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 |
|---|---|---|---|---|---|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,416
shares
|
$283,664
0.09% of portfolio
|
Q3 2024
Reduced 13.89%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
3,402
shares
|
$282,502
0.01% of portfolio
|
Q4 2022
Added 4.48%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
3,394
shares
|
$281,837
0.01% of portfolio
|
Q4 2024
Added 103.84%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,387
shares
|
$281,256
0.06% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
3,383
shares
|
$280,924
0.1% of portfolio
|
Q4 2024
Reduced 30.49%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
3,368
shares
|
$279,678
0.21% of portfolio
|
Q4 2024
Added 336.27%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
3,351
shares
|
$278,267
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,338
shares
|
$277,187
0.03% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
3,323
shares
|
$275,941
0.01% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
3,286
shares
|
$272,869
0.06% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,276
shares
|
$272,039
0.1% of portfolio
|
Q3 2021
Reduced 6.83%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,274
shares
|
$271,872
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
3,270
shares
|
$271,540
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,268
shares
|
$271,374
0.02% of portfolio
|
Q2 2024
Reduced 10.86%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
3,260
shares
|
$270,710
0.01% of portfolio
|
Q3 2024
Added 15.6%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
3,236
shares
|
$268,717
0.05% of portfolio
|
Q4 2024
Reduced 77.03%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
3,230
shares
|
$268,219
0.0% of portfolio
|
Q4 2024
Reduced 15.82%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
3,208
shares
|
$266,392
0.01% of portfolio
|
Q4 2024
Added 33.22%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
3,200
shares
|
$265,728
0.17% of portfolio
|
Q4 2022
Reduced 24.1%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
3,199
shares
|
$265,644
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
3,199
shares
|
$265,644
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
3,188
shares
|
$264,731
0.17% of portfolio
|
Q4 2024
Reduced 23.27%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
3,185
shares
|
$264,482
0.13% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
3,156
shares
|
$262,074
0.0% of portfolio
|
Q4 2024
Added 19.0%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
3,150
shares
|
$261,576
0.02% of portfolio
|
Q4 2024
Added 0.48%
|