% of portfolio
|
Q4 2024
Reduced 62.67%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
8,789
shares
|
$729,838
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
8,647
shares
|
$718,046
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
8,638
shares
|
$717,299
0.05% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
8,630
shares
|
$716,635
0.01% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
8,623
shares
|
$716,053
0.24% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
8,614
shares
|
$715,306
0.38% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,581
shares
|
$712,566
0.38% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
8,472
shares
|
$703,514
0.45% of portfolio
|
Q4 2024
Added 22.16%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
8,426
shares
|
$699,695
0.49% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
8,423
shares
|
$699,445
0.01% of portfolio
|
Q2 2024
Reduced 15.12%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
8,403
shares
|
$697,785
0.0% of portfolio
|
Q4 2024
Added 189.46%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,309
shares
|
$689,979
0.08% of portfolio
|
Q2 2023
Reduced 16.99%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
8,294
shares
|
$688,733
0.2% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Feb 14, 2025 Q4 2024 |
8,285
shares
|
$687,986
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8,284
shares
|
$687,903
0.01% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
8,243
shares
|
$684,498
1.1% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
8,210
shares
|
$681,758
0.35% of portfolio
|
Q4 2024
Reduced 18.58%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,183
shares
|
$679,516
0.1% of portfolio
|
Q2 2023
Reduced 1.25%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
8,171
shares
|
$678,519
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
8,137
shares
|
$675,696
0.13% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
8,075
shares
|
$670,548
0.06% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,023
shares
|
$666,229
0.09% of portfolio
|
Q4 2024
Added 0.01%
|