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 |
|---|---|---|---|---|---|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
368
shares
|
$35,475
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
365
shares
|
$35,186
0.0% of portfolio
|
Q4 2024
Reduced 25.2%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
352
shares
|
$33,932
0.01% of portfolio
|
Q2 2025
Reduced 70.84%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
339
shares
|
$32,679
0.01% of portfolio
|
Q1 2025
Added 260.64%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
320
shares
|
$30,848
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
318
shares
|
$30,655
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
308
shares
|
$29,691
0.01% of portfolio
|
Q4 2020
Added 1084.62%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
300
shares
|
$28,920
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
296
shares
|
$28,534
0.01% of portfolio
|
Q1 2023
Reduced 63.0%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
288
shares
|
$27,763
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
288
shares
|
$27,763
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
287
shares
|
$27,666
0.0% of portfolio
|
Q2 2025
Added 102.11%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
281
shares
|
$27,088
0.0% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
280
shares
|
$26,992
0.01% of portfolio
|
Q2 2022
Reduced 61.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
272
shares
|
$26,220
0.0% of portfolio
|
Q1 2025
Reduced 45.71%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
256
shares
|
$24,678
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
240
shares
|
$23,136
0.01% of portfolio
|
Q2 2025
Reduced 36.51%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
233
shares
|
$22,461
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
232
shares
|
$22,364
0.0% of portfolio
|
Q1 2024
Reduced 61.59%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
213
shares
|
$20,533
0.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
211
shares
|
$20,340
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
210
shares
|
$20,244
0.02% of portfolio
|
Q2 2025
Reduced 99.63%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
208
shares
|
$20,051
0.0% of portfolio
|
Q2 2022
Reduced 27.78%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
204
shares
|
$19,665
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
203
shares
|
$19,569
0.0% of portfolio
|
Q2 2025
Reduced 4.69%
|