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 971 institutions that hold shares in the stock, with a total of 70.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
20,423
shares
|
$1.97 Million
0.51% of portfolio
|
Q2 2022
Reduced 0.7%
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
20,252
shares
|
$1.95 Million
0.94% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
20,237
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
19,908
shares
|
$1.92 Million
0.75% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
19,479
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
19,475
shares
|
$1.88 Million
1.61% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,256
shares
|
$1.86 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
19,255
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
18,878
shares
|
$1.82 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.14%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
18,853
shares
|
$1.82 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
18,700
shares
|
$1.8 Million
0.02% of portfolio
|
Q2 2025
Added 17.55%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
18,614
shares
|
$1.79 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
18,021
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.45%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
17,832
shares
|
$1.72 Million
0.14% of portfolio
|
Q2 2025
Reduced 30.17%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
17,806
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,796
shares
|
$1.72 Million
0.05% of portfolio
|
Q3 2022
Reduced 2.89%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
17,743
shares
|
$1.71 Million
0.16% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
17,619
shares
|
$1.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
17,489
shares
|
$1.69 Million
0.49% of portfolio
|
Q2 2025
Reduced 16.14%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
17,374
shares
|
$1.67 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
17,364
shares
|
$1.67 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
17,184
shares
|
$1.66 Million
0.08% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
16,970
shares
|
$1.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.67%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
16,883
shares
|
$1.63 Million
0.36% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
16,837
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.71%
|