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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
924
shares
|
$89,073
0.03% of portfolio
|
Q2 2025
Reduced 22.94%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
914
shares
|
$88,109
0.0% of portfolio
|
Q2 2022
Reduced 10.39%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
904
shares
|
$87,145
0.04% of portfolio
|
Q2 2025
Added 209.59%
|
|
|
Mill Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
900
shares
|
$86,760
0.01% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
888
shares
|
$85,603
0.02% of portfolio
|
Q2 2021
Added 4.1%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
853
shares
|
$82,229
0.03% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
837
shares
|
$80,686
0.01% of portfolio
|
Q2 2025
Reduced 38.5%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
832
shares
|
$80,204
0.03% of portfolio
|
Q4 2022
Reduced 49.02%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
827
shares
|
$79,722
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
771
shares
|
$74,324
0.01% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
725
shares
|
$69,890
0.0% of portfolio
|
Q2 2025
Reduced 57.95%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
719
shares
|
$69,311
0.02% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
700
shares
|
$67,480
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
700
shares
|
$67,480
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
694
shares
|
$66,901
0.01% of portfolio
|
Q1 2024
Reduced 28.45%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
680
shares
|
$65,552
0.0% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
656
shares
|
$63,238
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
625
shares
|
$60,250
0.0% of portfolio
|
Q1 2022
Reduced 52.83%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
608
shares
|
$58,611
0.01% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
600
shares
|
$57,840
0.03% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
600
shares
|
$57,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
595
shares
|
$57,358
0.03% of portfolio
|
Q3 2021
Reduced 23.72%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
584
shares
|
$56,297
0.01% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
571
shares
|
$55,044
0.0% of portfolio
|
Q1 2025
Reduced 98.8%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
560
shares
|
$53,984
0.02% of portfolio
|
Q4 2023
Reduced 41.36%
|