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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
4,493
shares
|
$373,098
0.15% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,430
shares
|
$367,867
0.15% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,427
shares
|
$367,618
0.04% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,421
shares
|
$367,119
0.22% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
4,411
shares
|
$366,289
0.05% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
4,410
shares
|
$366,206
0.01% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
4,378
shares
|
$363,549
0.19% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
4,361
shares
|
$362,137
0.11% of portfolio
|
Q4 2022
Reduced 14.1%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
4,324
shares
|
$359,064
0.4% of portfolio
|
Q4 2021
New holding
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Feb 13, 2025 Q4 2024 |
4,311
shares
|
$357,985
0.15% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
4,291
shares
|
$356,324
0.04% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
4,288
shares
|
$356,075
0.11% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
4,272
shares
|
$354,746
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
4,272
shares
|
$354,746
0.01% of portfolio
|
Q2 2024
Reduced 8.17%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
4,209
shares
|
$349,515
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
4,172
shares
|
$346,442
0.05% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
4,161
shares
|
$345,529
0.03% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
4,155
shares
|
$345,031
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
4,143
shares
|
$344,034
0.04% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
4,139
shares
|
$343,702
0.13% of portfolio
|
Q2 2024
Added 280.07%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
4,138
shares
|
$343,619
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,137
shares
|
$343,536
0.01% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
4,131
shares
|
$343,038
0.06% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
4,126
shares
|
$342,623
0.11% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
4,110
shares
|
$341,294
0.02% of portfolio
|
Q3 2024
Reduced 6.46%
|