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 |
|---|---|---|---|---|---|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
3,390
shares
|
$326,796
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,387
shares
|
$326,506
0.06% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
3,351
shares
|
$323,036
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
3,341
shares
|
$322,072
0.0% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,338
shares
|
$321,783
0.03% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
3,335
shares
|
$321,494
0.18% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
3,312
shares
|
$319,276
0.2% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,291
shares
|
$317,252
0.01% of portfolio
|
Q2 2025
Added 19.2%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
3,290
shares
|
$317,156
0.11% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
3,289
shares
|
$317,059
0.06% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,276
shares
|
$315,806
0.1% of portfolio
|
Q3 2021
Reduced 6.83%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,274
shares
|
$315,613
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
3,272
shares
|
$315,420
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
3,264
shares
|
$314,649
0.02% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
3,260
shares
|
$314,264
0.05% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
3,220
shares
|
$310,408
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
3,205
shares
|
$308,962
0.02% of portfolio
|
Q2 2025
Added 17.36%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
3,202
shares
|
$308,672
0.22% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
3,200
shares
|
$308,480
0.07% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
3,200
shares
|
$308,480
0.17% of portfolio
|
Q4 2022
Reduced 24.1%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
3,199
shares
|
$308,383
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
3,168
shares
|
$305,395
0.06% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,163
shares
|
$304,913
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
B&L Asset Management LLC
Boston, MA |
Aug 04, 2025 Q2 2025 |
3,155
shares
|
$304,142
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
3,134
shares
|
$302,117
0.02% of portfolio
|
Q1 2025
Added 0.03%
|