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 |
|---|---|---|---|---|---|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
8,016
shares
|
$665,648
0.36% of portfolio
|
Q1 2022
Reduced 28.07%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
8,000
shares
|
$664,320
0.21% of portfolio
|
Q2 2021
Reduced 17.86%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
7,930
shares
|
$658,507
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
7,924
shares
|
$658,008
0.01% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
7,911
shares
|
$656,929
0.15% of portfolio
|
Q3 2023
Reduced 12.1%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
7,910
shares
|
$656,846
0.02% of portfolio
|
Q4 2024
Added 71.96%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
7,833
shares
|
$650,452
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,810
shares
|
$648,542
0.01% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
7,771
shares
|
$645,303
0.15% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
7,676
shares
|
$637,415
0.05% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
7,583
shares
|
$629,692
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
7,556
shares
|
$627,450
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,517
shares
|
$624,211
0.0% of portfolio
|
Q4 2022
Added 3.03%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
7,432
shares
|
$617,153
0.58% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
7,385
shares
|
$613,250
0.06% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
7,339
shares
|
$609,430
0.08% of portfolio
|
Q4 2024
Added 117.52%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
7,306
shares
|
$606,690
0.15% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
7,269
shares
|
$603,617
0.02% of portfolio
|
Q4 2024
Added 21.47%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
7,255
shares
|
$602,455
0.01% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
7,235
shares
|
$600,794
0.4% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
7,224
shares
|
$599,880
0.11% of portfolio
|
Q3 2023
Reduced 11.17%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
7,181
shares
|
$596,310
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
7,165
shares
|
$594,981
0.03% of portfolio
|
Q2 2024
Reduced 8.29%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
7,164
shares
|
$594,898
0.02% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
7,104
shares
|
$589,916
0.04% of portfolio
|
Q4 2024
Reduced 0.34%
|