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 |
|---|---|---|---|---|---|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
2,436
shares
|
$234,830
0.03% of portfolio
|
Q2 2025
Reduced 28.88%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
2,429
shares
|
$234,155
0.0% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
2,426
shares
|
$233,866
0.0% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
2,424
shares
|
$233,673
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
2,423
shares
|
$233,577
0.02% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
Financial Life Planners
Tempe, AZ |
Aug 08, 2025 Q2 2025 |
2,418
shares
|
$233,095
0.18% of portfolio
|
Q2 2025
Reduced 25.32%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
2,416
shares
|
$232,902
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
2,408
shares
|
$232,131
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,400
shares
|
$231,360
0.17% of portfolio
|
Q1 2023
Added 300.0%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
2,398
shares
|
$231,167
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
2,398
shares
|
$231,167
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
2,376
shares
|
$229,046
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
2,376
shares
|
$229,046
0.06% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
2,360
shares
|
$227,504
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
2,356
shares
|
$227,118
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,352
shares
|
$226,732
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
2,336
shares
|
$225,190
0.02% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,328
shares
|
$224,419
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
2,311
shares
|
$222,780
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
2,303
shares
|
$222,009
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
2,300
shares
|
$221,720
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
2,293
shares
|
$221,045
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
2,292
shares
|
$220,948
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
2,289
shares
|
$220,659
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
2,288
shares
|
$220,563
0.01% of portfolio
|
Q2 2025
New holding
|