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 |
|---|---|---|---|---|---|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
2,293
shares
|
$190,410
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,291
shares
|
$190,244
0.02% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
2,290
shares
|
$190,161
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
2,290
shares
|
$190,161
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
2,288
shares
|
$189,995
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
2,286
shares
|
$189,829
0.04% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
2,285
shares
|
$189,746
0.14% of portfolio
|
Q3 2024
Added 25.21%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
2,264
shares
|
$188,002
0.0% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,247
shares
|
$186,590
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
2,246
shares
|
$186,507
0.11% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
2,240
shares
|
$186,009
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
2,240
shares
|
$186,009
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
2,240
shares
|
$186,009
0.11% of portfolio
|
Q4 2023
Reduced 9.24%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
2,239
shares
|
$185,926
0.01% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
2,237
shares
|
$185,760
0.02% of portfolio
|
Q4 2024
Reduced 16.5%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
2,217
shares
|
$184,099
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
2,213
shares
|
$183,767
0.1% of portfolio
|
Q4 2024
Added 21.59%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
2,210
shares
|
$183,518
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,208
shares
|
$183,352
0.01% of portfolio
|
Q4 2022
Added 4500.0%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
2,199
shares
|
$182,604
0.1% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,111
shares
|
$175,297
0.02% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,995
shares
|
$165,664
0.02% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,993
shares
|
$165,498
0.01% of portfolio
|
Q4 2024
Added 23.79%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
1,951
shares
|
$162,011
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,894
shares
|
$157,277
0.0% of portfolio
|
Q4 2024
Reduced 13.87%
|