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 |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
69,983
shares
|
$6.61 Million
0.62% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
67,030
shares
|
$6.33 Million
0.03% of portfolio
|
Q2 2025
Reduced 23.41%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
66,832
shares
|
$6.31 Million
0.0% of portfolio
|
Q3 2025
Added 49.43%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
66,518
shares
|
$6.28 Million
0.04% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
66,331
shares
|
$6.26 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
63,636
shares
|
$6.01 Million
1.89% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Oct 24, 2025 Q3 2025 |
63,635
shares
|
$6.01 Million
1.86% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
63,288
shares
|
$5.98 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
62,739
shares
|
$5.93 Million
2.03% of portfolio
|
Q3 2025
Added 21.47%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
62,658
shares
|
$5.92 Million
0.16% of portfolio
|
Q4 2023
Added 1.12%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
61,660
shares
|
$5.82 Million
0.13% of portfolio
|
Q3 2025
Reduced 87.31%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
60,384
shares
|
$5.7 Million
2.12% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
59,695
shares
|
$5.64 Million
1.44% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
57,227
shares
|
$5.4 Million
0.91% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
57,063
shares
|
$5.39 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
55,796
shares
|
$5.27 Million
0.03% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
54,395
shares
|
$5.14 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
54,082
shares
|
$5.11 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
53,757
shares
|
$5.08 Million
0.01% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
53,083
shares
|
$5.01 Million
0.08% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
50,756
shares
|
$4.79 Million
0.01% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
49,947
shares
|
$4.72 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
49,771
shares
|
$4.7 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
49,448
shares
|
$4.67 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
48,442
shares
|
$4.57 Million
0.4% of portfolio
|
Q3 2025
Reduced 6.43%
|