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 |
|---|---|---|---|---|---|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
366
shares
|
$35,125
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
365
shares
|
$35,029
0.0% of portfolio
|
Q4 2024
Reduced 25.2%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
352
shares
|
$33,781
0.01% of portfolio
|
Q2 2025
Reduced 70.84%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
350
shares
|
$33,589
0.01% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
320
shares
|
$30,710
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
308
shares
|
$29,558
0.01% of portfolio
|
Q4 2020
Added 1084.62%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
300
shares
|
$28,791
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
300
shares
|
$28,791
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
296
shares
|
$28,407
0.01% of portfolio
|
Q1 2023
Reduced 63.0%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
295
shares
|
$28,311
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
288
shares
|
$27,639
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
288
shares
|
$27,639
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
280
shares
|
$26,871
0.0% of portfolio
|
Q2 2022
Reduced 61.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
272
shares
|
$26,103
0.0% of portfolio
|
Q1 2025
Reduced 45.71%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
256
shares
|
$24,568
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
240
shares
|
$23,032
0.01% of portfolio
|
Q2 2025
Reduced 36.51%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
233
shares
|
$22,361
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
232
shares
|
$22,265
0.0% of portfolio
|
Q1 2024
Reduced 61.59%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
216
shares
|
$20,729
0.0% of portfolio
|
Q3 2025
Added 170.0%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
214
shares
|
$20,537
0.0% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
211
shares
|
$20,249
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
208
shares
|
$19,961
0.0% of portfolio
|
Q2 2022
Reduced 27.78%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
204
shares
|
$19,577
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
203
shares
|
$19,481
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
203
shares
|
$19,481
0.0% of portfolio
|
Q2 2025
Reduced 4.69%
|