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 |
|---|---|---|---|---|---|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
7,181
shares
|
$692,248
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
7,165
shares
|
$690,706
0.02% of portfolio
|
Q2 2024
Reduced 8.29%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
7,164
shares
|
$690,609
0.02% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
7,157
shares
|
$689,934
0.07% of portfolio
|
Q2 2025
Added 75.98%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,084
shares
|
$682,897
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
7,056
shares
|
$680,198
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
7,053
shares
|
$679,909
0.28% of portfolio
|
Q2 2025
Added 60.11%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
7,043
shares
|
$678,945
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
7,033
shares
|
$677,981
0.05% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
7,019
shares
|
$676,631
0.19% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
7,000
shares
|
$674,800
0.28% of portfolio
|
Q1 2024
Reduced 20.54%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
6,963
shares
|
$671,233
0.03% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
6,921
shares
|
$667,184
0.05% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
6,917
shares
|
$666,798
0.02% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,907
shares
|
$665,834
0.01% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
6,804
shares
|
$655,905
0.03% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
6,797
shares
|
$655,230
0.02% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
6,790
shares
|
$654,556
0.05% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
6,777
shares
|
$653,302
0.13% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
6,737
shares
|
$649,446
0.41% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
6,700
shares
|
$645,880
0.29% of portfolio
|
Q2 2025
Added 17.56%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
6,662
shares
|
$642,216
0.33% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
6,630
shares
|
$639,132
0.05% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
6,616
shares
|
$637,782
0.49% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
6,613
shares
|
$637,493
0.4% of portfolio
|
Q1 2025
Reduced 6.54%
|