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 67.9 Million shares, which have been reported (via 13F filing form) to have a value of $6.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
508,196
shares
|
$48.8 Million
1.82% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
498,874
shares
|
$47.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
489,566
shares
|
$47 Million
2.51% of portfolio
|
Q3 2025
Reduced 44.26%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
482,994
shares
|
$46.4 Million
0.71% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
481,544
shares
|
$46.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
467,602
shares
|
$44.9 Million
0.3% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
440,545
shares
|
$42.3 Million
0.72% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
431,788
shares
|
$41.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 77.59%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
409,335
shares
|
$39.3 Million
0.09% of portfolio
|
Q3 2023
Reduced 4.48%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
406,954
shares
|
$39.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
392,314
shares
|
$37.7 Million
0.03% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
370,341
shares
|
$35.5 Million
6.28% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
327,886
shares
|
$31.5 Million
1.03% of portfolio
|
Q3 2023
Reduced 2.13%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
318,654
shares
|
$30.6 Million
0.04% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
304,031
shares
|
$29.2 Million
0.18% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
302,999
shares
|
$29.1 Million
7.95% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
302,999
shares
|
$29.1 Million
7.73% of portfolio
|
Q4 2022
New holding
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
280,629
shares
|
$26.9 Million
1.56% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
262,953
shares
|
$25.2 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
260,913
shares
|
$25 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
|
$24.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
249,384
shares
|
$23.9 Million
0.04% of portfolio
|
Q3 2025
Added 15.44%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
244,174
shares
|
$23.4 Million
3.03% of portfolio
|
Q3 2025
Reduced 18.84%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
228,219
shares
|
$21.9 Million
0.43% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
225,286
shares
|
$21.6 Million
1.72% of portfolio
|
Q3 2025
Added 0.16%
|