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 |
|---|---|---|---|---|---|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,055
shares
|
$969,302
0.21% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
10,010
shares
|
$964,964
0.01% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
9,985
shares
|
$962,554
0.08% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
9,983
shares
|
$962,361
0.0% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
9,960
shares
|
$960,144
0.3% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
9,929
shares
|
$957,155
0.11% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
9,908
shares
|
$955,131
0.13% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,868
shares
|
$951,275
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
9,858
shares
|
$950,311
0.06% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
9,833
shares
|
$947,901
0.11% of portfolio
|
Q2 2025
Reduced 25.83%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,818
shares
|
$946,455
0.0% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
9,817
shares
|
$946,358
0.0% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
9,809
shares
|
$945,587
0.09% of portfolio
|
Q2 2025
Reduced 15.47%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
9,668
shares
|
$931,995
0.01% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
9,442
shares
|
$910,208
0.03% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
9,435
shares
|
$909,534
0.0% of portfolio
|
Q2 2025
Added 106.23%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
9,320
shares
|
$898,448
0.1% of portfolio
|
Q1 2025
Reduced 14.65%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
9,249
shares
|
$891,603
0.0% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
9,107
shares
|
$877,914
0.03% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
9,084
shares
|
$875,697
0.54% of portfolio
|
Q2 2023
Reduced 13.35%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
9,081
shares
|
$875,408
0.03% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
9,040
shares
|
$871,456
0.05% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
8,954
shares
|
$863,165
0.03% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
8,928
shares
|
$860,659
0.08% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
8,919
shares
|
$859,791
0.02% of portfolio
|
Q2 2025
Reduced 2.04%
|