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 |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
16,864
shares
|
$1.59 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
16,837
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
16,624
shares
|
$1.57 Million
0.35% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
16,582
shares
|
$1.57 Million
0.15% of portfolio
|
Q1 2021
Reduced 24.93%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
16,506
shares
|
$1.56 Million
0.83% of portfolio
|
Q3 2025
Added 168.48%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16,338
shares
|
$1.54 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
16,022
shares
|
$1.51 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
15,997
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2025
Added 50.23%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
15,958
shares
|
$1.51 Million
0.19% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
15,914
shares
|
$1.5 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
15,909
shares
|
$1.5 Million
0.09% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
15,869
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 55.28%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,860
shares
|
$1.5 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
15,685
shares
|
$1.48 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
15,175
shares
|
$1.43 Million
0.55% of portfolio
|
Q4 2023
Added 142.33%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
15,109
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
15,089
shares
|
$1.43 Million
0.63% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
15,037
shares
|
$1.42 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
15,025
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
15,000
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2025
Reduced 65.18%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
14,923
shares
|
$1.41 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
14,884
shares
|
$1.41 Million
0.6% of portfolio
|
Q1 2024
Added 8.66%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
14,863
shares
|
$1.4 Million
0.11% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
14,588
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
14,502
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2025
Added 0.05%
|