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 |
|---|---|---|---|---|---|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
31,700
shares
|
$2.64 Million
0.2% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
31,110
shares
|
$2.59 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
30,529
shares
|
$2.54 Million
0.12% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
30,390
shares
|
$2.53 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
30,177
shares
|
$2.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
30,054
shares
|
$2.5 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
29,991
shares
|
$2.49 Million
1.51% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
29,987
shares
|
$2.49 Million
0.32% of portfolio
|
Q3 2024
Added 11.4%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
29,608
shares
|
$2.46 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
28,965
shares
|
$2.41 Million
0.7% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
28,778
shares
|
$2.39 Million
0.23% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
28,269
shares
|
$2.35 Million
0.3% of portfolio
|
Q1 2024
Added 521.57%
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
28,159
shares
|
$2.34 Million
0.79% of portfolio
|
Q4 2024
Reduced 25.07%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
27,664
shares
|
$2.3 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
27,644
shares
|
$2.3 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
27,435
shares
|
$2.28 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
26,803
shares
|
$2.23 Million
0.31% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
26,591
shares
|
$2.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 33.45%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
26,499
shares
|
$2.2 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
26,355
shares
|
$2.19 Million
0.08% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
26,075
shares
|
$2.17 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
26,052
shares
|
$2.17 Million
0.08% of portfolio
|
Q4 2024
Added 56.62%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
25,185
shares
|
$2.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,904
shares
|
$2.07 Million
0.05% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
24,670
shares
|
$2.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.08%
|