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 67.9 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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
29,677
shares
|
$2.85 Million
0.04% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
29,523
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
29,051
shares
|
$2.79 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
28,864
shares
|
$2.77 Million
0.65% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
28,475
shares
|
$2.73 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
28,452
shares
|
$2.73 Million
2.04% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
28,419
shares
|
$2.73 Million
2.21% of portfolio
|
Q3 2025
Added 18.72%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
28,269
shares
|
$2.71 Million
0.3% of portfolio
|
Q1 2024
Added 521.57%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
27,734
shares
|
$2.66 Million
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
27,484
shares
|
$2.64 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
27,450
shares
|
$2.63 Million
0.37% of portfolio
|
Q2 2025
Reduced 13.41%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
26,789
shares
|
$2.57 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
26,742
shares
|
$2.57 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
26,710
shares
|
$2.56 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
26,707
shares
|
$2.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 57.88%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
25,740
shares
|
$2.47 Million
0.82% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
25,197
shares
|
$2.42 Million
1.54% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
25,167
shares
|
$2.42 Million
0.32% of portfolio
|
Q2 2025
Added 643.93%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,904
shares
|
$2.39 Million
0.05% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
24,339
shares
|
$2.34 Million
0.5% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
24,316
shares
|
$2.33 Million
0.07% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
24,252
shares
|
$2.33 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
23,927
shares
|
$2.3 Million
0.1% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
23,927
shares
|
$2.3 Million
0.5% of portfolio
|
Q3 2025
Added 52.58%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
23,358
shares
|
$2.24 Million
0.04% of portfolio
|
Q2 2025
Added 9.35%
|