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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,040
shares
|
$86,361
0.01% of portfolio
|
Q4 2022
Reduced 2.26%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,012
shares
|
$84,036
0.05% of portfolio
|
Q2 2022
Reduced 90.83%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
1,005
shares
|
$83,455
0.04% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,001
shares
|
$83,123
0.0% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
990
shares
|
$82,209
0.01% of portfolio
|
Q1 2022
Reduced 26.23%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
960
shares
|
$79,718
0.01% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
950
shares
|
$78,888
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
940
shares
|
$78,057
0.0% of portfolio
|
Q1 2024
Reduced 25.4%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
914
shares
|
$75,898
0.0% of portfolio
|
Q2 2022
Reduced 10.39%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
888
shares
|
$73,739
0.02% of portfolio
|
Q2 2021
Added 4.1%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
860
shares
|
$71,414
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
840
shares
|
$69,753
0.04% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
840
shares
|
$69,753
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
832
shares
|
$69,089
0.03% of portfolio
|
Q4 2022
Reduced 49.02%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
827
shares
|
$68,674
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
771
shares
|
$64,023
0.01% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
764
shares
|
$63,442
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
755
shares
|
$62,695
0.02% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
717
shares
|
$59,539
0.03% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
700
shares
|
$58,128
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
700
shares
|
$58,128
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
694
shares
|
$57,629
0.01% of portfolio
|
Q1 2024
Reduced 28.45%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
680
shares
|
$56,467
0.0% of portfolio
|
Q1 2024
Reduced 37.04%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
680
shares
|
$56,467
0.01% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
676
shares
|
$56,135
0.02% of portfolio
|
Q4 2024
Added 0.3%
|