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 997 institutions that hold shares in the stock, with a total of 64.4 Million shares, which have been reported (via 13F filing form) to have a value of $6.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
10,055
shares
|
$949,594
0.22% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
9,983
shares
|
$942,794
0.0% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
9,896
shares
|
$934,578
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
9,879
shares
|
$932,972
0.13% of portfolio
|
Q4 2025
Reduced 13.98%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,868
shares
|
$931,933
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
9,830
shares
|
$928,345
0.09% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
9,830
shares
|
$928,345
0.06% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,818
shares
|
$927,211
0.0% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
9,760
shares
|
$921,734
0.11% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
9,697
shares
|
$915,784
0.28% of portfolio
|
Q4 2025
Reduced 0.06%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
9,665
shares
|
$912,762
0.11% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
9,566
shares
|
$903,413
0.01% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
9,447
shares
|
$892,174
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
9,252
shares
|
$873,758
0.03% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
9,249
shares
|
$873,475
0.0% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
9,084
shares
|
$857,892
0.53% of portfolio
|
Q2 2023
Reduced 13.35%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
9,075
shares
|
$857,043
0.03% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
9,040
shares
|
$853,737
0.05% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
9,020
shares
|
$851,848
0.02% of portfolio
|
Q3 2025
Added 17.14%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
8,972
shares
|
$847,315
0.03% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
8,972
shares
|
$847,315
0.05% of portfolio
|
Q3 2025
Reduced 11.69%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
8,923
shares
|
$842,688
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
8,920
shares
|
$842,404
0.1% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
8,899
shares
|
$840,421
0.01% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
8,881
shares
|
$838,721
0.28% of portfolio
|
Q4 2023
Added 0.53%
|
|