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 |
|---|---|---|---|---|---|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
3,981
shares
|
$375,965
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
3,951
shares
|
$373,132
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
3,942
shares
|
$372,282
0.06% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
3,926
shares
|
$370,771
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
3,916
shares
|
$369,827
0.03% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
3,913
shares
|
$369,543
0.04% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
3,912
shares
|
$369,449
0.21% of portfolio
|
Q2 2025
Reduced 15.12%
|
|
|
Terril Brothers, Inc.
|
Nov 13, 2025 Q3 2025 |
3,906
shares
|
$368,882
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
3,904
shares
|
$368,693
0.03% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
3,900
shares
|
$368,316
0.03% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
3,892
shares
|
$367,560
0.01% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
3,888
shares
|
$367,182
0.1% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,880
shares
|
$366,427
0.09% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
3,838
shares
|
$362,460
0.15% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
3,827
shares
|
$361,421
0.05% of portfolio
|
Q3 2025
Added 9.91%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
3,813
shares
|
$360,099
0.02% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
3,809
shares
|
$359,721
0.05% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,809
shares
|
$359,721
0.01% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Congress Asset Management CO
|
Oct 10, 2025 Q3 2025 |
3,803
shares
|
$359,155
0.0% of portfolio
|
Q3 2025
Reduced 9.04%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
3,802
shares
|
$359,060
0.01% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
3,794
shares
|
$358,305
0.02% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
3,776
shares
|
$356,605
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hms Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
3,773
shares
|
$356,322
0.14% of portfolio
|
Q3 2025
Reduced 28.73%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
3,760
shares
|
$355,094
0.05% of portfolio
|
Q3 2022
Reduced 2.59%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
3,750
shares
|
$354,150
0.11% of portfolio
|
Q4 2024
Reduced 2.39%
|
|