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 999 institutions that hold shares in the stock, with a total of 64.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jan 27, 2026 Q4 2025 |
7,852
shares
|
$741,542
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
7,843
shares
|
$740,692
0.01% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
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
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Jan 23, 2026 Q4 2025 |
7,811
shares
|
$737,670
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,810
shares
|
$737,576
0.01% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,709
shares
|
$728,037
0.89% of portfolio
|
Q2 2025
Reduced 26.59%
|
|
|
Trust CO Of Virginia
|
Jan 23, 2026 Q4 2025 |
7,689
shares
|
$726,149
0.06% of portfolio
|
Q3 2025
Reduced 10.06%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
7,660
shares
|
$723,410
0.22% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
7,606
shares
|
$718,310
0.02% of portfolio
|
Q3 2025
Reduced 18.74%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
7,599
shares
|
$717,649
0.03% of portfolio
|
Q3 2025
Added 90.64%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
7,596
shares
|
$717,366
0.12% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
7,584
shares
|
$716,232
0.01% of portfolio
|
Q4 2025
Reduced 6.2%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
7,583
shares
|
$716,138
0.02% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
7,556
shares
|
$713,588
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Davidson Trust CO
|
Jan 27, 2026 Q4 2025 |
7,554
shares
|
$713,399
0.3% of portfolio
|
Q4 2025
Added 6.13%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
7,522
shares
|
$710,377
0.01% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,517
shares
|
$709,905
0.0% of portfolio
|
Q4 2022
Added 3.03%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
7,499
shares
|
$708,205
0.03% of portfolio
|
Q4 2025
Added 5.59%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
7,402
shares
|
$699,044
0.22% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
7,380
shares
|
$696,967
0.01% of portfolio
|
Q3 2025
Reduced 38.22%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,366
shares
|
$695,645
0.01% of portfolio
|
Q3 2025
Reduced 14.46%
|
|
|
Pfg Advisors
|
Jan 27, 2026 Q4 2025 |
7,331
shares
|
$692,339
0.04% of portfolio
|
Q4 2025
Reduced 67.17%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
7,321
shares
|
$691,395
0.05% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,303
shares
|
$689,695
0.01% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
7,290
shares
|
$688,467
0.06% of portfolio
|
Q4 2025
Reduced 9.64%
|
|