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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
48,174
shares
|
$4.62 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
46,724
shares
|
$4.48 Million
0.02% of portfolio
|
Q3 2025
Reduced 24.45%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
46,293
shares
|
$4.44 Million
3.05% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
45,644
shares
|
$4.38 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
45,295
shares
|
$4.35 Million
1.28% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
44,661
shares
|
$4.29 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
44,000
shares
|
$4.22 Million
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
43,752
shares
|
$4.2 Million
0.15% of portfolio
|
Q3 2025
Reduced 8.66%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
43,442
shares
|
$4.17 Million
0.02% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
43,425
shares
|
$4.17 Million
1.54% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
43,238
shares
|
$4.15 Million
1.5% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
42,088
shares
|
$4.04 Million
0.84% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
41,493
shares
|
$3.98 Million
0.29% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
40,889
shares
|
$3.92 Million
0.01% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
40,663
shares
|
$3.9 Million
0.51% of portfolio
|
Q1 2023
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
39,512
shares
|
$3.79 Million
0.55% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
39,269
shares
|
$3.77 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
38,937
shares
|
$3.74 Million
0.02% of portfolio
|
Q2 2023
Reduced 90.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
38,896
shares
|
$3.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.1%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Oct 23, 2025 Q3 2025 |
38,863
shares
|
$3.73 Million
2.3% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Ltg Capital LLC
|
Aug 05, 2025 Q2 2025 |
38,540
shares
|
$3.7 Million
3.22% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
38,519
shares
|
$3.7 Million
0.75% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
38,260
shares
|
$3.67 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
37,787
shares
|
$3.63 Million
1.62% of portfolio
|
Q3 2025
Reduced 14.26%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
37,693
shares
|
$3.62 Million
0.01% of portfolio
|
Q3 2025
Added 9.24%
|