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 |
|---|---|---|---|---|---|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
5,383
shares
|
$518,921
0.0% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
5,380
shares
|
$518,632
0.24% of portfolio
|
Q4 2022
Reduced 14.87%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
5,346
shares
|
$515,354
0.01% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,314
shares
|
$512,269
0.03% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
5,294
shares
|
$510,341
0.36% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
5,294
shares
|
$510,341
0.19% of portfolio
|
Q2 2025
Reduced 34.52%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
5,256
shares
|
$506,678
0.01% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,240
shares
|
$505,136
0.05% of portfolio
|
Q2 2025
Reduced 39.6%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
5,236
shares
|
$504,750
0.11% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,200
shares
|
$501,280
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
5,126
shares
|
$494,146
0.02% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
5,098
shares
|
$491,447
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
5,083
shares
|
$490,001
0.02% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
5,051
shares
|
$486,916
0.06% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
4,982
shares
|
$480,264
0.34% of portfolio
|
Q2 2025
Reduced 52.7%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
4,982
shares
|
$480,264
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
4,976
shares
|
$479,686
0.0% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,976
shares
|
$479,686
0.17% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,903
shares
|
$472,649
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
4,901
shares
|
$472,456
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
4,886
shares
|
$471,010
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
4,858
shares
|
$468,311
0.04% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
4,849
shares
|
$467,443
0.01% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
4,838
shares
|
$466,383
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
4,836
shares
|
$466,190
0.07% of portfolio
|
Q3 2022
New holding
|