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 |
|---|---|---|---|---|---|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
31,121
shares
|
$3 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
30,768
shares
|
$2.97 Million
0.57% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
29,865
shares
|
$2.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
29,112
shares
|
$2.81 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
29,091
shares
|
$2.8 Million
0.32% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
29,072
shares
|
$2.8 Million
0.59% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
28,899
shares
|
$2.79 Million
0.2% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
28,755
shares
|
$2.77 Million
2.05% of portfolio
|
Q2 2025
Reduced 16.25%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
28,576
shares
|
$2.75 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
28,269
shares
|
$2.73 Million
0.3% of portfolio
|
Q1 2024
Added 521.57%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
28,089
shares
|
$2.71 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
27,910
shares
|
$2.69 Million
0.25% of portfolio
|
Q2 2025
Added 187.44%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
27,788
shares
|
$2.68 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
27,734
shares
|
$2.67 Million
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
27,450
shares
|
$2.65 Million
0.38% of portfolio
|
Q2 2025
Reduced 13.41%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
27,217
shares
|
$2.62 Million
0.09% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
27,063
shares
|
$2.61 Million
0.11% of portfolio
|
Q2 2025
Added 99.84%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
26,859
shares
|
$2.59 Million
0.29% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
25,740
shares
|
$2.48 Million
0.82% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
25,167
shares
|
$2.43 Million
0.32% of portfolio
|
Q2 2025
Added 643.93%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
25,125
shares
|
$2.42 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,904
shares
|
$2.4 Million
0.05% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
24,760
shares
|
$2.39 Million
1.61% of portfolio
|
Q2 2025
Added 10047.54%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
24,339
shares
|
$2.35 Million
0.5% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Somerset Group LLC
Wayzata, MN |
Aug 11, 2025 Q2 2025 |
23,937
shares
|
$2.31 Million
1.89% of portfolio
|
Q2 2025
Added 12.24%
|