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 956 institutions that hold shares in the stock, with a total of 69.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
83
shares
|
$7,727
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
80
shares
|
$7,448
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
75
shares
|
$6,982
0.0% of portfolio
|
Q1 2025
Reduced 88.91%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
72
shares
|
$6,703
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
72
shares
|
$6,703
0.0% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
71
shares
|
$6,610
0.0% of portfolio
|
Q1 2025
Added 7000.0%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
60
shares
|
$5,586
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
60
shares
|
$5,586
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
60
shares
|
$5,586
0.0% of portfolio
|
Q4 2024
Reduced 80.13%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
48
shares
|
$4,468
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
48
shares
|
$4,468
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
40
shares
|
$3,724
0.0% of portfolio
|
Q1 2022
Reduced 44.44%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
36
shares
|
$3,351
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
29
shares
|
$2,699
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
28
shares
|
$2,606
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
23
shares
|
$2,141
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
22
shares
|
$2,048
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
20
shares
|
$1,862
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
16
shares
|
$1,489
0.0% of portfolio
|
Q2 2025
Reduced 82.8%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
10
shares
|
$931
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
9
shares
|
$837
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
4
shares
|
$372
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1
shares
|
$93
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|