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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,262
shares
|
$121,656
0.01% of portfolio
|
Q2 2025
Reduced 87.57%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,252
shares
|
$120,692
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,248
shares
|
$120,307
0.01% of portfolio
|
Q1 2025
Reduced 56.83%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,244
shares
|
$119,921
0.04% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1,220
shares
|
$117,608
0.05% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,212
shares
|
$116,836
0.0% of portfolio
|
Q2 2025
Added 28.94%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
1,200
shares
|
$115,680
0.01% of portfolio
|
Q2 2022
Reduced 51.34%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,170
shares
|
$112,788
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,167
shares
|
$112,498
0.0% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,127
shares
|
$108,642
0.01% of portfolio
|
Q3 2022
Reduced 16.83%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,127
shares
|
$108,642
0.01% of portfolio
|
Q3 2022
Reduced 16.83%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
1,126
shares
|
$108,546
0.06% of portfolio
|
Q3 2023
Reduced 21.2%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,080
shares
|
$104,112
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
1,076
shares
|
$103,726
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,041
shares
|
$100,352
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,040
shares
|
$100,256
0.01% of portfolio
|
Q4 2022
Reduced 2.26%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,014
shares
|
$97,749
0.0% of portfolio
|
Q2 2025
Added 11.92%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,012
shares
|
$97,556
0.05% of portfolio
|
Q2 2022
Reduced 90.83%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
1,010
shares
|
$97,364
0.03% of portfolio
|
Q2 2025
Added 24.08%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,004
shares
|
$96,785
0.03% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
990
shares
|
$95,436
0.01% of portfolio
|
Q1 2022
Reduced 26.23%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
984
shares
|
$94,857
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
966
shares
|
$93,122
0.04% of portfolio
|
Q1 2025
Reduced 17.51%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
960
shares
|
$92,544
0.01% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
950
shares
|
$91,580
0.03% of portfolio
|
Q4 2023
New holding
|