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 |
|---|---|---|---|---|---|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
2,892
shares
|
$240,151
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
2,891
shares
|
$240,068
0.01% of portfolio
|
Q3 2024
Reduced 13.65%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
2,890
shares
|
$239,985
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
2,886
shares
|
$239,653
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
2,881
shares
|
$239,238
0.08% of portfolio
|
Q4 2020
Reduced 0.45%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
2,875
shares
|
$238,740
0.02% of portfolio
|
Q2 2024
Reduced 36.25%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,865
shares
|
$237,909
0.08% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
2,859
shares
|
$237,411
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,846
shares
|
$236,331
0.0% of portfolio
|
Q4 2024
Added 16.97%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,844
shares
|
$236,165
0.0% of portfolio
|
Q3 2023
Reduced 2.1%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
2,836
shares
|
$235,501
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
2,808
shares
|
$233,176
0.0% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
2,807
shares
|
$233,093
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
2,800
shares
|
$232,512
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,783
shares
|
$231,100
0.0% of portfolio
|
Q3 2024
Added 12.58%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
2,776
shares
|
$230,519
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,773
shares
|
$230,269
0.0% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
2,771
shares
|
$230,103
0.1% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,755
shares
|
$228,775
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
2,737
shares
|
$227,280
0.12% of portfolio
|
Q1 2024
Added 10.05%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
2,732
shares
|
$226,865
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
2,728
shares
|
$226,533
0.04% of portfolio
|
Q4 2023
Reduced 0.94%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
2,726
shares
|
$226,367
0.01% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,707
shares
|
$224,789
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
2,705
shares
|
$224,623
0.02% of portfolio
|
Q2 2024
Added 1.16%
|