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 952 institutions that hold shares in the stock, with a total of 69.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,868
shares
|
$908,448
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
9,857
shares
|
$907,435
0.06% of portfolio
|
Q1 2025
Added 177.82%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,818
shares
|
$903,845
0.0% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
9,780
shares
|
$900,346
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
9,711
shares
|
$893,994
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
9,710
shares
|
$893,902
0.09% of portfolio
|
Q4 2024
Added 22.76%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
9,437
shares
|
$868,770
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
9,415
shares
|
$866,744
0.34% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
9,373
shares
|
$862,878
0.1% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
9,335
shares
|
$859,380
0.03% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
9,320
shares
|
$857,999
0.1% of portfolio
|
Q1 2025
Reduced 14.65%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
9,251
shares
|
$851,647
0.01% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
9,249
shares
|
$851,462
0.0% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
9,105
shares
|
$838,206
0.02% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
9,084
shares
|
$836,273
0.54% of portfolio
|
Q2 2023
Reduced 13.35%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
9,081
shares
|
$835,996
0.03% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
9,040
shares
|
$832,222
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
|
$824,305
0.03% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
8,928
shares
|
$821,911
0.07% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
8,916
shares
|
$820,806
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,888
shares
|
$818,229
0.25% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
8,881
shares
|
$817,584
0.28% of portfolio
|
Q4 2023
Added 0.53%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
8,855
shares
|
$815,191
0.06% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
8,802
shares
|
$810,312
0.53% of portfolio
|
Q2 2023
Reduced 21.63%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
8,703
shares
|
$801,198
0.15% of portfolio
|
Q1 2025
Added 14.77%
|