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 995 institutions that hold shares in the stock, with a total of 67.9 Million shares, which have been reported (via 13F filing form) to have a value of $6.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
100
shares
|
$9,597
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
100
shares
|
$9,597
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
96
shares
|
$9,213
0.0% of portfolio
|
Q3 2025
Reduced 28.89%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
94
shares
|
$9,021
0.01% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
94
shares
|
$9,021
0.0% of portfolio
|
Q2 2025
Reduced 30.88%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
88
shares
|
$8,445
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
87
shares
|
$8,349
0.0% of portfolio
|
Q1 2024
Added 1.16%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
86
shares
|
$8,253
0.0% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
80
shares
|
$7,677
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
76
shares
|
$7,293
0.0% of portfolio
|
Q1 2024
Reduced 58.24%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
72
shares
|
$6,909
0.0% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
72
shares
|
$6,909
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
71
shares
|
$6,813
0.0% of portfolio
|
Q1 2025
Added 7000.0%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
64
shares
|
$6,142
0.0% of portfolio
|
Q2 2025
Reduced 96.8%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
60
shares
|
$5,758
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
60
shares
|
$5,758
0.0% of portfolio
|
Q4 2024
Reduced 80.13%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
60
shares
|
$5,758
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
52
shares
|
$4,990
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
48
shares
|
$4,606
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
48
shares
|
$4,606
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
43
shares
|
$4,126
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
40
shares
|
$3,838
0.0% of portfolio
|
Q1 2022
Reduced 44.44%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
39
shares
|
$3,742
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
39
shares
|
$3,742
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
36
shares
|
$3,454
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|