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 943 institutions that hold shares in the stock, with a total of 70.7 Million shares, which have been reported (via 13F filing form) to have a value of $6.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
249,759
shares
|
$23.6 Million
3.35% of portfolio
|
Q3 2024
Reduced 35.97%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
232,867
shares
|
$22 Million
2.65% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
223,972
shares
|
$21.1 Million
0.07% of portfolio
|
Q3 2024
Added 98.97%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
216,865
shares
|
$20.5 Million
1.76% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
208,342
shares
|
$19.6 Million
0.02% of portfolio
|
Q3 2024
Added 20.45%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
208,250
shares
|
$19.6 Million
3.06% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
203,611
shares
|
$19.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
200,198
shares
|
$18.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
199,401
shares
|
$18.8 Million
1.93% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
186,094
shares
|
$17.5 Million
2.15% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
181,121
shares
|
$17.1 Million
5.3% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
179,027
shares
|
$16.9 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
169,527
shares
|
$16 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
169,515
shares
|
$16 Million
0.02% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
164,099
shares
|
$15.5 Million
5.73% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
161,301
shares
|
$15.2 Million
1.09% of portfolio
|
Q4 2022
Reduced 1.35%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
161,234
shares
|
$15.2 Million
0.44% of portfolio
|
Q3 2024
Added 21.82%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
160,703
shares
|
$15.2 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
160,550
shares
|
$15.1 Million
2.39% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
159,340
shares
|
$15 Million
0.19% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
147,872
shares
|
$13.9 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
146,669
shares
|
$13.8 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
146,150
shares
|
$13.8 Million
3.71% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
143,391
shares
|
$13.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
141,390
shares
|
$13.3 Million
0.18% of portfolio
|
Q3 2024
Added 2.0%
|