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 953 institutions that hold shares in the stock, with a total of 69.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
5,692
shares
|
$524,005
0.02% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
5,688
shares
|
$523,637
0.0% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,660
shares
|
$521,059
0.01% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
5,645
shares
|
$519,678
0.01% of portfolio
|
Q1 2025
Added 32.14%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,634
shares
|
$518,666
0.01% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
5,626
shares
|
$517,929
0.03% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
5,602
shares
|
$515,720
0.03% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,572
shares
|
$512,958
0.0% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
5,550
shares
|
$510,933
0.03% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
5,537
shares
|
$509,736
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
5,489
shares
|
$505,317
0.08% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
5,464
shares
|
$503,015
0.01% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
5,444
shares
|
$501,174
0.2% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
5,437
shares
|
$500,530
0.14% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
5,432
shares
|
$500,069
0.08% of portfolio
|
Q3 2023
Reduced 2.34%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
5,408
shares
|
$497,860
0.02% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
5,406
shares
|
$497,676
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
5,404
shares
|
$497,492
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,399
shares
|
$497,031
0.01% of portfolio
|
Q3 2021
Reduced 19.65%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,392
shares
|
$496,387
0.02% of portfolio
|
Q1 2025
Added 33.9%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,388
shares
|
$496,019
0.02% of portfolio
|
Q1 2022
Added 25.54%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
5,380
shares
|
$495,282
0.25% of portfolio
|
Q4 2022
Reduced 14.87%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,375
shares
|
$494,822
0.01% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
5,314
shares
|
$489,206
0.03% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
5,294
shares
|
$487,365
0.36% of portfolio
|
Q2 2025
Reduced 1.51%
|