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 |
|---|---|---|---|---|---|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
40,826
shares
|
$3.39 Million
0.12% of portfolio
|
Q4 2024
Reduced 9.03%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
40,663
shares
|
$3.38 Million
0.51% of portfolio
|
Q1 2023
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
40,211
shares
|
$3.34 Million
0.09% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
39,512
shares
|
$3.28 Million
0.55% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
38,960
shares
|
$3.24 Million
0.19% of portfolio
|
Q4 2024
Added 24.75%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
38,937
shares
|
$3.23 Million
0.02% of portfolio
|
Q2 2023
Reduced 90.98%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
37,730
shares
|
$3.13 Million
0.05% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
37,682
shares
|
$3.13 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
37,087
shares
|
$3.08 Million
1.64% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
36,691
shares
|
$3.05 Million
0.05% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
36,403
shares
|
$3.02 Million
1.48% of portfolio
|
Q2 2022
Reduced 2.89%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
35,993
shares
|
$2.99 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
34,998
shares
|
$2.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
34,884
shares
|
$2.9 Million
2.36% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
34,565
shares
|
$2.87 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
34,549
shares
|
$2.87 Million
0.91% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
34,281
shares
|
$2.85 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
33,972
shares
|
$2.82 Million
0.2% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
33,041
shares
|
$2.74 Million
0.29% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Smith Shellnut Wilson LLC
|
Mar 04, 2025 Q4 2024 |
32,951
shares
|
$2.74 Million
1.34% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
32,682
shares
|
$2.71 Million
0.01% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
32,595
shares
|
$2.71 Million
0.05% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
32,015
shares
|
$2.66 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
31,864
shares
|
$2.65 Million
0.01% of portfolio
|
Q4 2024
Added 26.56%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
31,700
shares
|
$2.63 Million
0.2% of portfolio
|
Q4 2020
Added 300.0%
|