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 |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,000
shares
|
$276,180
0.01% of portfolio
|
Q3 2023
Reduced 4.82%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
2,995
shares
|
$275,719
0.01% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
2,993
shares
|
$275,535
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
2,985
shares
|
$274,799
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,984
shares
|
$274,707
0.17% of portfolio
|
Q4 2021
New holding
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
2,968
shares
|
$273,234
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
2,967
shares
|
$273,142
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,957
shares
|
$272,221
0.05% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
2,950
shares
|
$271,577
0.04% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
2,949
shares
|
$271,484
0.02% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
2,934
shares
|
$270,104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,933
shares
|
$270,011
0.0% of portfolio
|
Q1 2025
Added 24.12%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,931
shares
|
$269,827
0.01% of portfolio
|
Q1 2025
Reduced 28.11%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
2,908
shares
|
$267,710
0.02% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
2,900
shares
|
$266,974
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
2,892
shares
|
$266,237
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
2,886
shares
|
$265,685
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
2,875
shares
|
$264,672
0.02% of portfolio
|
Q2 2024
Reduced 36.25%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
2,865
shares
|
$263,751
0.08% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
2,863
shares
|
$263,567
0.01% of portfolio
|
Q3 2024
Added 25671.85%
|
|
|
Aufman Associates Inc
Sewickley, PA |
May 14, 2025 Q1 2025 |
2,859
shares
|
$263,199
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
2,844
shares
|
$261,818
0.0% of portfolio
|
Q3 2023
Reduced 2.1%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
2,840
shares
|
$261,450
0.2% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
2,807
shares
|
$258,412
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
2,801
shares
|
$257,860
0.16% of portfolio
|
Q1 2025
Reduced 4.4%
|