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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
1,842
shares
|
$152,959
0.03% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
1,807
shares
|
$150,053
0.06% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,804
shares
|
$149,804
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
1,737
shares
|
$144,240
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
1,727
shares
|
$143,410
0.09% of portfolio
|
Q4 2024
Added 13.47%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
1,724
shares
|
$143,160
0.01% of portfolio
|
Q3 2024
Added 137.79%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,712
shares
|
$142,164
0.0% of portfolio
|
Q2 2023
Reduced 21.76%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,681
shares
|
$139,590
0.04% of portfolio
|
Q2 2019
Closed
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,677
shares
|
$139,258
0.04% of portfolio
|
Q1 2023
Added 5889.29%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
1,631
shares
|
$135,438
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,615
shares
|
$134,109
0.03% of portfolio
|
Q4 2024
Added 10.77%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,603
shares
|
$133,113
0.05% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,580
shares
|
$131,203
0.03% of portfolio
|
Q2 2021
Reduced 13.19%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,579
shares
|
$131,120
0.0% of portfolio
|
Q4 2024
Reduced 11.59%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,572
shares
|
$130,538
0.05% of portfolio
|
Q4 2024
Added 21.67%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,572
shares
|
$130,538
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
1,560
shares
|
$129,542
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
1,560
shares
|
$129,542
0.03% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,554
shares
|
$129,044
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1,532
shares
|
$127,217
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
1,503
shares
|
$124,809
0.01% of portfolio
|
Q4 2024
Reduced 95.69%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,472
shares
|
$122,234
0.02% of portfolio
|
Q4 2023
Added 131.81%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
1,440
shares
|
$119,577
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,436
shares
|
$119,245
0.01% of portfolio
|
Q3 2022
Added 33.09%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,411
shares
|
$117,169
0.01% of portfolio
|
Q4 2024
Reduced 37.48%
|