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 |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,133
shares
|
$260,164
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
3,133
shares
|
$260,164
0.18% of portfolio
|
Q1 2024
Added 10.79%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,125
shares
|
$259,500
0.02% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
3,116
shares
|
$258,752
0.12% of portfolio
|
Q4 2024
Reduced 69.78%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
3,049
shares
|
$253,188
0.02% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,040
shares
|
$252,441
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,036
shares
|
$252,109
0.03% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
3,036
shares
|
$252,109
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
3,032
shares
|
$251,777
0.03% of portfolio
|
Q2 2024
Reduced 5.78%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,031
shares
|
$251,694
0.01% of portfolio
|
Q2 2024
Reduced 2.41%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$249,120
0.13% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
3,000
shares
|
$249,120
0.01% of portfolio
|
Q3 2023
Reduced 4.82%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,993
shares
|
$248,538
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bennett Selby Investments LP
|
Jan 21, 2025 Q4 2024 |
2,985
shares
|
$247,874
0.11% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,984
shares
|
$247,791
0.17% of portfolio
|
Q4 2021
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
2,984
shares
|
$247,791
0.01% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,980
shares
|
$247,459
0.01% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
2,968
shares
|
$246,462
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,967
shares
|
$246,379
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
2,960
shares
|
$245,798
0.05% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,957
shares
|
$245,549
0.05% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,952
shares
|
$245,134
0.01% of portfolio
|
Q4 2024
Reduced 69.65%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
2,930
shares
|
$243,307
0.18% of portfolio
|
Q4 2023
Reduced 20.05%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
2,917
shares
|
$242,227
0.02% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
2,900
shares
|
$240,816
0.01% of portfolio
|
Q1 2023
New holding
|