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 |
|---|---|---|---|---|---|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
511
shares
|
$48,258
0.0% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
504
shares
|
$47,597
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
500
shares
|
$47,220
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
496
shares
|
$46,842
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
496
shares
|
$46,842
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
495
shares
|
$46,747
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
486
shares
|
$45,897
0.0% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
472
shares
|
$44,575
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Nov 24, 2025 Q3 2025 |
471
shares
|
$44,481
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
464
shares
|
$43,820
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
452
shares
|
$42,686
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
440
shares
|
$41,553
0.02% of portfolio
|
Q1 2023
Reduced 47.62%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
439
shares
|
$41,459
0.0% of portfolio
|
Q2 2025
Reduced 31.19%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
430
shares
|
$40,609
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
420
shares
|
$39,664
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
414
shares
|
$39,098
0.01% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
408
shares
|
$38,531
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
408
shares
|
$38,531
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
401
shares
|
$37,870
0.01% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
396
shares
|
$37,398
0.0% of portfolio
|
Q3 2021
Added 300.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
396
shares
|
$37,398
0.0% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
393
shares
|
$37,114
0.01% of portfolio
|
Q3 2025
Added 15.93%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
385
shares
|
$36,359
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
379
shares
|
$35,792
0.02% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
368
shares
|
$34,753
0.02% of portfolio
|
Q4 2024
New holding
|
|