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 |
|---|---|---|---|---|---|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
7,811
shares
|
$737,670
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,810
shares
|
$737,576
0.01% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,709
shares
|
$728,037
0.89% of portfolio
|
Q2 2025
Reduced 26.59%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
7,689
shares
|
$726,149
0.06% of portfolio
|
Q3 2025
Reduced 10.06%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
7,660
shares
|
$723,410
0.22% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
7,606
shares
|
$718,310
0.02% of portfolio
|
Q3 2025
Reduced 18.74%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
7,599
shares
|
$717,649
0.03% of portfolio
|
Q3 2025
Added 90.64%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
7,583
shares
|
$716,138
0.02% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
7,580
shares
|
$715,855
0.13% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
7,556
shares
|
$713,588
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
7,522
shares
|
$710,377
0.01% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,517
shares
|
$709,905
0.0% of portfolio
|
Q4 2022
Added 3.03%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
7,402
shares
|
$699,044
0.22% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
7,380
shares
|
$696,967
0.01% of portfolio
|
Q3 2025
Reduced 38.22%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,366
shares
|
$695,645
0.01% of portfolio
|
Q3 2025
Reduced 14.46%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
7,321
shares
|
$691,395
0.05% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,303
shares
|
$689,695
0.01% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
7,303
shares
|
$689,695
0.05% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
7,286
shares
|
$688,089
0.02% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
7,224
shares
|
$682,234
0.09% of portfolio
|
Q3 2023
Reduced 11.17%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
7,215
shares
|
$681,384
0.3% of portfolio
|
Q3 2025
Reduced 13.49%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
7,194
shares
|
$679,401
0.01% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Oct 06, 2025 Q3 2025 |
7,181
shares
|
$678,173
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
7,165
shares
|
$676,662
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
7,164
shares
|
$676,568
0.01% of portfolio
|
Q3 2024
Reduced 0.97%
|
|