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 |
|---|---|---|---|---|---|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
3,927
shares
|
$378,562
0.0% of portfolio
|
Q2 2025
Added 27.67%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
3,916
shares
|
$377,502
0.03% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
3,913
shares
|
$377,213
0.04% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
3,912
shares
|
$377,116
0.22% of portfolio
|
Q2 2025
Reduced 15.12%
|
|
|
Terril Brothers, Inc.
|
Aug 04, 2025 Q2 2025 |
3,906
shares
|
$376,538
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
3,892
shares
|
$375,188
0.01% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
3,890
shares
|
$374,996
0.02% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,880
shares
|
$374,032
0.09% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
3,880
shares
|
$374,032
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
3,854
shares
|
$371,525
0.02% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
3,827
shares
|
$368,922
0.15% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
3,826
shares
|
$368,826
0.01% of portfolio
|
Q2 2025
Reduced 25.17%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
3,813
shares
|
$367,573
0.03% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
3,808
shares
|
$367,091
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,801
shares
|
$366,416
0.0% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
3,782
shares
|
$364,584
0.18% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
3,760
shares
|
$362,464
0.05% of portfolio
|
Q3 2022
Reduced 2.59%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
3,750
shares
|
$361,500
0.11% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,742
shares
|
$360,728
0.05% of portfolio
|
Q2 2025
Reduced 11.72%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
3,740
shares
|
$360,536
0.06% of portfolio
|
Q3 2022
Reduced 10.1%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,728
shares
|
$359,379
0.02% of portfolio
|
Q2 2023
Reduced 3.67%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
3,722
shares
|
$358,800
0.26% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
3,720
shares
|
$358,608
0.09% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
3,695
shares
|
$356,198
0.03% of portfolio
|
Q2 2025
Reduced 14.9%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
3,637
shares
|
$350,606
0.08% of portfolio
|
Q2 2025
Reduced 23.04%
|