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 |
|---|---|---|---|---|---|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
7,076
shares
|
$587,591
0.47% of portfolio
|
Q4 2024
Added 25.35%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
7,060
shares
|
$586,262
0.04% of portfolio
|
Q1 2023
Reduced 1.96%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
7,029
shares
|
$583,688
0.21% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
7,022
shares
|
$583,106
0.05% of portfolio
|
Q1 2024
Added 2.48%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
7,000
shares
|
$581,280
0.24% of portfolio
|
Q1 2024
Reduced 20.54%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
6,969
shares
|
$578,705
0.02% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
6,890
shares
|
$572,145
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
6,880
shares
|
$571,315
0.39% of portfolio
|
Q4 2024
Reduced 81.46%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
6,870
shares
|
$570,484
0.05% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
6,861
shares
|
$569,737
0.24% of portfolio
|
Q2 2024
Reduced 6.4%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
6,850
shares
|
$568,824
0.55% of portfolio
|
Q4 2024
Reduced 71.9%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
6,790
shares
|
$563,841
0.05% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
6,737
shares
|
$559,440
0.41% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
6,711
shares
|
$557,281
0.04% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
6,669
shares
|
$553,793
0.1% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
6,636
shares
|
$551,053
0.06% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
6,623
shares
|
$549,973
0.22% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
6,614
shares
|
$549,226
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
6,568
shares
|
$545,406
0.03% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
6,556
shares
|
$544,410
0.04% of portfolio
|
Q4 2024
Reduced 34.07%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
6,552
shares
|
$544,078
0.42% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
6,547
shares
|
$543,662
0.0% of portfolio
|
Q4 2024
Added 30.06%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
6,491
shares
|
$539,012
0.02% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
6,471
shares
|
$537,351
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
6,461
shares
|
$536,521
0.45% of portfolio
|
Q4 2024
New holding
|