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 |
|---|---|---|---|---|---|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
3,413
shares
|
$322,323
0.02% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
3,402
shares
|
$321,284
0.01% of portfolio
|
Q4 2022
Added 4.48%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
3,390
shares
|
$320,151
0.16% of portfolio
|
Q2 2025
Added 48.03%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,387
shares
|
$319,868
0.06% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
3,385
shares
|
$319,679
0.01% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
3,383
shares
|
$319,490
0.08% of portfolio
|
Q3 2025
Reduced 86.56%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
3,349
shares
|
$316,279
0.13% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,338
shares
|
$315,240
0.03% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
3,297
shares
|
$311,368
0.06% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
3,296
shares
|
$311,274
0.03% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
3,296
shares
|
$311,274
0.0% of portfolio
|
Q3 2025
Added 26.38%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
3,290
shares
|
$310,707
0.1% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
3,286
shares
|
$310,329
0.01% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,276
shares
|
$309,385
0.1% of portfolio
|
Q3 2021
Reduced 6.83%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
3,272
shares
|
$309,007
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
3,260
shares
|
$307,874
0.05% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
3,246
shares
|
$306,552
0.18% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
3,245
shares
|
$306,457
0.06% of portfolio
|
Q3 2025
Reduced 16.37%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
3,217
shares
|
$303,813
0.01% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
3,209
shares
|
$303,057
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
3,202
shares
|
$302,396
0.22% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
3,200
shares
|
$302,208
0.07% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
3,200
shares
|
$302,208
0.16% of portfolio
|
Q4 2022
Reduced 24.1%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
3,199
shares
|
$302,113
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers Trust CO
|
Oct 01, 2025 Q3 2025 |
3,168
shares
|
$299,185
0.05% of portfolio
|
Q2 2025
Reduced 7.48%
|
|