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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,728
shares
|
$309,573
0.02% of portfolio
|
Q2 2023
Reduced 3.67%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
3,707
shares
|
$307,829
0.05% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,658
shares
|
$303,760
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
3,653
shares
|
$303,345
0.04% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
3,644
shares
|
$302,597
0.06% of portfolio
|
Q2 2023
Reduced 14.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
3,643
shares
|
$302,514
0.0% of portfolio
|
Q4 2024
Reduced 88.24%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
3,636
shares
|
$301,933
0.06% of portfolio
|
Q1 2022
Reduced 5.31%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,630
shares
|
$301,435
0.02% of portfolio
|
Q4 2024
Reduced 77.16%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
3,630
shares
|
$301,435
0.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
3,619
shares
|
$300,521
0.16% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
3,597
shares
|
$298,694
0.01% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,591
shares
|
$298,196
0.05% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
3,574
shares
|
$296,784
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
3,571
shares
|
$296,535
0.13% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
3,556
shares
|
$295,290
0.01% of portfolio
|
Q3 2024
Added 23.99%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
3,550
shares
|
$294,792
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
3,542
shares
|
$294,127
0.02% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,490
shares
|
$289,809
0.11% of portfolio
|
Q4 2023
Reduced 7.92%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
3,490
shares
|
$289,809
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
3,483
shares
|
$289,228
0.03% of portfolio
|
Q4 2024
Reduced 12.79%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
3,480
shares
|
$288,979
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
3,450
shares
|
$286,488
0.02% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
3,424
shares
|
$284,328
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
3,424
shares
|
$284,328
0.12% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
3,421
shares
|
$284,079
0.04% of portfolio
|
Q4 2024
Added 0.23%
|