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 952 institutions that hold shares in the stock, with a total of 69.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
50,586
shares
|
$4.66 Million
0.01% of portfolio
|
Q2 2025
Added 18.78%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
50,122
shares
|
$4.61 Million
0.08% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
49,947
shares
|
$4.6 Million
0.14% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
49,719
shares
|
$4.58 Million
1.85% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
48,621
shares
|
$4.48 Million
0.01% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
48,514
shares
|
$4.47 Million
0.02% of portfolio
|
Q1 2025
Added 109.72%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
47,559
shares
|
$4.38 Million
3.13% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
45,326
shares
|
$4.17 Million
1.59% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
45,301
shares
|
$4.17 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
44,065
shares
|
$4.06 Million
2.06% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
44,000
shares
|
$4.05 Million
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
43,840
shares
|
$4.04 Million
1.26% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
43,821
shares
|
$4.03 Million
1.49% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
43,736
shares
|
$4.03 Million
0.53% of portfolio
|
Q1 2025
Added 1251.55%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
43,723
shares
|
$4.03 Million
1.5% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
42,703
shares
|
$3.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
42,444
shares
|
$3.91 Million
0.16% of portfolio
|
Q1 2025
Added 39.03%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
42,329
shares
|
$3.9 Million
0.85% of portfolio
|
Q2 2025
Added 678.54%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
42,062
shares
|
$3.87 Million
0.02% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
42,045
shares
|
$3.87 Million
0.31% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
41,943
shares
|
$3.86 Million
0.86% of portfolio
|
Q2 2025
Reduced 54.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
41,936
shares
|
$3.86 Million
0.12% of portfolio
|
Q1 2025
Reduced 25.48%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
41,212
shares
|
$3.79 Million
0.11% of portfolio
|
Q4 2024
Reduced 41.42%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
41,022
shares
|
$3.78 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Ltg Capital LLC
|
Apr 30, 2025 Q1 2025 |
40,917
shares
|
$3.77 Million
3.33% of portfolio
|
Q1 2025
Reduced 6.08%
|