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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,005
shares
|
$92,520
0.04% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,000
shares
|
$92,060
0.0% of portfolio
|
Q1 2025
Reduced 84.75%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
990
shares
|
$91,139
0.01% of portfolio
|
Q1 2022
Reduced 26.23%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
966
shares
|
$88,929
0.04% of portfolio
|
Q1 2025
Reduced 17.51%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
960
shares
|
$88,377
0.01% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
950
shares
|
$87,457
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
940
shares
|
$86,536
0.0% of portfolio
|
Q1 2024
Reduced 25.4%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
914
shares
|
$84,142
0.0% of portfolio
|
Q2 2022
Reduced 10.39%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
906
shares
|
$83,406
0.0% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
904
shares
|
$83,222
0.04% of portfolio
|
Q2 2025
Added 209.59%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
888
shares
|
$81,749
0.02% of portfolio
|
Q2 2021
Added 4.1%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
853
shares
|
$78,527
0.03% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
840
shares
|
$77,330
0.04% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
832
shares
|
$76,593
0.03% of portfolio
|
Q4 2022
Reduced 49.02%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
827
shares
|
$76,133
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
814
shares
|
$74,936
0.02% of portfolio
|
Q1 2025
Reduced 22.62%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
771
shares
|
$70,978
0.01% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
756
shares
|
$69,597
0.02% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
719
shares
|
$66,191
0.02% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
700
shares
|
$64,442
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
700
shares
|
$64,442
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
694
shares
|
$63,889
0.01% of portfolio
|
Q1 2024
Reduced 28.45%
|