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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
4,811
shares
|
$463,780
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
4,780
shares
|
$460,792
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,749
shares
|
$457,803
0.03% of portfolio
|
Q2 2025
Reduced 15.59%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
4,747
shares
|
$457,610
0.19% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
4,739
shares
|
$456,839
0.31% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
4,721
shares
|
$455,104
0.05% of portfolio
|
Q1 2024
Reduced 46.33%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
4,709
shares
|
$453,947
0.02% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
4,674
shares
|
$450,573
0.07% of portfolio
|
Q4 2024
Reduced 16.21%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
4,638
shares
|
$447,103
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
4,626
shares
|
$445,946
0.22% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,593
shares
|
$442,765
0.05% of portfolio
|
Q1 2023
Reduced 3.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
4,577
shares
|
$441,222
0.0% of portfolio
|
Q2 2025
Reduced 37.96%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
4,500
shares
|
$433,800
0.02% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
4,464
shares
|
$430,329
0.1% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,463
shares
|
$430,233
0.01% of portfolio
|
Q2 2025
Reduced 20.94%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,434
shares
|
$427,437
0.22% of portfolio
|
Q2 2025
Reduced 98.9%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,430
shares
|
$427,052
0.15% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,427
shares
|
$426,762
0.03% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4,411
shares
|
$425,220
0.04% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
4,410
shares
|
$425,124
0.01% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,406
shares
|
$424,738
0.02% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
4,324
shares
|
$416,833
0.41% of portfolio
|
Q4 2021
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
4,299
shares
|
$414,423
0.01% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
4,272
shares
|
$411,820
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
4,266
shares
|
$411,242
0.01% of portfolio
|
Q2 2025
Reduced 3.57%
|