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 |
|---|---|---|---|---|---|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
489,566
shares
|
$46.2 Million
2.51% of portfolio
|
Q3 2025
Reduced 44.26%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
482,994
shares
|
$45.6 Million
0.71% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
482,834
shares
|
$45.6 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
481,544
shares
|
$45.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
438,557
shares
|
$41.4 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
409,335
shares
|
$38.7 Million
0.09% of portfolio
|
Q3 2023
Reduced 4.48%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
406,954
shares
|
$38.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
400,732
shares
|
$37.8 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
392,314
shares
|
$37.1 Million
0.03% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
370,341
shares
|
$35 Million
6.28% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
328,919
shares
|
$31.1 Million
0.04% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
327,886
shares
|
$31 Million
1.03% of portfolio
|
Q3 2023
Reduced 2.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
304,031
shares
|
$28.7 Million
0.18% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
302,999
shares
|
$28.6 Million
7.95% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
302,999
shares
|
$28.6 Million
7.73% of portfolio
|
Q4 2022
New holding
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
280,629
shares
|
$26.5 Million
1.56% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
275,004
shares
|
$26 Million
0.08% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
262,953
shares
|
$24.8 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
251,924
shares
|
$23.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
249,384
shares
|
$23.6 Million
0.04% of portfolio
|
Q3 2025
Added 15.44%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
244,174
shares
|
$23.1 Million
3.03% of portfolio
|
Q3 2025
Reduced 18.84%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
228,219
shares
|
$21.6 Million
0.43% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
225,286
shares
|
$21.3 Million
1.72% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
224,095
shares
|
$21.2 Million
0.8% of portfolio
|
Q1 2025
Added 33.01%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
218,195
shares
|
$20.6 Million
1.61% of portfolio
|
Q3 2025
New holding
|
|