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 |
|---|---|---|---|---|---|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
3,133
shares
|
$302,021
0.02% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
3,116
shares
|
$300,382
0.11% of portfolio
|
Q4 2024
Reduced 69.78%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,101
shares
|
$298,936
0.02% of portfolio
|
Q1 2025
Added 103266.67%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
3,059
shares
|
$294,887
0.0% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
3,054
shares
|
$294,405
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,036
shares
|
$292,670
0.03% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
3,032
shares
|
$292,284
0.03% of portfolio
|
Q2 2024
Reduced 5.78%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,030
shares
|
$292,092
0.01% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
3,003
shares
|
$289,489
0.01% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$289,200
0.01% of portfolio
|
Q3 2023
Reduced 4.82%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
2,993
shares
|
$288,525
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
2,985
shares
|
$287,754
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,984
shares
|
$287,657
0.17% of portfolio
|
Q4 2021
New holding
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
2,968
shares
|
$286,115
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
2,967
shares
|
$286,018
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,957
shares
|
$285,054
0.05% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,949
shares
|
$284,283
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
2,949
shares
|
$284,283
0.02% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
2,942
shares
|
$283,608
0.01% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
2,908
shares
|
$280,331
0.02% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
2,900
shares
|
$279,560
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
2,892
shares
|
$278,788
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
2,886
shares
|
$278,210
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
2,883
shares
|
$277,921
0.05% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Stanich Group LLC
Montauk, NY |
Jul 21, 2025 Q2 2025 |
2,875
shares
|
$277,150
0.24% of portfolio
|
Q2 2025
Reduced 19.15%
|