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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,637
shares
|
$350,606
0.01% of portfolio
|
Q2 2025
Reduced 21.8%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
3,636
shares
|
$350,510
0.05% of portfolio
|
Q1 2022
Reduced 5.31%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,632
shares
|
$350,124
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
3,624
shares
|
$349,353
0.14% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,591
shares
|
$346,172
0.05% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
3,561
shares
|
$343,280
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
3,550
shares
|
$342,220
0.01% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
3,521
shares
|
$339,424
0.2% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
3,490
shares
|
$336,436
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,490
shares
|
$336,436
0.11% of portfolio
|
Q4 2023
Reduced 7.92%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
3,482
shares
|
$335,664
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
3,481
shares
|
$335,568
0.03% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
3,480
shares
|
$335,472
0.03% of portfolio
|
Q2 2025
Reduced 64.42%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
3,455
shares
|
$333,062
0.02% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
3,453
shares
|
$332,869
0.03% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
3,435
shares
|
$331,134
0.01% of portfolio
|
Q2 2025
Reduced 15.77%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
3,431
shares
|
$330,748
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
3,429
shares
|
$330,555
0.11% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
3,425
shares
|
$330,170
0.12% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,420
shares
|
$329,688
0.1% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
3,416
shares
|
$329,302
0.01% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
3,413
shares
|
$329,013
0.02% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
3,402
shares
|
$327,952
0.01% of portfolio
|
Q4 2022
Added 4.48%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
3,394
shares
|
$327,181
0.01% of portfolio
|
Q4 2024
Added 103.84%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
3,390
shares
|
$326,796
0.18% of portfolio
|
Q2 2025
Added 48.03%
|