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 |
|---|---|---|---|---|---|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
4,271
shares
|
$393,188
0.02% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
4,209
shares
|
$387,480
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
4,181
shares
|
$384,902
0.0% of portfolio
|
Q2 2025
Reduced 85.83%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
4,177
shares
|
$384,534
0.0% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
4,176
shares
|
$384,442
0.05% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
4,160
shares
|
$382,969
0.09% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
4,159
shares
|
$382,877
0.02% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
4,155
shares
|
$382,509
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
4,139
shares
|
$381,036
0.13% of portfolio
|
Q2 2024
Added 280.07%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
4,133
shares
|
$380,483
0.05% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
4,126
shares
|
$379,839
0.08% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
4,110
shares
|
$378,366
0.02% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
4,103
shares
|
$377,722
0.04% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
4,097
shares
|
$377,169
0.01% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
4,086
shares
|
$376,157
0.13% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
4,082
shares
|
$375,788
0.02% of portfolio
|
Q1 2025
Added 29.59%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
4,080
shares
|
$375,604
0.11% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
4,078
shares
|
$375,420
0.01% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
4,067
shares
|
$374,408
0.04% of portfolio
|
Q1 2025
Added 73.95%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
4,064
shares
|
$374,131
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
4,053
shares
|
$373,119
0.09% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
4,045
shares
|
$372,382
0.05% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
4,028
shares
|
$370,817
0.16% of portfolio
|
Q1 2025
Added 26.47%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
4,000
shares
|
$368,240
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
4,000
shares
|
$368,240
0.15% of portfolio
|
Q4 2021
New holding
|