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 |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
3,167
shares
|
$299,091
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
3,155
shares
|
$297,958
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
3,149
shares
|
$297,391
0.01% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
3,134
shares
|
$295,974
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,116
shares
|
$294,275
0.1% of portfolio
|
Q4 2024
Reduced 69.78%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,101
shares
|
$292,858
0.02% of portfolio
|
Q1 2025
Added 103266.67%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,059
shares
|
$288,891
0.0% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
3,044
shares
|
$287,475
0.17% of portfolio
|
Q3 2025
Reduced 8.09%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,036
shares
|
$286,719
0.03% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
3,033
shares
|
$286,436
0.02% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,031
shares
|
$286,247
0.03% of portfolio
|
Q3 2025
Reduced 42.16%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
3,008
shares
|
$284,075
0.03% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
3,003
shares
|
$283,603
0.01% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,000
shares
|
$283,320
0.01% of portfolio
|
Q3 2023
Reduced 4.82%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
2,994
shares
|
$282,753
0.0% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,993
shares
|
$282,658
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
2,985
shares
|
$281,903
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,984
shares
|
$281,808
0.17% of portfolio
|
Q4 2021
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
2,977
shares
|
$281,147
0.01% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
2,968
shares
|
$280,297
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,957
shares
|
$279,259
0.05% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
2,949
shares
|
$278,503
0.02% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
2,931
shares
|
$276,803
0.12% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
2,922
shares
|
$275,953
0.01% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
2,908
shares
|
$274,631
0.02% of portfolio
|
Q1 2025
Reduced 0.31%
|
|