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 |
|---|---|---|---|---|---|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
2,594
shares
|
$238,803
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,592
shares
|
$238,619
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
2,592
shares
|
$238,619
0.01% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,572
shares
|
$236,778
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
|
$235,673
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
2,560
shares
|
$235,673
0.09% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,556
shares
|
$235,305
0.04% of portfolio
|
Q2 2024
Added 232.81%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
2,540
shares
|
$233,832
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
2,529
shares
|
$232,819
0.12% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,528
shares
|
$232,727
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
2,520
shares
|
$231,991
0.02% of portfolio
|
Q4 2023
Added 2000.0%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,515
shares
|
$231,530
0.03% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
2,501
shares
|
$230,242
0.14% of portfolio
|
Q1 2025
Reduced 21.82%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,500
shares
|
$230,150
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
2,480
shares
|
$228,308
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
2,468
shares
|
$227,204
0.02% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
2,451
shares
|
$225,639
0.21% of portfolio
|
Q2 2025
Reduced 34.4%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
2,429
shares
|
$223,613
0.0% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
2,423
shares
|
$223,061
0.02% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
2,416
shares
|
$222,416
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
2,408
shares
|
$221,680
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,400
shares
|
$220,944
0.17% of portfolio
|
Q1 2023
Added 300.0%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
2,398
shares
|
$220,759
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
2,398
shares
|
$220,759
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
2,376
shares
|
$218,734
0.02% of portfolio
|
Q2 2025
New holding
|