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 67.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
29,523
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
29,051
shares
|
$2.74 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
|
$2.73 Million
0.65% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
28,475
shares
|
$2.69 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
28,452
shares
|
$2.69 Million
2.04% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
28,419
shares
|
$2.68 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
|
$2.67 Million
0.3% of portfolio
|
Q1 2024
Added 521.57%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
27,484
shares
|
$2.6 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
|
$2.59 Million
0.37% of portfolio
|
Q2 2025
Reduced 13.41%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
26,789
shares
|
$2.53 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
26,742
shares
|
$2.53 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
26,710
shares
|
$2.52 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
|
$2.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 57.88%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
25,197
shares
|
$2.38 Million
1.54% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
24,949
shares
|
$2.36 Million
0.77% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,904
shares
|
$2.35 Million
0.05% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
24,339
shares
|
$2.3 Million
0.5% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
24,316
shares
|
$2.3 Million
0.07% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
24,252
shares
|
$2.29 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
23,927
shares
|
$2.26 Million
0.5% of portfolio
|
Q3 2025
Added 52.58%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
23,927
shares
|
$2.26 Million
0.1% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
23,436
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
23,358
shares
|
$2.21 Million
0.04% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
23,240
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
23,179
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2025
Added 129.81%
|