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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
14,500
shares
|
$1.37 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
14,249
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
14,097
shares
|
$1.33 Million
0.39% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
13,920
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
13,902
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
13,872
shares
|
$1.31 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
13,800
shares
|
$1.3 Million
0.05% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
13,717
shares
|
$1.3 Million
0.27% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
13,609
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
13,600
shares
|
$1.28 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
13,519
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
13,493
shares
|
$1.27 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
13,387
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
13,346
shares
|
$1.26 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,205
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2025
Added 86.41%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
13,200
shares
|
$1.25 Million
2.17% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
13,048
shares
|
$1.23 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
12,819
shares
|
$1.21 Million
0.3% of portfolio
|
Q3 2025
Reduced 10.65%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
12,752
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
12,685
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
12,475
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 32.22%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
12,382
shares
|
$1.17 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
12,371
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2025
Reduced 15.39%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
12,280
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
12,213
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.22%
|