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 952 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 $6.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,338
shares
|
$307,296
0.03% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
3,290
shares
|
$302,877
0.11% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
3,289
shares
|
$302,785
0.06% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,276
shares
|
$301,588
0.1% of portfolio
|
Q3 2021
Reduced 6.83%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,274
shares
|
$301,404
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
3,271
shares
|
$301,128
0.04% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,268
shares
|
$300,852
0.02% of portfolio
|
Q2 2024
Reduced 10.86%
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
3,238
shares
|
$298,090
0.26% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
3,220
shares
|
$296,433
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
3,200
shares
|
$294,592
0.16% of portfolio
|
Q4 2022
Reduced 24.1%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
3,199
shares
|
$294,499
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
3,168
shares
|
$291,646
0.06% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
3,160
shares
|
$290,909
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
3,134
shares
|
$288,516
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
3,133
shares
|
$288,423
0.02% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
3,125
shares
|
$287,687
0.18% of portfolio
|
Q1 2025
Added 21.6%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,125
shares
|
$287,687
0.02% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
3,116
shares
|
$286,858
0.11% of portfolio
|
Q4 2024
Reduced 69.78%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
3,108
shares
|
$286,122
0.0% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,101
shares
|
$285,478
0.02% of portfolio
|
Q1 2025
Added 103266.67%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
3,076
shares
|
$283,176
0.0% of portfolio
|
Q1 2025
Reduced 63.39%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
3,072
shares
|
$282,808
0.01% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,036
shares
|
$279,494
0.03% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
3,032
shares
|
$279,125
0.03% of portfolio
|
Q2 2024
Reduced 5.78%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,030
shares
|
$278,941
0.01% of portfolio
|
Q1 2025
Added 1.68%
|