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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
23,240
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
23,062
shares
|
$2.21 Million
1.41% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
23,028
shares
|
$2.21 Million
0.86% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
22,938
shares
|
$2.2 Million
0.06% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
22,586
shares
|
$2.17 Million
0.03% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
22,562
shares
|
$2.17 Million
0.3% of portfolio
|
Q3 2023
Reduced 1.41%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
22,500
shares
|
$2.16 Million
1.0% of portfolio
|
Q4 2023
Added 2.04%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Nov 13, 2025 Q3 2025 |
22,500
shares
|
$2.16 Million
0.81% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
22,426
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
22,331
shares
|
$2.14 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
22,196
shares
|
$2.13 Million
0.01% of portfolio
|
Q3 2025
Added 89.77%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
22,125
shares
|
$2.12 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
22,010
shares
|
$2.11 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
21,989
shares
|
$2.11 Million
0.53% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
21,935
shares
|
$2.11 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
21,849
shares
|
$2.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
21,744
shares
|
$2.09 Million
4.52% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
21,658
shares
|
$2.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
21,652
shares
|
$2.08 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
21,511
shares
|
$2.06 Million
1.12% of portfolio
|
Q3 2025
Reduced 13.12%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
21,277
shares
|
$2.04 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
21,170
shares
|
$2.03 Million
0.98% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 20, 2025 Q3 2025 |
20,650
shares
|
$1.98 Million
0.68% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
20,423
shares
|
$1.96 Million
0.51% of portfolio
|
Q2 2022
Reduced 0.7%
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
20,079
shares
|
$1.93 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.85%
|