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 |
|---|---|---|---|---|---|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
4,838
shares
|
$456,900
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
4,836
shares
|
$456,711
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
4,811
shares
|
$454,350
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
4,796
shares
|
$452,934
0.02% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
4,791
shares
|
$452,462
0.08% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
4,784
shares
|
$451,800
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
4,769
shares
|
$450,384
0.18% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
4,739
shares
|
$447,551
0.31% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
4,721
shares
|
$445,851
0.06% of portfolio
|
Q1 2024
Reduced 46.33%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
4,674
shares
|
$441,412
0.07% of portfolio
|
Q4 2024
Reduced 16.21%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
4,653
shares
|
$439,429
0.03% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
4,638
shares
|
$438,012
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,593
shares
|
$433,762
0.05% of portfolio
|
Q1 2023
Reduced 3.1%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
4,566
shares
|
$431,213
0.14% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
4,464
shares
|
$421,580
0.06% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
4,458
shares
|
$421,013
0.04% of portfolio
|
Q3 2025
Reduced 55.01%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,442
shares
|
$419,502
0.22% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,435
shares
|
$418,841
0.02% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,433
shares
|
$418,652
0.0% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,430
shares
|
$418,369
0.15% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,427
shares
|
$418,085
0.01% of portfolio
|
Q3 2025
Added 21.72%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,427
shares
|
$418,085
0.03% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4,411
shares
|
$416,574
0.04% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
4,410
shares
|
$416,480
0.01% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
4,383
shares
|
$413,930
0.02% of portfolio
|
Q3 2025
Added 93.25%
|
|