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 958 institutions that hold shares in the stock, with a total of 69.7 Million shares, which have been reported (via 13F filing form) to have a value of $6.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
413
shares
|
$38,450
0.01% of portfolio
|
Q2 2025
Reduced 58.49%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
408
shares
|
$37,984
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
408
shares
|
$37,984
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
400
shares
|
$37,240
0.02% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
396
shares
|
$36,867
0.0% of portfolio
|
Q3 2021
Added 300.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
396
shares
|
$36,867
0.0% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
392
shares
|
$36,495
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
377
shares
|
$35,098
0.03% of portfolio
|
Q1 2025
Reduced 22.9%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
368
shares
|
$34,260
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
368
shares
|
$34,260
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
368
shares
|
$34,260
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
365
shares
|
$33,981
0.0% of portfolio
|
Q4 2024
Reduced 25.2%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
352
shares
|
$32,771
0.01% of portfolio
|
Q2 2025
Reduced 70.84%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
348
shares
|
$32,398
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
340
shares
|
$31,653
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
339
shares
|
$31,560
0.01% of portfolio
|
Q1 2025
Added 260.64%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
320
shares
|
$29,792
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
308
shares
|
$28,674
0.01% of portfolio
|
Q4 2020
Added 1084.62%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
300
shares
|
$27,930
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
300
shares
|
$27,930
0.02% of portfolio
|
Q1 2025
Reduced 34.78%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
296
shares
|
$27,557
0.01% of portfolio
|
Q1 2023
Reduced 63.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
288
shares
|
$26,812
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
288
shares
|
$26,812
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
281
shares
|
$26,161
0.0% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
280
shares
|
$26,068
0.01% of portfolio
|
Q2 2022
Reduced 61.33%
|