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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
15,066
shares
|
$1.45 Million
0.28% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
15,037
shares
|
$1.44 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
14,930
shares
|
$1.43 Million
0.19% of portfolio
|
Q4 2024
Added 11.78%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
14,910
shares
|
$1.43 Million
0.11% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
14,884
shares
|
$1.43 Million
0.6% of portfolio
|
Q1 2024
Added 8.66%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,483
shares
|
$1.39 Million
0.1% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
14,449
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
14,341
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2024
Added 27.28%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
14,307
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
14,252
shares
|
$1.37 Million
0.73% of portfolio
|
Q4 2024
Added 64.17%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
14,185
shares
|
$1.36 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
14,110
shares
|
$1.36 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
14,110
shares
|
$1.36 Million
0.39% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
14,088
shares
|
$1.35 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
13,924
shares
|
$1.34 Million
0.33% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
13,891
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
Added 132.99%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,884
shares
|
$1.33 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
13,872
shares
|
$1.33 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
13,837
shares
|
$1.33 Million
0.11% of portfolio
|
Q1 2024
Reduced 8.44%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
13,824
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
13,800
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
13,615
shares
|
$1.31 Million
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
13,595
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
13,471
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
13,341
shares
|
$1.28 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.2%
|