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 |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
5,900
shares
|
$568,760
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
5,882
shares
|
$567,024
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,864
shares
|
$565,289
0.04% of portfolio
|
Q3 2023
Added 12.92%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jul 23, 2025 Q2 2025 |
5,860
shares
|
$564,904
0.46% of portfolio
|
Q4 2023
Added 10.03%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
5,796
shares
|
$558,734
0.2% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
5,757
shares
|
$554,974
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
5,724
shares
|
$551,793
0.02% of portfolio
|
Q3 2022
Added 7.11%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
5,692
shares
|
$548,708
0.02% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,660
shares
|
$545,624
0.01% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,634
shares
|
$543,117
0.01% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
5,629
shares
|
$542,635
0.04% of portfolio
|
Q2 2025
Added 80.13%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
5,611
shares
|
$540,900
0.09% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
5,583
shares
|
$538,201
0.06% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
5,572
shares
|
$537,140
0.0% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5,550
shares
|
$535,020
0.03% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
5,544
shares
|
$534,441
0.21% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
5,537
shares
|
$533,766
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
5,489
shares
|
$529,139
0.08% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
5,444
shares
|
$524,801
0.2% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
5,408
shares
|
$521,331
0.02% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
5,406
shares
|
$521,138
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
5,404
shares
|
$520,945
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,399
shares
|
$520,463
0.01% of portfolio
|
Q3 2021
Reduced 19.65%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
5,397
shares
|
$520,270
0.02% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,388
shares
|
$519,403
0.02% of portfolio
|
Q1 2022
Added 25.54%
|