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 |
|---|---|---|---|---|---|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
1,560
shares
|
$147,326
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
1,560
shares
|
$147,326
0.03% of portfolio
|
Q2 2025
Reduced 32.38%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
1,554
shares
|
$146,759
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
1,520
shares
|
$143,548
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
1,514
shares
|
$142,982
0.05% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
1,500
shares
|
$141,660
0.03% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
1,472
shares
|
$139,015
0.02% of portfolio
|
Q4 2023
Added 131.81%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
1,440
shares
|
$135,993
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,436
shares
|
$135,615
0.01% of portfolio
|
Q3 2022
Added 33.09%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
1,411
shares
|
$133,254
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
1,389
shares
|
$131,177
0.02% of portfolio
|
Q3 2025
Added 100.14%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,360
shares
|
$128,438
0.0% of portfolio
|
Q2 2025
Reduced 36.12%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
1,352
shares
|
$127,682
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
1,342
shares
|
$126,738
0.0% of portfolio
|
Q3 2025
Added 367.6%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
1,336
shares
|
$126,171
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
1,332
shares
|
$125,794
0.06% of portfolio
|
Q2 2024
Reduced 18.53%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,289
shares
|
$121,733
0.03% of portfolio
|
Q3 2025
Added 27.62%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,252
shares
|
$118,238
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,248
shares
|
$117,861
0.01% of portfolio
|
Q1 2025
Reduced 56.83%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
1,244
shares
|
$117,483
0.04% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
1,220
shares
|
$115,216
0.05% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
1,200
shares
|
$113,328
0.01% of portfolio
|
Q2 2022
Reduced 51.34%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,170
shares
|
$110,494
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
1,167
shares
|
$110,211
0.0% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,127
shares
|
$106,433
0.01% of portfolio
|
Q3 2022
Reduced 16.83%
|