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 |
|---|---|---|---|---|---|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
9,084
shares
|
$872,427
0.59% of portfolio
|
Q2 2023
Reduced 13.35%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
9,074
shares
|
$871,466
0.16% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
9,040
shares
|
$868,201
0.06% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
9,030
shares
|
$867,241
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
8,928
shares
|
$857,445
0.08% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
8,923
shares
|
$856,964
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
8,888
shares
|
$853,603
0.28% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
8,881
shares
|
$852,931
0.28% of portfolio
|
Q4 2023
Added 0.53%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
8,867
shares
|
$851,586
0.04% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
8,824
shares
|
$847,456
0.07% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
8,802
shares
|
$845,344
0.53% of portfolio
|
Q2 2023
Reduced 21.63%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
8,789
shares
|
$844,095
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
8,715
shares
|
$836,988
0.4% of portfolio
|
Q2 2024
Reduced 6.0%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
8,710
shares
|
$836,508
0.01% of portfolio
|
Q3 2024
Reduced 35.47%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
8,638
shares
|
$829,593
0.05% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
8,623
shares
|
$828,152
0.24% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,581
shares
|
$824,119
0.38% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
8,484
shares
|
$814,803
0.07% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
8,472
shares
|
$813,650
0.45% of portfolio
|
Q4 2024
Added 22.16%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
8,426
shares
|
$809,233
0.49% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
8,423
shares
|
$808,944
0.01% of portfolio
|
Q2 2024
Reduced 15.12%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
8,377
shares
|
$804,527
0.01% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,309
shares
|
$797,996
0.08% of portfolio
|
Q2 2023
Reduced 16.99%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
8,294
shares
|
$796,555
0.2% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
8,243
shares
|
$791,657
1.1% of portfolio
|
Q1 2024
Reduced 0.48%
|