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 |
|---|---|---|---|---|---|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
5,294
shares
|
$487,365
0.19% of portfolio
|
Q2 2025
Reduced 34.52%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
5,256
shares
|
$483,867
0.01% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
5,236
shares
|
$482,026
0.11% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,200
shares
|
$478,712
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,167
shares
|
$475,674
0.0% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
5,126
shares
|
$471,899
0.02% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
5,113
shares
|
$470,702
0.01% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
5,073
shares
|
$467,020
0.41% of portfolio
|
Q4 2024
Added 16810.0%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
5,051
shares
|
$464,995
0.06% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
4,976
shares
|
$458,090
0.0% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,976
shares
|
$458,090
0.17% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,927
shares
|
$453,579
0.01% of portfolio
|
Q1 2025
Reduced 78.86%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
4,903
shares
|
$451,370
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
4,901
shares
|
$451,186
0.33% of portfolio
|
Q2 2023
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
4,886
shares
|
$449,805
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
4,858
shares
|
$447,227
0.04% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
4,838
shares
|
$445,386
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
4,836
shares
|
$445,202
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
4,811
shares
|
$442,900
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
4,780
shares
|
$440,046
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
4,778
shares
|
$439,862
0.31% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
4,747
shares
|
$437,008
0.19% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
4,732
shares
|
$435,627
0.08% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
4,726
shares
|
$435,075
0.1% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
4,721
shares
|
$434,615
0.05% of portfolio
|
Q1 2024
Reduced 46.33%
|