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 |
|---|---|---|---|---|---|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
3,991
shares
|
$367,411
0.03% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,984
shares
|
$366,767
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
3,951
shares
|
$363,729
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
3,916
shares
|
$360,506
0.03% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
3,913
shares
|
$360,230
0.04% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Terril Brothers, Inc.
|
May 13, 2025 Q1 2025 |
3,906
shares
|
$359,586
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
3,892
shares
|
$358,297
0.01% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
3,890
shares
|
$358,113
0.02% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,880
shares
|
$357,192
0.09% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
3,846
shares
|
$354,062
0.23% of portfolio
|
Q1 2025
Reduced 38.03%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
3,827
shares
|
$352,313
0.15% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
3,808
shares
|
$350,564
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
3,801
shares
|
$349,920
0.03% of portfolio
|
Q4 2024
Reduced 73.98%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
3,782
shares
|
$348,170
0.17% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
3,776
shares
|
$347,618
0.04% of portfolio
|
Q1 2025
Added 43.47%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
3,760
shares
|
$346,145
0.05% of portfolio
|
Q3 2022
Reduced 2.59%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
3,750
shares
|
$345,225
0.12% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,742
shares
|
$344,488
0.05% of portfolio
|
Q2 2025
Reduced 11.72%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
3,740
shares
|
$344,304
0.05% of portfolio
|
Q3 2022
Reduced 10.1%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,728
shares
|
$343,199
0.02% of portfolio
|
Q2 2023
Reduced 3.67%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
3,722
shares
|
$342,647
0.26% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
3,636
shares
|
$334,730
0.05% of portfolio
|
Q1 2022
Reduced 5.31%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,631
shares
|
$334,269
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
3,619
shares
|
$333,165
0.14% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
3,616
shares
|
$332,888
0.09% of portfolio
|
Q1 2025
Added 4204.76%
|