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 952 institutions that hold shares in the stock, with a total of 69.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
30,399
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
29,922
shares
|
$2.75 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
29,091
shares
|
$2.68 Million
0.32% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
28,899
shares
|
$2.66 Million
0.2% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
28,823
shares
|
$2.65 Million
0.09% of portfolio
|
Q1 2025
Reduced 15.92%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
28,755
shares
|
$2.65 Million
2.05% of portfolio
|
Q2 2025
Reduced 16.25%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
28,354
shares
|
$2.61 Million
0.56% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
28,269
shares
|
$2.6 Million
0.3% of portfolio
|
Q1 2024
Added 521.57%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
28,089
shares
|
$2.59 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
28,048
shares
|
$2.58 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
27,910
shares
|
$2.57 Million
0.25% of portfolio
|
Q2 2025
Added 187.44%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
27,450
shares
|
$2.53 Million
0.38% of portfolio
|
Q2 2025
Reduced 13.41%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
26,892
shares
|
$2.48 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
26,859
shares
|
$2.47 Million
0.29% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
25,968
shares
|
$2.39 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
25,729
shares
|
$2.37 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
25,538
shares
|
$2.35 Million
0.15% of portfolio
|
Q1 2025
Reduced 26.12%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
25,361
shares
|
$2.33 Million
0.03% of portfolio
|
Q1 2025
Added 116.06%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,904
shares
|
$2.29 Million
0.05% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
24,339
shares
|
$2.24 Million
0.5% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
23,351
shares
|
$2.15 Million
0.07% of portfolio
|
Q2 2025
Added 40.14%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
23,264
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Added 20.6%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
23,061
shares
|
$2.12 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
22,819
shares
|
$2.1 Million
0.68% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
22,814
shares
|
$2.1 Million
0.07% of portfolio
|
Q1 2025
Added 6.29%
|