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 |
|---|---|---|---|---|---|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
8,916
shares
|
$859,502
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
8,881
shares
|
$856,128
0.28% of portfolio
|
Q4 2023
Added 0.53%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
8,855
shares
|
$853,622
0.06% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
8,802
shares
|
$848,512
0.53% of portfolio
|
Q2 2023
Reduced 21.63%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
8,725
shares
|
$841,090
0.59% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
8,703
shares
|
$838,969
0.14% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
8,611
shares
|
$830,100
0.02% of portfolio
|
Q2 2025
Added 18.76%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
8,583
shares
|
$827,401
0.21% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
8,549
shares
|
$824,123
0.07% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
8,475
shares
|
$816,990
0.05% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
8,472
shares
|
$816,700
0.44% of portfolio
|
Q4 2024
Added 22.16%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
8,426
shares
|
$812,266
0.49% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
8,423
shares
|
$811,977
0.01% of portfolio
|
Q2 2024
Reduced 15.12%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
8,340
shares
|
$803,976
0.35% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
8,243
shares
|
$794,625
1.1% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
8,215
shares
|
$791,926
0.01% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
8,193
shares
|
$789,805
0.07% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,183
shares
|
$788,841
0.1% of portfolio
|
Q2 2023
Reduced 1.25%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
8,137
shares
|
$784,406
0.12% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
8,087
shares
|
$779,586
0.01% of portfolio
|
Q2 2025
Added 29.68%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
8,064
shares
|
$777,369
0.23% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
8,016
shares
|
$772,742
0.35% of portfolio
|
Q1 2022
Reduced 28.07%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
8,004
shares
|
$771,585
0.19% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
8,000
shares
|
$771,200
0.21% of portfolio
|
Q2 2021
Reduced 17.86%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
7,918
shares
|
$763,295
0.01% of portfolio
|
Q2 2025
Reduced 1.12%
|