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 |
|---|---|---|---|---|---|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
2,700
shares
|
$260,280
0.11% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
2,674
shares
|
$257,773
0.01% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
2,672
shares
|
$257,580
0.05% of portfolio
|
Q1 2024
Reduced 20.69%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
2,670
shares
|
$257,388
0.09% of portfolio
|
Q3 2024
Added 221.69%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
2,644
shares
|
$254,881
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,637
shares
|
$254,206
0.04% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
2,608
shares
|
$251,411
0.0% of portfolio
|
Q2 2025
Reduced 16.09%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,592
shares
|
$249,868
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
2,572
shares
|
$247,940
0.01% of portfolio
|
Q4 2024
Added 10.77%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Jul 17, 2025 Q2 2025 |
2,560
shares
|
$246,784
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
2,560
shares
|
$246,784
0.09% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,556
shares
|
$246,398
0.04% of portfolio
|
Q2 2024
Added 232.81%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
2,550
shares
|
$245,820
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
2,540
shares
|
$244,856
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
2,529
shares
|
$243,795
0.12% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,528
shares
|
$243,699
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,520
shares
|
$242,928
0.02% of portfolio
|
Q4 2023
Added 2000.0%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,515
shares
|
$242,446
0.03% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
2,514
shares
|
$242,349
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,500
shares
|
$241,000
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
2,480
shares
|
$239,072
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
2,467
shares
|
$237,818
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
2,451
shares
|
$236,276
0.21% of portfolio
|
Q2 2025
Reduced 34.4%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,449
shares
|
$236,083
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
2,446
shares
|
$235,794
0.09% of portfolio
|
Q2 2025
Reduced 12.52%
|