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 |
|---|---|---|---|---|---|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
10,303
shares
|
$989,500
0.28% of portfolio
|
Q3 2024
Reduced 59.39%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
10,290
shares
|
$988,251
0.02% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
10,083
shares
|
$968,371
0.0% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
10,069
shares
|
$967,026
0.1% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
10,055
shares
|
$965,682
0.22% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
9,985
shares
|
$958,959
0.09% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
9,983
shares
|
$958,767
0.0% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
9,945
shares
|
$955,117
0.13% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
9,944
shares
|
$955,021
0.06% of portfolio
|
Q1 2024
Added 24.86%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
9,893
shares
|
$950,123
0.0% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,868
shares
|
$947,722
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
9,854
shares
|
$946,378
0.21% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,818
shares
|
$942,920
0.0% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
9,815
shares
|
$942,632
0.39% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
9,780
shares
|
$939,271
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
9,710
shares
|
$932,548
0.1% of portfolio
|
Q4 2024
Added 22.76%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
9,628
shares
|
$924,673
0.3% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
9,621
shares
|
$924,000
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
9,582
shares
|
$920,255
0.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
9,436
shares
|
$906,233
0.03% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
9,388
shares
|
$901,623
0.1% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,234
shares
|
$886,833
0.01% of portfolio
|
Q3 2024
Added 156.5%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
9,201
shares
|
$883,664
0.0% of portfolio
|
Q3 2024
Reduced 55.47%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
9,130
shares
|
$876,845
0.01% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
9,115
shares
|
$875,404
0.01% of portfolio
|
Q3 2024
Added 13.95%
|