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 |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
14,495
shares
|
$1.4 Million
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
14,348
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
14,347
shares
|
$1.38 Million
0.34% of portfolio
|
Q2 2025
Reduced 27.33%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
14,149
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
13,967
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
13,952
shares
|
$1.34 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
13,914
shares
|
$1.34 Million
0.11% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
13,873
shares
|
$1.34 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
13,872
shares
|
$1.34 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
13,800
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
13,778
shares
|
$1.33 Million
0.82% of portfolio
|
Q2 2025
Added 43.88%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
13,773
shares
|
$1.33 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
13,760
shares
|
$1.33 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
13,545
shares
|
$1.31 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
13,412
shares
|
$1.29 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
13,386
shares
|
$1.29 Million
0.17% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
13,200
shares
|
$1.27 Million
1.82% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
13,126
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
13,074
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
12,709
shares
|
$1.23 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
12,652
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Added 36.76%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
12,490
shares
|
$1.2 Million
0.34% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
12,490
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 28.85%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
12,395
shares
|
$1.19 Million
0.45% of portfolio
|
Q2 2025
Added 31.65%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
12,314
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
Added 3.71%
|