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 |
|---|---|---|---|---|---|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
4,103
shares
|
$340,713
0.04% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
4,064
shares
|
$337,474
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
4,050
shares
|
$336,312
0.1% of portfolio
|
Q4 2024
Reduced 21.25%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
4,045
shares
|
$335,896
0.05% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
4,027
shares
|
$334,402
0.02% of portfolio
|
Q4 2024
Added 24.21%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
4,000
shares
|
$332,160
0.16% of portfolio
|
Q4 2021
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
3,991
shares
|
$331,412
0.04% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
3,991
shares
|
$331,412
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,984
shares
|
$330,831
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
3,978
shares
|
$330,333
0.09% of portfolio
|
Q4 2024
Reduced 18.85%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
3,920
shares
|
$325,516
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,910
shares
|
$324,686
0.0% of portfolio
|
Q4 2024
Added 114.48%
|
|
|
Terril Brothers, Inc.
|
Feb 05, 2025 Q4 2024 |
3,906
shares
|
$324,354
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
3,892
shares
|
$323,191
0.01% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
3,890
shares
|
$323,025
0.02% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Highview Capital Management LLC
|
Feb 18, 2025 Q4 2024 |
3,884
shares
|
$322,527
0.14% of portfolio
|
Q2 2024
Added 14.78%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,880
shares
|
$322,195
0.09% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
3,822
shares
|
$317,378
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,801
shares
|
$315,635
0.0% of portfolio
|
Q4 2024
Reduced 73.98%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
3,800
shares
|
$315,552
0.08% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
3,782
shares
|
$314,057
0.18% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
3,760
shares
|
$312,230
0.05% of portfolio
|
Q3 2022
Reduced 2.59%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
3,750
shares
|
$311,400
0.13% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
3,740
shares
|
$310,569
0.05% of portfolio
|
Q3 2022
Reduced 10.1%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
3,736
shares
|
$310,237
0.41% of portfolio
|
Q4 2024
New holding
|