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 956 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 $6.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
680
shares
|
$63,307
0.0% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
656
shares
|
$61,073
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
638
shares
|
$59,397
0.0% of portfolio
|
Q1 2025
Reduced 43.39%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
625
shares
|
$58,187
0.0% of portfolio
|
Q1 2022
Reduced 52.83%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
608
shares
|
$56,604
0.01% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
600
shares
|
$55,860
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
595
shares
|
$55,394
0.03% of portfolio
|
Q3 2021
Reduced 23.72%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
584
shares
|
$54,370
0.01% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
571
shares
|
$53,160
0.0% of portfolio
|
Q1 2025
Reduced 98.8%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
560
shares
|
$52,136
0.02% of portfolio
|
Q4 2023
Reduced 41.36%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
514
shares
|
$47,853
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
509
shares
|
$47,387
0.01% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
504
shares
|
$46,922
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
500
shares
|
$46,550
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
496
shares
|
$46,177
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
495
shares
|
$46,084
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
491
shares
|
$45,712
0.0% of portfolio
|
Q1 2025
Added 60.46%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
472
shares
|
$43,943
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
470
shares
|
$43,757
0.02% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
464
shares
|
$43,198
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
452
shares
|
$42,081
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
440
shares
|
$40,964
0.02% of portfolio
|
Q1 2023
Reduced 47.62%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
420
shares
|
$39,102
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
413
shares
|
$38,450
0.01% of portfolio
|
Q2 2025
Reduced 58.49%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
408
shares
|
$37,984
0.0% of portfolio
|
Q1 2025
New holding
|