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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
12,246
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
12,072
shares
|
$1.16 Million
0.17% of portfolio
|
Q2 2025
Reduced 61.0%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
12,067
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,994
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
11,946
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
11,922
shares
|
$1.15 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
11,891
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
11,873
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Reduced 36.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,818
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2020
Added 67.8%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
11,746
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Added 77.57%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
11,722
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
11,706
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
11,696
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Added 70.05%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
11,688
shares
|
$1.13 Million
0.08% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
11,637
shares
|
$1.12 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
11,507
shares
|
$1.11 Million
0.05% of portfolio
|
Q2 2025
Reduced 27.72%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
11,402
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Sather Financial Group Inc
|
Jul 25, 2025 Q2 2025 |
11,360
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
11,335
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
11,285
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
11,244
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
11,237
shares
|
$1.08 Million
0.17% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
11,220
shares
|
$1.08 Million
0.14% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
11,189
shares
|
$1.08 Million
0.76% of portfolio
|
Q2 2025
Reduced 30.09%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
11,154
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.09%
|