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 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 |
|---|---|---|---|---|---|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
6,631
shares
|
$626,231
0.05% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
6,617
shares
|
$624,909
0.49% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
6,617
shares
|
$624,909
0.12% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 13, 2026 Q4 2025 |
6,609
shares
|
$624,153
0.38% of portfolio
|
Q4 2025
Reduced 0.06%
|
|
|
Hms Capital Management, LLC
|
Jan 16, 2026 Q4 2025 |
6,582
shares
|
$621,604
0.26% of portfolio
|
Q4 2025
Added 74.45%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
6,571
shares
|
$620,565
0.21% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
6,570
shares
|
$620,470
0.01% of portfolio
|
Q4 2025
Reduced 7.24%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
6,548
shares
|
$618,393
0.09% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
6,510
shares
|
$614,804
0.18% of portfolio
|
Q3 2025
Added 90.35%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
6,500
shares
|
$613,860
0.01% of portfolio
|
Q3 2025
Reduced 12.66%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
6,471
shares
|
$611,121
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
6,461
shares
|
$610,176
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
6,449
shares
|
$609,043
0.01% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,446
shares
|
$608,760
0.02% of portfolio
|
Q4 2023
Reduced 1.04%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
6,374
shares
|
$601,960
0.04% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
6,371
shares
|
$601,677
0.05% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
6,361
shares
|
$600,732
0.04% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
6,352
shares
|
$599,882
0.01% of portfolio
|
Q4 2025
Added 0.81%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
6,340
shares
|
$598,749
0.16% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
6,300
shares
|
$594,972
0.32% of portfolio
|
Q4 2020
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
6,290
shares
|
$594,027
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
6,257
shares
|
$590,911
0.06% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
6,246
shares
|
$589,872
0.09% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
6,134
shares
|
$579,294
0.02% of portfolio
|
Q3 2024
Added 28.92%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
6,070
shares
|
$573,250
0.24% of portfolio
|
Q3 2025
Added 0.08%
|
|