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 |
|---|---|---|---|---|---|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
224,923
shares
|
$21.7 Million
1.73% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
224,095
shares
|
$21.6 Million
0.8% of portfolio
|
Q1 2025
Added 33.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
216,037
shares
|
$20.8 Million
0.04% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
215,979
shares
|
$20.8 Million
2.42% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
209,543
shares
|
$20.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
208,610
shares
|
$20.1 Million
0.48% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
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%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
189,002
shares
|
$18.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
188,339
shares
|
$18.2 Million
1.71% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
185,196
shares
|
$17.9 Million
4.95% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
181,753
shares
|
$17.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 30.2%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
178,234
shares
|
$17.2 Million
5.6% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
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
|
$16.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
166,209
shares
|
$16 Million
1.92% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
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
|
$15.5 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
159,597
shares
|
$15.4 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
154,481
shares
|
$14.9 Million
0.35% of portfolio
|
Q2 2025
Reduced 40.02%
|
|
|
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
|
$14.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
146,234
shares
|
$14.1 Million
0.17% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
144,433
shares
|
$13.9 Million
0.51% of portfolio
|
Q2 2025
Added 19.37%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
143,681
shares
|
$13.9 Million
3.61% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
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%
|