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 |
|---|---|---|---|---|---|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
2,875
shares
|
$277,150
0.02% of portfolio
|
Q2 2024
Reduced 36.25%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,874
shares
|
$277,053
0.0% of portfolio
|
Q2 2025
Added 73.66%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
2,859
shares
|
$275,607
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
2,844
shares
|
$274,161
0.0% of portfolio
|
Q3 2023
Reduced 2.1%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
2,805
shares
|
$270,402
0.01% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,804
shares
|
$270,305
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
2,801
shares
|
$270,016
0.17% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
2,800
shares
|
$269,920
0.01% of portfolio
|
Q1 2025
Added 19.66%
|
|
|
Independent Investors Inc
|
Jul 18, 2025 Q2 2025 |
2,800
shares
|
$269,920
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
2,798
shares
|
$269,727
0.06% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,783
shares
|
$268,281
0.0% of portfolio
|
Q3 2024
Added 12.58%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
2,776
shares
|
$267,606
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
2,776
shares
|
$267,606
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
2,766
shares
|
$266,642
0.07% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
2,756
shares
|
$265,678
0.06% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,755
shares
|
$265,582
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
2,749
shares
|
$265,003
0.0% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
2,747
shares
|
$264,810
0.21% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
2,737
shares
|
$263,846
0.12% of portfolio
|
Q1 2024
Added 10.05%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
2,732
shares
|
$263,364
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
2,728
shares
|
$262,979
0.04% of portfolio
|
Q4 2023
Reduced 0.94%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
2,726
shares
|
$262,786
0.02% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Aug 04, 2025 Q2 2025 |
2,713
shares
|
$261,533
0.19% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,707
shares
|
$260,954
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
2,700
shares
|
$260,280
0.07% of portfolio
|
Q4 2024
Reduced 12.34%
|