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 |
|---|---|---|---|---|---|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
77,042
shares
|
$7.43 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
75,632
shares
|
$7.29 Million
0.82% of portfolio
|
Q2 2025
Added 24.12%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
74,643
shares
|
$7.2 Million
2.34% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
73,775
shares
|
$7.11 Million
0.98% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
72,865
shares
|
$7.02 Million
3.67% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
72,456
shares
|
$6.98 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
68,344
shares
|
$6.59 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
67,030
shares
|
$6.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 23.41%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
64,257
shares
|
$6.19 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
63,945
shares
|
$6.16 Million
1.97% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
63,408
shares
|
$6.11 Million
0.0% of portfolio
|
Q2 2025
Added 100.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
63,288
shares
|
$6.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
62,658
shares
|
$6.04 Million
0.16% of portfolio
|
Q4 2023
Added 1.12%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
62,455
shares
|
$6.02 Million
1.51% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
61,842
shares
|
$5.96 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
60,577
shares
|
$5.84 Million
1.39% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
60,468
shares
|
$5.83 Million
2.12% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Aug 08, 2025 Q2 2025 |
60,359
shares
|
$5.82 Million
2.14% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
57,958
shares
|
$5.59 Million
0.9% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
57,063
shares
|
$5.5 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
55,796
shares
|
$5.38 Million
0.03% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
55,198
shares
|
$5.32 Million
0.08% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
54,395
shares
|
$5.24 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
51,769
shares
|
$4.99 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
51,649
shares
|
$4.98 Million
1.68% of portfolio
|
Q2 2025
Added 17.86%
|