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 998 institutions that hold shares in the stock, with a total of 64.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
3,776
shares
|
$356,605
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
3,760
shares
|
$355,094
0.05% of portfolio
|
Q3 2022
Reduced 2.59%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
3,750
shares
|
$354,150
0.11% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,742
shares
|
$353,394
0.05% of portfolio
|
Q2 2025
Reduced 11.72%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
3,740
shares
|
$353,205
0.06% of portfolio
|
Q3 2022
Reduced 10.1%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,728
shares
|
$352,072
0.02% of portfolio
|
Q2 2023
Reduced 3.67%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
3,724
shares
|
$351,694
0.0% of portfolio
|
Q4 2025
Added 41.65%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jan 16, 2026 Q4 2025 |
3,722
shares
|
$351,505
0.22% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
3,720
shares
|
$351,316
0.09% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
3,717
shares
|
$351,033
0.17% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
3,704
shares
|
$349,805
0.04% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
3,695
shares
|
$348,955
0.03% of portfolio
|
Q2 2025
Reduced 14.9%
|
|
|
Breachway Investments LLC
Charlestown, RI |
Jan 27, 2026 Q4 2025 |
3,658
shares
|
$345,461
0.37% of portfolio
|
Q4 2025
New holding
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,638
shares
|
$343,572
0.08% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Glassman Wealth Services
|
Jan 28, 2026 Q4 2025 |
3,636
shares
|
$343,383
0.05% of portfolio
|
Q1 2022
Reduced 5.31%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 20, 2026 Q4 2025 |
3,636
shares
|
$343,383
0.14% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
3,606
shares
|
$340,550
0.02% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
3,580
shares
|
$338,095
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
3,550
shares
|
$335,262
0.01% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
3,513
shares
|
$331,767
0.02% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
3,490
shares
|
$329,595
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,490
shares
|
$329,595
0.11% of portfolio
|
Q4 2023
Reduced 7.92%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
3,481
shares
|
$328,745
0.03% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
3,480
shares
|
$328,651
0.03% of portfolio
|
Q2 2025
Reduced 64.42%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
3,468
shares
|
$327,517
0.02% of portfolio
|
Q3 2025
Reduced 2.61%
|
|