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 |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,127
shares
|
$106,433
0.01% of portfolio
|
Q3 2022
Reduced 16.83%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
1,126
shares
|
$106,339
0.06% of portfolio
|
Q3 2023
Reduced 21.2%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
1,076
shares
|
$101,617
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,068
shares
|
$100,861
0.04% of portfolio
|
Q3 2025
Reduced 15.97%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,041
shares
|
$98,312
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,040
shares
|
$98,217
0.01% of portfolio
|
Q4 2022
Reduced 2.26%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
1,034
shares
|
$97,650
0.01% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,015
shares
|
$95,856
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,012
shares
|
$95,573
0.05% of portfolio
|
Q2 2022
Reduced 90.83%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,005
shares
|
$94,912
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
1,000
shares
|
$94,440
0.04% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
990
shares
|
$93,495
0.01% of portfolio
|
Q1 2022
Reduced 26.23%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
986
shares
|
$93,117
0.0% of portfolio
|
Q3 2025
Reduced 65.69%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
967
shares
|
$91,323
0.04% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
952
shares
|
$89,906
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
950
shares
|
$89,718
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
940
shares
|
$88,773
0.0% of portfolio
|
Q3 2025
Reduced 22.44%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
914
shares
|
$86,318
0.0% of portfolio
|
Q2 2022
Reduced 10.39%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
900
shares
|
$84,996
0.01% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
888
shares
|
$83,862
0.02% of portfolio
|
Q2 2021
Added 4.1%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
870
shares
|
$82,162
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
853
shares
|
$80,557
0.03% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
832
shares
|
$78,574
0.03% of portfolio
|
Q4 2022
Reduced 49.02%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
830
shares
|
$78,385
0.03% of portfolio
|
Q3 2025
Reduced 68.91%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
827
shares
|
$78,101
0.05% of portfolio
|
Q4 2024
New holding
|