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 995 institutions that hold shares in the stock, with a total of 67.9 Million shares, which have been reported (via 13F filing form) to have a value of $6.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
37,620
shares
|
$3.61 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
37,374
shares
|
$3.59 Million
1.45% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
37,246
shares
|
$3.57 Million
1.67% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
37,173
shares
|
$3.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
36,986
shares
|
$3.55 Million
1.53% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
36,473
shares
|
$3.5 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
36,403
shares
|
$3.49 Million
1.48% of portfolio
|
Q2 2022
Reduced 2.89%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
36,395
shares
|
$3.49 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
35,881
shares
|
$3.44 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
34,480
shares
|
$3.31 Million
1.7% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
34,411
shares
|
$3.3 Million
0.07% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
34,023
shares
|
$3.27 Million
0.29% of portfolio
|
Q3 2025
Added 21.9%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
33,758
shares
|
$3.24 Million
0.23% of portfolio
|
Q3 2025
Added 16.81%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
33,757
shares
|
$3.24 Million
0.0% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
33,735
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
33,656
shares
|
$3.23 Million
0.57% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
32,863
shares
|
$3.15 Million
0.76% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
32,527
shares
|
$3.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
32,163
shares
|
$3.09 Million
0.8% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
31,700
shares
|
$3.04 Million
0.19% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
31,258
shares
|
$3 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
29,934
shares
|
$2.87 Million
0.01% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
29,877
shares
|
$2.87 Million
0.35% of portfolio
|
Q3 2025
Added 2.7%
|