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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
11,363
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Sather Financial Group Inc
|
Nov 06, 2024 Q3 2024 |
11,360
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
11,356
shares
|
$1.09 Million
0.39% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
11,293
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Added 20.92%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
11,244
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
11,220
shares
|
$1.08 Million
0.15% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
11,206
shares
|
$1.08 Million
0.88% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
11,202
shares
|
$1.08 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
11,163
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 21.29%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
11,075
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
11,074
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Added 22.04%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
11,039
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2024
Added 17.91%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
11,004
shares
|
$1.06 Million
0.29% of portfolio
|
Q4 2024
Reduced 30.13%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
10,971
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10,866
shares
|
$1.04 Million
0.37% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
10,797
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2024
Added 148.15%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
10,735
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
10,691
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Added 339.42%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
10,686
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
10,644
shares
|
$1.02 Million
0.3% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
10,527
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 79.76%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,502
shares
|
$1.01 Million
0.7% of portfolio
|
Q3 2024
Reduced 17.92%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,408
shares
|
$999,584
0.01% of portfolio
|
Q3 2023
Reduced 6.3%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
10,347
shares
|
$993,725
0.08% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
10,311
shares
|
$990,268
0.09% of portfolio
|
Q2 2023
Added 0.03%
|