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 997 institutions that hold shares in the stock, with a total of 64.4 Million shares, which have been reported (via 13F filing form) to have a value of $6.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
5,900
shares
|
$557,196
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,882
shares
|
$555,496
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,864
shares
|
$553,796
0.04% of portfolio
|
Q3 2023
Added 12.92%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Nov 12, 2025 Q3 2025 |
5,860
shares
|
$553,418
0.45% of portfolio
|
Q4 2023
Added 10.03%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
5,839
shares
|
$551,435
0.19% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
5,832
shares
|
$550,774
0.2% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,765
shares
|
$544,446
0.0% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
5,757
shares
|
$543,691
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
5,724
shares
|
$540,574
0.02% of portfolio
|
Q3 2022
Added 7.11%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
5,722
shares
|
$540,385
0.02% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
5,721
shares
|
$540,291
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,660
shares
|
$534,530
0.01% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
5,655
shares
|
$534,058
0.09% of portfolio
|
Q3 2025
Added 36.1%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
5,649
shares
|
$533,491
0.02% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,634
shares
|
$532,074
0.01% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,629
shares
|
$531,602
0.03% of portfolio
|
Q2 2025
Added 80.13%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
5,583
shares
|
$527,258
0.06% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
5,550
shares
|
$524,142
0.03% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
5,537
shares
|
$522,914
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,459
shares
|
$515,547
0.01% of portfolio
|
Q3 2025
Added 12.58%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
5,444
shares
|
$514,131
0.19% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
5,422
shares
|
$512,053
0.01% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
5,414
shares
|
$511,298
0.08% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
5,408
shares
|
$510,731
0.02% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
5,406
shares
|
$510,542
0.27% of portfolio
|
Q1 2024
New holding
|