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 976 institutions that hold shares in the stock, with a total of 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
440
shares
|
$36,594
0.02% of portfolio
|
Q1 2023
Reduced 47.62%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
427
shares
|
$35,513
0.0% of portfolio
|
Q4 2024
Reduced 98.66%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
420
shares
|
$34,931
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
408
shares
|
$33,933
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
400
shares
|
$33,268
0.02% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
396
shares
|
$32,935
0.01% of portfolio
|
Q3 2021
Added 300.0%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
392
shares
|
$32,602
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
368
shares
|
$30,606
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
368
shares
|
$30,606
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
365
shares
|
$30,357
0.0% of portfolio
|
Q4 2024
Reduced 25.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
348
shares
|
$28,943
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
340
shares
|
$28,277
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
338
shares
|
$28,111
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
322
shares
|
$26,780
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
320
shares
|
$26,614
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
308
shares
|
$25,616
0.01% of portfolio
|
Q4 2020
Added 1084.62%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
306
shares
|
$25,450
0.0% of portfolio
|
Q1 2024
Reduced 1.63%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
300
shares
|
$24,951
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
296
shares
|
$24,618
0.01% of portfolio
|
Q1 2023
Reduced 63.0%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
288
shares
|
$23,952
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
288
shares
|
$23,952
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
280
shares
|
$23,287
0.01% of portfolio
|
Q2 2022
Reduced 61.33%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
259
shares
|
$21,541
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
256
shares
|
$21,291
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
240
shares
|
$19,960
0.01% of portfolio
|
Q2 2024
New holding
|