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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
124,435
shares
|
$11.9 Million
0.14% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
118,877
shares
|
$11.4 Million
3.46% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
111,599
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
109,075
shares
|
$10.5 Million
0.25% of portfolio
|
Q3 2025
Reduced 29.39%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
101,316
shares
|
$9.72 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
100,140
shares
|
$9.61 Million
2.28% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
99,728
shares
|
$9.57 Million
1.44% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
95,025
shares
|
$9.12 Million
0.54% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
93,953
shares
|
$9.02 Million
6.19% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
89,557
shares
|
$8.59 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
87,592
shares
|
$8.41 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
87,498
shares
|
$8.4 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
84,586
shares
|
$8.12 Million
0.84% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
84,550
shares
|
$8.11 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
81,628
shares
|
$7.83 Million
2.36% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
81,497
shares
|
$7.82 Million
0.02% of portfolio
|
Q3 2025
Reduced 22.14%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
81,193
shares
|
$7.79 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
79,240
shares
|
$7.6 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
78,287
shares
|
$7.51 Million
0.78% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
78,171
shares
|
$7.5 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
78,068
shares
|
$7.49 Million
2.34% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
76,543
shares
|
$7.35 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
75,620
shares
|
$7.26 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
75,467
shares
|
$7.24 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 05, 2025 Q3 2025 |
74,895
shares
|
$7.19 Million
1.66% of portfolio
|
Q3 2025
Added 23.64%
|