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 |
|---|---|---|---|---|---|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
2,700
shares
|
$254,988
0.07% of portfolio
|
Q4 2024
Reduced 12.34%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
2,674
shares
|
$252,532
0.01% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Advisors Management Group Inc
|
Dec 18, 2025 Q3 2025 |
2,672
shares
|
$252,343
0.04% of portfolio
|
Q1 2024
Reduced 20.69%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
2,659
shares
|
$251,115
0.01% of portfolio
|
Q3 2025
Reduced 18.54%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
2,656
shares
|
$250,832
0.15% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
2,644
shares
|
$249,699
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
2,638
shares
|
$249,132
0.2% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
2,638
shares
|
$249,132
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,637
shares
|
$249,038
0.04% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
2,629
shares
|
$248,282
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
2,595
shares
|
$245,071
0.01% of portfolio
|
Q3 2025
Reduced 12.54%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
2,592
shares
|
$244,788
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
2,560
shares
|
$241,766
0.08% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Oct 27, 2025 Q3 2025 |
2,560
shares
|
$241,766
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,556
shares
|
$241,388
0.04% of portfolio
|
Q2 2024
Added 232.81%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
2,540
shares
|
$239,877
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
2,532
shares
|
$239,122
0.12% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,528
shares
|
$238,744
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
2,504
shares
|
$236,477
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,500
shares
|
$236,100
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
2,480
shares
|
$234,211
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
2,476
shares
|
$233,833
0.01% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
2,467
shares
|
$232,983
0.01% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
2,467
shares
|
$232,983
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
2,464
shares
|
$232,700
0.0% of portfolio
|
Q3 2025
Added 1.57%
|
|