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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
213
shares
|
$17,687
0.01% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
213
shares
|
$17,687
0.0% of portfolio
|
Q3 2024
Reduced 28.52%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
211
shares
|
$17,521
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
210
shares
|
$17,438
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
208
shares
|
$17,272
0.0% of portfolio
|
Q2 2022
Reduced 27.78%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
204
shares
|
$16,940
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
198
shares
|
$16,441
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
188
shares
|
$15,611
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
180
shares
|
$14,947
0.0% of portfolio
|
Q4 2020
Added 6.51%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
174
shares
|
$14,448
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
172
shares
|
$14,282
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
166
shares
|
$13,784
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
160
shares
|
$13,286
0.01% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
160
shares
|
$13,286
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
160
shares
|
$13,286
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
160
shares
|
$13,286
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
159
shares
|
$13,203
0.0% of portfolio
|
Q4 2024
Added 297.5%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
159
shares
|
$13,203
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
154
shares
|
$12,788
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
148
shares
|
$12,289
0.0% of portfolio
|
Q4 2022
Reduced 22.51%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
142
shares
|
$11,791
0.0% of portfolio
|
Q2 2024
Reduced 95.55%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
140
shares
|
$11,625
0.0% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
138
shares
|
$11,459
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
137
shares
|
$11,376
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
136
shares
|
$11,293
0.0% of portfolio
|
Q4 2021
New holding
|