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 |
|---|---|---|---|---|---|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
656
shares
|
$54,474
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
650
shares
|
$53,976
0.0% of portfolio
|
Q2 2024
Reduced 41.76%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
650
shares
|
$53,976
0.01% of portfolio
|
Q4 2024
Reduced 11.8%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
625
shares
|
$51,900
0.0% of portfolio
|
Q1 2022
Reduced 52.83%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
619
shares
|
$51,401
0.0% of portfolio
|
Q4 2024
Reduced 73.43%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
608
shares
|
$50,488
0.02% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
600
shares
|
$49,824
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
600
shares
|
$49,824
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
595
shares
|
$49,408
0.03% of portfolio
|
Q3 2021
Reduced 23.72%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
571
shares
|
$47,415
0.0% of portfolio
|
Q3 2024
Added 100.35%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
560
shares
|
$46,502
0.02% of portfolio
|
Q4 2023
Reduced 41.36%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
512
shares
|
$42,516
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
501
shares
|
$41,603
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
500
shares
|
$41,520
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
496
shares
|
$41,187
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
495
shares
|
$41,104
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
489
shares
|
$40,606
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
477
shares
|
$39,610
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
472
shares
|
$39,194
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
468
shares
|
$38,862
0.02% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
464
shares
|
$38,530
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
460
shares
|
$38,198
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
455
shares
|
$37,783
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
440
shares
|
$36,537
0.02% of portfolio
|
Q1 2023
Reduced 47.62%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
427
shares
|
$35,458
0.0% of portfolio
|
Q4 2024
Reduced 98.66%
|