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 996 institutions that hold shares in the stock, with a total of 67.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
8,725
shares
|
$823,989
0.58% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
8,691
shares
|
$820,778
0.14% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
8,583
shares
|
$810,578
0.21% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,537
shares
|
$806,234
0.0% of portfolio
|
Q3 2025
Added 34.89%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
8,475
shares
|
$800,379
0.05% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
8,472
shares
|
$800,095
0.43% of portfolio
|
Q4 2024
Added 22.16%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
8,426
shares
|
$795,751
0.49% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
8,414
shares
|
$794,618
0.07% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
8,403
shares
|
$793,579
0.01% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
8,243
shares
|
$778,468
1.1% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
8,224
shares
|
$776,674
0.01% of portfolio
|
Q3 2025
Reduced 27.12%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
8,215
shares
|
$775,824
0.01% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,183
shares
|
$772,802
0.1% of portfolio
|
Q2 2023
Reduced 1.25%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 09, 2025 Q3 2025 |
8,099
shares
|
$764,869
0.19% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
8,085
shares
|
$763,547
0.02% of portfolio
|
Q3 2025
Reduced 20.8%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
8,068
shares
|
$761,941
0.07% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
8,016
shares
|
$757,031
0.34% of portfolio
|
Q1 2022
Reduced 28.07%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
8,000
shares
|
$755,520
0.21% of portfolio
|
Q2 2021
Reduced 17.86%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
7,993
shares
|
$754,858
0.04% of portfolio
|
Q3 2025
Reduced 37.11%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
7,962
shares
|
$751,931
0.12% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
7,918
shares
|
$747,775
0.01% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
7,916
shares
|
$747,587
0.08% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
7,911
shares
|
$747,114
0.15% of portfolio
|
Q3 2023
Reduced 12.1%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
7,846
shares
|
$740,976
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,833
shares
|
$739,748
0.16% of portfolio
|
Q4 2024
New holding
|