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 |
|---|---|---|---|---|---|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
2,705
shares
|
$224,623
0.16% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
2,700
shares
|
$224,208
0.07% of portfolio
|
Q4 2024
Reduced 12.34%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
2,691
shares
|
$223,460
0.01% of portfolio
|
Q4 2024
Reduced 99.64%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
2,672
shares
|
$221,882
0.06% of portfolio
|
Q1 2024
Reduced 20.69%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
2,670
shares
|
$221,716
0.09% of portfolio
|
Q3 2024
Added 221.69%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
2,644
shares
|
$219,557
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
2,637
shares
|
$218,976
0.05% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
2,633
shares
|
$218,644
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
2,632
shares
|
$218,561
0.03% of portfolio
|
Q4 2023
Reduced 10.17%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
2,617
shares
|
$217,315
0.06% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
2,594
shares
|
$215,405
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
2,592
shares
|
$215,239
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
2,572
shares
|
$213,578
0.01% of portfolio
|
Q4 2024
Added 10.77%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
2,570
shares
|
$213,412
0.14% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Feb 04, 2025 Q4 2024 |
2,560
shares
|
$212,582
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,556
shares
|
$212,250
0.04% of portfolio
|
Q2 2024
Added 232.81%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
2,540
shares
|
$210,921
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,534
shares
|
$210,423
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,528
shares
|
$209,925
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
2,524
shares
|
$209,592
0.12% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,520
shares
|
$209,260
0.02% of portfolio
|
Q4 2023
Added 2000.0%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,500
shares
|
$207,600
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
2,495
shares
|
$207,184
0.05% of portfolio
|
Q4 2024
Reduced 23.35%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
2,480
shares
|
$205,939
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
2,480
shares
|
$205,939
0.14% of portfolio
|
Q3 2024
New holding
|