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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
4,252
shares
|
$409,892
0.11% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
4,209
shares
|
$405,747
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
4,181
shares
|
$403,048
0.0% of portfolio
|
Q2 2025
Reduced 85.83%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
4,180
shares
|
$402,952
0.16% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
4,160
shares
|
$401,024
0.09% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
4,159
shares
|
$400,927
0.02% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
4,155
shares
|
$400,542
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
4,133
shares
|
$398,421
0.05% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
4,103
shares
|
$395,529
0.04% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
4,099
shares
|
$395,143
0.02% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
4,096
shares
|
$394,854
0.01% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
4,092
shares
|
$394,468
0.07% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
4,086
shares
|
$393,890
0.14% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
4,080
shares
|
$393,312
0.11% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
4,077
shares
|
$393,022
0.01% of portfolio
|
Q2 2025
Added 39.1%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
4,067
shares
|
$392,058
0.12% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
4,064
shares
|
$391,769
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
4,045
shares
|
$389,938
0.05% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
4,012
shares
|
$386,756
0.09% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
4,000
shares
|
$385,600
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
3,991
shares
|
$384,732
0.03% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
3,986
shares
|
$384,250
0.01% of portfolio
|
Q2 2025
Reduced 35.56%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,984
shares
|
$384,057
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
3,955
shares
|
$381,262
0.02% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
3,951
shares
|
$380,876
1.04% of portfolio
|
Q4 2024
New holding
|