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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
510
shares
|
$49,164
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
504
shares
|
$48,585
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
500
shares
|
$48,200
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
496
shares
|
$47,814
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
495
shares
|
$47,718
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
486
shares
|
$46,850
0.0% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
472
shares
|
$45,500
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
470
shares
|
$45,308
0.02% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
464
shares
|
$44,729
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
452
shares
|
$43,572
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
440
shares
|
$42,416
0.02% of portfolio
|
Q1 2023
Reduced 47.62%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
439
shares
|
$42,319
0.0% of portfolio
|
Q2 2025
Reduced 31.19%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
420
shares
|
$40,488
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
413
shares
|
$39,813
0.01% of portfolio
|
Q2 2025
Reduced 19.65%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
413
shares
|
$39,813
0.01% of portfolio
|
Q2 2025
Reduced 58.49%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
410
shares
|
$39,524
0.0% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
408
shares
|
$39,331
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
408
shares
|
$39,331
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
400
shares
|
$38,560
0.02% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
398
shares
|
$38,367
0.0% of portfolio
|
Q2 2025
Added 123.6%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
396
shares
|
$38,174
0.0% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
396
shares
|
$38,174
0.0% of portfolio
|
Q3 2021
Added 300.0%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
384
shares
|
$37,017
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
378
shares
|
$36,439
0.03% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Palouse Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
368
shares
|
$35,475
0.02% of portfolio
|
Q4 2024
New holding
|