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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
51,063
shares
|
$4.92 Million
0.09% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
50,724
shares
|
$4.89 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
50,586
shares
|
$4.88 Million
0.01% of portfolio
|
Q2 2025
Added 18.78%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
49,962
shares
|
$4.82 Million
0.15% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
49,660
shares
|
$4.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 46.15%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
48,621
shares
|
$4.69 Million
0.01% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
47,900
shares
|
$4.62 Million
0.18% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
47,559
shares
|
$4.58 Million
3.13% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
46,528
shares
|
$4.49 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
45,326
shares
|
$4.37 Million
1.59% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
45,301
shares
|
$4.37 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
44,725
shares
|
$4.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 58.42%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
44,074
shares
|
$4.25 Million
2.06% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
44,000
shares
|
$4.24 Million
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
43,840
shares
|
$4.23 Million
1.26% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
43,665
shares
|
$4.21 Million
1.55% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
43,265
shares
|
$4.17 Million
0.01% of portfolio
|
Q2 2025
Added 35.57%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
43,074
shares
|
$4.15 Million
0.16% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
42,952
shares
|
$4.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.49%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
42,329
shares
|
$4.08 Million
0.85% of portfolio
|
Q2 2025
Added 678.54%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
41,943
shares
|
$4.04 Million
0.86% of portfolio
|
Q2 2025
Reduced 54.37%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
41,022
shares
|
$3.95 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
40,911
shares
|
$3.94 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
40,663
shares
|
$3.92 Million
0.51% of portfolio
|
Q1 2023
New holding
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
39,650
shares
|
$3.82 Million
1.62% of portfolio
|
Q2 2025
Reduced 20.25%
|