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 996 institutions that hold shares in the stock, with a total of 67.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
19,536
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
19,475
shares
|
$1.84 Million
1.61% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
19,322
shares
|
$1.82 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
19,285
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,256
shares
|
$1.82 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
18,997
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
18,917
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
18,860
shares
|
$1.78 Million
0.17% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
18,700
shares
|
$1.77 Million
0.02% of portfolio
|
Q2 2025
Added 17.55%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
18,632
shares
|
$1.76 Million
0.06% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
18,350
shares
|
$1.73 Million
0.07% of portfolio
|
Q3 2025
Added 33.23%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Nov 04, 2025 Q3 2025 |
18,234
shares
|
$1.72 Million
0.86% of portfolio
|
Q3 2025
Added 21.75%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
18,107
shares
|
$1.71 Million
0.03% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
18,021
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.45%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
17,954
shares
|
$1.7 Million
0.48% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
17,830
shares
|
$1.68 Million
0.03% of portfolio
|
Q3 2025
Added 69.04%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
17,827
shares
|
$1.68 Million
0.42% of portfolio
|
Q3 2025
Added 17.49%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
17,814
shares
|
$1.68 Million
0.33% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
17,806
shares
|
$1.68 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
|
$1.68 Million
0.05% of portfolio
|
Q3 2022
Reduced 2.89%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
17,589
shares
|
$1.66 Million
0.21% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
17,437
shares
|
$1.65 Million
0.98% of portfolio
|
Q3 2025
Added 26.56%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
17,259
shares
|
$1.63 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
17,045
shares
|
$1.61 Million
0.36% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
16,970
shares
|
$1.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.67%
|