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 996 institutions that hold shares in the stock, with a total of 67.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
2,293
shares
|
$216,550
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
2,292
shares
|
$216,456
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
2,290
shares
|
$216,267
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
2,288
shares
|
$216,078
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
2,287
shares
|
$215,984
0.03% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
2,285
shares
|
$215,795
0.13% of portfolio
|
Q3 2024
Added 25.21%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,263
shares
|
$213,717
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
2,250
shares
|
$212,490
0.03% of portfolio
|
Q2 2025
Reduced 23.73%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,247
shares
|
$212,206
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
2,240
shares
|
$211,545
0.1% of portfolio
|
Q4 2023
Reduced 9.24%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
2,240
shares
|
$211,545
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
2,239
shares
|
$211,451
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
2,229
shares
|
$210,506
0.17% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
2,210
shares
|
$208,712
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
2,210
shares
|
$208,712
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,208
shares
|
$208,523
0.01% of portfolio
|
Q4 2022
Added 4500.0%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,199
shares
|
$207,673
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
2,196
shares
|
$207,390
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
2,184
shares
|
$206,256
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
2,179
shares
|
$205,784
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Freedom Day Solutions, LLC
|
Oct 24, 2025 Q3 2025 |
2,179
shares
|
$205,784
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
2,178
shares
|
$205,690
0.03% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
2,170
shares
|
$204,934
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
2,170
shares
|
$204,934
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
2,167
shares
|
$204,651
0.1% of portfolio
|
Q3 2025
Added 0.14%
|