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 |
|---|---|---|---|---|---|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
2,900
shares
|
$273,876
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
2,886
shares
|
$272,553
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
2,883
shares
|
$272,270
0.05% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
2,875
shares
|
$271,515
0.02% of portfolio
|
Q2 2024
Reduced 36.25%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
2,862
shares
|
$270,287
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
2,859
shares
|
$270,003
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
2,844
shares
|
$268,587
0.0% of portfolio
|
Q3 2023
Reduced 2.1%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
2,804
shares
|
$264,809
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
2,802
shares
|
$264,620
0.01% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Independent Investors Inc
|
Oct 30, 2025 Q3 2025 |
2,800
shares
|
$264,432
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
2,800
shares
|
$264,432
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
2,800
shares
|
$264,432
0.01% of portfolio
|
Q1 2025
Added 19.66%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
2,798
shares
|
$264,243
0.06% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,783
shares
|
$262,826
0.0% of portfolio
|
Q3 2024
Added 12.58%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
2,776
shares
|
$262,165
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
2,766
shares
|
$261,221
0.06% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
2,756
shares
|
$260,276
0.06% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
2,755
shares
|
$260,182
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
2,750
shares
|
$259,710
0.11% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
2,737
shares
|
$258,482
0.11% of portfolio
|
Q1 2024
Added 10.05%
|
|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
2,732
shares
|
$258,010
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
2,728
shares
|
$257,632
0.04% of portfolio
|
Q4 2023
Reduced 0.94%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
2,727
shares
|
$257,537
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Nov 05, 2025 Q3 2025 |
2,718
shares
|
$256,687
0.17% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,707
shares
|
$255,649
0.03% of portfolio
|
Q4 2022
New holding
|
|