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 937 institutions that hold shares in the stock, with a total of 71.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
18,008
shares
|
$1.73 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,796
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2022
Reduced 2.89%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
17,261
shares
|
$1.66 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,232
shares
|
$1.65 Million
0.05% of portfolio
|
Q3 2024
Added 28.41%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
17,220
shares
|
$1.65 Million
0.58% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
17,200
shares
|
$1.65 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
17,184
shares
|
$1.65 Million
0.08% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
17,145
shares
|
$1.65 Million
0.36% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
16,915
shares
|
$1.62 Million
0.14% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,634
shares
|
$1.6 Million
0.06% of portfolio
|
Q3 2024
Added 18.68%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
16,582
shares
|
$1.59 Million
0.16% of portfolio
|
Q1 2021
Reduced 24.93%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
16,390
shares
|
$1.57 Million
0.16% of portfolio
|
Q3 2024
Added 13.47%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
16,348
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
16,245
shares
|
$1.56 Million
0.78% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
16,156
shares
|
$1.55 Million
0.2% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
16,139
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 77.64%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
15,893
shares
|
$1.53 Million
0.07% of portfolio
|
Q3 2024
Added 338.31%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,860
shares
|
$1.52 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
15,748
shares
|
$1.51 Million
1.13% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
15,445
shares
|
$1.48 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
15,296
shares
|
$1.47 Million
0.95% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
15,251
shares
|
$1.46 Million
0.11% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
15,175
shares
|
$1.46 Million
0.55% of portfolio
|
Q4 2023
Added 142.33%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
15,103
shares
|
$1.45 Million
0.36% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
15,100
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2024
Added 11.59%
|