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 |
|---|---|---|---|---|---|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
1,400
shares
|
$116,256
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,361
shares
|
$113,017
0.02% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
1,358
shares
|
$112,768
0.0% of portfolio
|
Q4 2024
Added 16.37%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
1,336
shares
|
$110,941
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
1,332
shares
|
$110,609
0.06% of portfolio
|
Q2 2024
Reduced 18.53%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
1,304
shares
|
$108,284
0.03% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,252
shares
|
$103,966
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
1,220
shares
|
$101,308
0.03% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,207
shares
|
$100,229
0.05% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
1,200
shares
|
$99,648
0.01% of portfolio
|
Q1 2023
Reduced 78.57%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
1,200
shares
|
$99,648
0.01% of portfolio
|
Q2 2022
Reduced 51.34%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,198
shares
|
$99,481
0.04% of portfolio
|
Q4 2024
Added 14.31%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
1,171
shares
|
$97,239
0.05% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
1,161
shares
|
$96,409
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,157
shares
|
$96,077
0.01% of portfolio
|
Q3 2024
Reduced 37.19%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
1,133
shares
|
$94,084
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,127
shares
|
$93,586
0.01% of portfolio
|
Q3 2022
Reduced 16.83%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
1,127
shares
|
$93,586
0.0% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,127
shares
|
$93,586
0.01% of portfolio
|
Q3 2022
Reduced 16.83%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
1,126
shares
|
$93,503
0.06% of portfolio
|
Q3 2023
Reduced 21.2%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,082
shares
|
$89,849
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
1,076
shares
|
$89,351
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
1,065
shares
|
$88,437
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
1,052
shares
|
$87,358
0.03% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,041
shares
|
$86,444
0.0% of portfolio
|
Q4 2023
New holding
|