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 |
|---|---|---|---|---|---|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
115
shares
|
$11,086
0.01% of portfolio
|
Q1 2024
Reduced 87.7%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
115
shares
|
$11,086
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
112
shares
|
$10,796
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
112
shares
|
$10,796
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
111
shares
|
$10,700
0.01% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
107
shares
|
$10,314
0.0% of portfolio
|
Q2 2025
Reduced 91.79%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
100
shares
|
$9,640
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
100
shares
|
$9,640
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
98
shares
|
$9,447
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
94
shares
|
$9,061
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
94
shares
|
$9,061
0.01% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
94
shares
|
$9,061
0.0% of portfolio
|
Q2 2025
Reduced 30.88%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
88
shares
|
$8,483
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
87
shares
|
$8,386
0.0% of portfolio
|
Q1 2024
Added 1.16%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
86
shares
|
$8,290
0.0% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
85
shares
|
$8,194
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
80
shares
|
$7,712
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
76
shares
|
$7,326
0.0% of portfolio
|
Q1 2024
Reduced 58.24%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
72
shares
|
$6,940
0.0% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
72
shares
|
$6,940
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
71
shares
|
$6,844
0.0% of portfolio
|
Q1 2025
Added 7000.0%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
64
shares
|
$6,169
0.0% of portfolio
|
Q2 2025
Reduced 96.8%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
60
shares
|
$5,784
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
60
shares
|
$5,784
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
60
shares
|
$5,784
0.0% of portfolio
|
Q4 2024
Reduced 80.13%
|