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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
562,920
shares
|
$54.3 Million
0.07% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
531,367
shares
|
$51.2 Million
0.09% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
522,412
shares
|
$50.4 Million
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
506,929
shares
|
$48.9 Million
1.93% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
499,198
shares
|
$48.1 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
485,917
shares
|
$46.8 Million
1.05% of portfolio
|
Q2 2025
Added 1349.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
481,544
shares
|
$46.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
467,602
shares
|
$45.1 Million
0.3% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
467,378
shares
|
$45.1 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
431,788
shares
|
$41.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 77.59%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
419,267
shares
|
$40.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
409,335
shares
|
$39.5 Million
0.09% of portfolio
|
Q3 2023
Reduced 4.48%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
375,036
shares
|
$36.2 Million
6.4% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
360,082
shares
|
$34.7 Million
0.02% of portfolio
|
Q2 2025
Added 15.99%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
331,044
shares
|
$31.9 Million
0.24% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
327,886
shares
|
$31.6 Million
1.03% of portfolio
|
Q3 2023
Reduced 2.13%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
318,654
shares
|
$30.7 Million
0.04% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
302,999
shares
|
$29.2 Million
7.95% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
302,999
shares
|
$29.2 Million
7.73% of portfolio
|
Q4 2022
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
300,872
shares
|
$29 Million
3.76% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
278,009
shares
|
$26.8 Million
1.56% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
266,442
shares
|
$25.7 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
260,913
shares
|
$25.2 Million
0.09% of portfolio
|
Q2 2025
Added 29.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
252,989
shares
|
$24.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
227,113
shares
|
$21.9 Million
0.49% of portfolio
|
Q2 2025
New holding
|