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 |
|---|---|---|---|---|---|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,336
shares
|
$122,992
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
1,332
shares
|
$122,623
0.06% of portfolio
|
Q2 2024
Reduced 18.53%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,300
shares
|
$119,678
0.05% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,271
shares
|
$117,008
0.05% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,262
shares
|
$116,179
0.01% of portfolio
|
Q2 2025
Reduced 87.57%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,252
shares
|
$115,259
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,248
shares
|
$114,890
0.01% of portfolio
|
Q1 2025
Reduced 56.83%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,244
shares
|
$114,522
0.04% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
1,220
shares
|
$112,313
0.04% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,216
shares
|
$111,944
0.04% of portfolio
|
Q1 2025
Reduced 22.65%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
1,207
shares
|
$111,116
0.04% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
1,200
shares
|
$110,472
0.01% of portfolio
|
Q1 2023
Reduced 78.57%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
1,200
shares
|
$110,472
0.01% of portfolio
|
Q2 2022
Reduced 51.34%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,199
shares
|
$110,379
0.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,167
shares
|
$107,434
0.0% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
1,161
shares
|
$106,881
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,127
shares
|
$103,751
0.01% of portfolio
|
Q3 2022
Reduced 16.83%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,127
shares
|
$103,751
0.01% of portfolio
|
Q3 2022
Reduced 16.83%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
1,126
shares
|
$103,659
0.06% of portfolio
|
Q3 2023
Reduced 21.2%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,082
shares
|
$99,608
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
1,080
shares
|
$99,424
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
1,076
shares
|
$99,056
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,041
shares
|
$95,834
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,040
shares
|
$95,742
0.01% of portfolio
|
Q4 2022
Reduced 2.26%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,012
shares
|
$93,164
0.05% of portfolio
|
Q2 2022
Reduced 90.83%
|