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 |
|---|---|---|---|---|---|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
7,153
shares
|
$675,529
0.03% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
7,119
shares
|
$672,318
0.26% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
7,118
shares
|
$672,223
0.29% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
7,102
shares
|
$670,712
0.02% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
7,090
shares
|
$669,579
0.26% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
7,083
shares
|
$668,918
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
7,056
shares
|
$666,368
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,024
shares
|
$663,346
0.0% of portfolio
|
Q3 2025
Added 138.18%
|
|
|
Corundum Group, Inc.
|
Oct 24, 2025 Q3 2025 |
7,000
shares
|
$661,080
0.28% of portfolio
|
Q1 2024
Reduced 20.54%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
6,940
shares
|
$655,413
0.01% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
6,921
shares
|
$653,619
0.05% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
6,916
shares
|
$653,147
0.19% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
6,907
shares
|
$652,297
0.01% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
6,864
shares
|
$648,236
0.0% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
6,837
shares
|
$645,686
0.07% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
6,804
shares
|
$642,569
0.04% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
6,795
shares
|
$641,719
0.02% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
6,790
shares
|
$641,247
0.04% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
6,737
shares
|
$636,242
0.41% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
6,666
shares
|
$629,537
0.02% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
6,662
shares
|
$629,159
0.33% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
6,630
shares
|
$626,137
0.05% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
6,617
shares
|
$624,909
0.49% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
6,617
shares
|
$624,909
0.12% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 12, 2025 Q3 2025 |
6,613
shares
|
$624,531
0.38% of portfolio
|
Q1 2025
Reduced 6.54%
|
|