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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
39,512
shares
|
$3.81 Million
0.55% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
39,411
shares
|
$3.8 Million
1.81% of portfolio
|
Q2 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
39,285
shares
|
$3.79 Million
0.29% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
38,937
shares
|
$3.75 Million
0.02% of portfolio
|
Q2 2023
Reduced 90.98%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
38,811
shares
|
$3.74 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
38,688
shares
|
$3.73 Million
2.34% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Ltg Capital LLC
|
Aug 05, 2025 Q2 2025 |
38,540
shares
|
$3.72 Million
3.22% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
37,648
shares
|
$3.63 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
37,624
shares
|
$3.63 Million
0.28% of portfolio
|
Q2 2025
Reduced 10.51%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
37,266
shares
|
$3.59 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
37,173
shares
|
$3.58 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
36,828
shares
|
$3.55 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
36,630
shares
|
$3.53 Million
1.69% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
36,403
shares
|
$3.51 Million
1.48% of portfolio
|
Q2 2022
Reduced 2.89%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
35,532
shares
|
$3.43 Million
0.01% of portfolio
|
Q4 2024
Added 16.68%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
35,486
shares
|
$3.42 Million
0.04% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
34,506
shares
|
$3.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
33,767
shares
|
$3.26 Million
1.72% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
33,586
shares
|
$3.24 Million
0.07% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
33,247
shares
|
$3.21 Million
0.09% of portfolio
|
Q2 2025
Reduced 20.72%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
32,902
shares
|
$3.17 Million
0.01% of portfolio
|
Q2 2025
Added 106.3%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
32,829
shares
|
$3.16 Million
0.79% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
32,348
shares
|
$3.12 Million
0.0% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
32,065
shares
|
$3.09 Million
0.81% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
31,700
shares
|
$3.06 Million
0.19% of portfolio
|
Q4 2020
Added 300.0%
|