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 953 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 $6.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
6,925
shares
|
$637,515
0.02% of portfolio
|
Q1 2025
Added 13.06%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
6,921
shares
|
$637,147
0.05% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
6,917
shares
|
$636,779
0.02% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
6,890
shares
|
$634,293
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
6,878
shares
|
$633,188
0.0% of portfolio
|
Q1 2025
Added 41.76%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
6,851
shares
|
$630,703
0.21% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
6,845
shares
|
$630,150
0.0% of portfolio
|
Q1 2025
Reduced 32.21%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
6,804
shares
|
$626,376
0.05% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
6,790
shares
|
$625,087
0.05% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
6,737
shares
|
$620,208
0.41% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
6,670
shares
|
$614,040
0.09% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
6,630
shares
|
$610,357
0.05% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
6,615
shares
|
$608,976
0.51% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
6,615
shares
|
$608,976
0.0% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
6,613
shares
|
$608,792
0.43% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
6,601
shares
|
$607,688
0.06% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
6,575
shares
|
$605,294
0.21% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
6,568
shares
|
$604,650
0.03% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
6,532
shares
|
$601,335
0.33% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
6,471
shares
|
$595,720
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
6,461
shares
|
$594,799
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,446
shares
|
$593,418
0.02% of portfolio
|
Q4 2023
Reduced 1.04%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
6,400
shares
|
$589,184
0.04% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
6,355
shares
|
$585,041
0.01% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
6,355
shares
|
$585,041
0.04% of portfolio
|
Q1 2025
Added 0.05%
|