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 |
|---|---|---|---|---|---|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
830
shares
|
$78,385
0.03% of portfolio
|
Q3 2025
Reduced 68.91%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
827
shares
|
$78,101
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
798
shares
|
$75,363
0.01% of portfolio
|
Q3 2025
Reduced 36.77%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
771
shares
|
$72,813
0.01% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
749
shares
|
$70,735
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
725
shares
|
$68,469
0.0% of portfolio
|
Q2 2025
Reduced 57.95%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
721
shares
|
$68,091
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
714
shares
|
$67,430
0.01% of portfolio
|
Q3 2025
Reduced 14.7%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
700
shares
|
$66,108
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
700
shares
|
$66,108
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
680
shares
|
$64,219
0.0% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
666
shares
|
$62,897
0.02% of portfolio
|
Q3 2025
Reduced 27.92%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
656
shares
|
$61,952
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
625
shares
|
$59,025
0.0% of portfolio
|
Q1 2022
Reduced 52.83%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
620
shares
|
$58,552
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
608
shares
|
$57,419
0.01% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
600
shares
|
$56,664
0.03% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
600
shares
|
$56,664
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
595
shares
|
$56,191
0.03% of portfolio
|
Q3 2021
Reduced 23.72%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
578
shares
|
$54,586
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
571
shares
|
$53,925
0.0% of portfolio
|
Q1 2025
Reduced 98.8%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
565
shares
|
$53,358
0.0% of portfolio
|
Q3 2025
Reduced 59.96%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
562
shares
|
$53,075
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
560
shares
|
$52,886
0.02% of portfolio
|
Q4 2023
Reduced 41.36%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
511
shares
|
$48,258
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|