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 |
|---|---|---|---|---|---|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
23,881
shares
|
$2.3 Million
1.44% of portfolio
|
Q2 2025
Added 50.81%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
23,358
shares
|
$2.25 Million
0.04% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
23,351
shares
|
$2.25 Million
0.07% of portfolio
|
Q2 2025
Added 40.14%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
23,336
shares
|
$2.25 Million
0.93% of portfolio
|
Q2 2025
Reduced 29.77%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
23,324
shares
|
$2.25 Million
0.0% of portfolio
|
Q2 2025
Added 28.74%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
23,240
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
22,791
shares
|
$2.2 Million
0.06% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
22,603
shares
|
$2.18 Million
0.01% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
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 Asset Management L.L.C.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
22,500
shares
|
$2.17 Million
0.82% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
22,500
shares
|
$2.17 Million
1.0% of portfolio
|
Q4 2023
Added 2.04%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
22,427
shares
|
$2.16 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
22,318
shares
|
$2.15 Million
0.78% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
22,144
shares
|
$2.13 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
21,984
shares
|
$2.12 Million
0.57% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
21,971
shares
|
$2.12 Million
1.39% of portfolio
|
Q2 2025
Added 13.34%
|
|
|
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
|
$2.11 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jul 28, 2025 Q2 2025 |
21,744
shares
|
$2.1 Million
5.22% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
21,658
shares
|
$2.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
21,652
shares
|
$2.09 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
21,457
shares
|
$2.07 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
21,165
shares
|
$2.04 Million
1.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
20,671
shares
|
$1.99 Million
0.06% of portfolio
|
Q2 2025
Added 18.98%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
20,650
shares
|
$1.99 Million
0.68% of portfolio
|
Q2 2024
Reduced 1.01%
|