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 995 institutions that hold shares in the stock, with a total of 67.9 Million shares, which have been reported (via 13F filing form) to have a value of $6.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
224,095
shares
|
$21.5 Million
0.8% of portfolio
|
Q1 2025
Added 33.01%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
215,172
shares
|
$20.7 Million
2.33% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
207,986
shares
|
$20 Million
0.97% of portfolio
|
Q2 2025
Added 3612.71%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
207,067
shares
|
$19.9 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
206,341
shares
|
$19.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
189,002
shares
|
$18.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
188,098
shares
|
$18.1 Million
4.97% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
185,177
shares
|
$17.8 Million
1.62% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
181,753
shares
|
$17.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 30.2%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
180,213
shares
|
$17.3 Million
5.64% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
172,543
shares
|
$16.6 Million
0.08% of portfolio
|
Q2 2025
Added 8.92%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
167,734
shares
|
$16.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
161,301
shares
|
$15.5 Million
1.09% of portfolio
|
Q4 2022
Reduced 1.35%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
160,781
shares
|
$15.4 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
159,497
shares
|
$15.3 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
157,952
shares
|
$15.2 Million
1.86% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
151,027
shares
|
$14.5 Million
0.53% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
148,752
shares
|
$14.3 Million
0.12% of portfolio
|
Q2 2025
Reduced 32.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
147,245
shares
|
$14.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
143,454
shares
|
$13.8 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
142,994
shares
|
$13.7 Million
3.59% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
142,960
shares
|
$13.7 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
142,029
shares
|
$13.6 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
138,780
shares
|
$13.3 Million
0.04% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
138,572
shares
|
$13.3 Million
0.93% of portfolio
|
Q3 2025
Reduced 3.03%
|