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 |
|---|---|---|---|---|---|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
6,575
shares
|
$633,830
0.21% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
6,571
shares
|
$633,444
0.09% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
6,504
shares
|
$626,985
0.01% of portfolio
|
Q2 2025
Added 150.93%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
6,471
shares
|
$623,804
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
6,461
shares
|
$622,840
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,446
shares
|
$621,394
0.02% of portfolio
|
Q4 2023
Reduced 1.04%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
6,400
shares
|
$616,960
0.04% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
6,371
shares
|
$614,164
0.05% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
6,358
shares
|
$612,911
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
6,340
shares
|
$611,176
0.17% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,329
shares
|
$610,115
0.0% of portfolio
|
Q2 2025
Reduced 23.27%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
6,301
shares
|
$607,416
0.01% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
6,300
shares
|
$607,320
0.33% of portfolio
|
Q4 2020
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
6,281
shares
|
$605,488
0.01% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,280
shares
|
$605,392
0.1% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
6,257
shares
|
$603,174
0.06% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
6,200
shares
|
$597,680
0.31% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,172
shares
|
$594,980
0.02% of portfolio
|
Q2 2025
Reduced 93.81%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
6,148
shares
|
$592,667
0.39% of portfolio
|
Q2 2025
Reduced 63.05%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
6,134
shares
|
$591,317
0.02% of portfolio
|
Q3 2024
Added 28.92%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
6,065
shares
|
$584,666
0.25% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,055
shares
|
$583,702
0.0% of portfolio
|
Q2 2025
Added 17.19%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
6,044
shares
|
$582,641
0.01% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,996
shares
|
$578,014
0.19% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
5,944
shares
|
$573,001
0.35% of portfolio
|
Q2 2025
Added 1.28%
|