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 955 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 $6.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
16,317
shares
|
$1.52 Million
0.69% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
16,004
shares
|
$1.49 Million
0.99% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
15,952
shares
|
$1.49 Million
0.26% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
15,949
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
15,920
shares
|
$1.48 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
15,908
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,860
shares
|
$1.48 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
15,835
shares
|
$1.47 Million
0.93% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
15,805
shares
|
$1.47 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
15,682
shares
|
$1.46 Million
0.36% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
15,466
shares
|
$1.44 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
15,323
shares
|
$1.43 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
15,225
shares
|
$1.42 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
15,175
shares
|
$1.41 Million
0.55% of portfolio
|
Q4 2023
Added 142.33%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
15,173
shares
|
$1.41 Million
0.36% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
15,157
shares
|
$1.41 Million
0.04% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
15,037
shares
|
$1.4 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
14,976
shares
|
$1.39 Million
0.73% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
14,923
shares
|
$1.39 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
14,884
shares
|
$1.39 Million
0.6% of portfolio
|
Q1 2024
Added 8.66%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
14,774
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
14,622
shares
|
$1.36 Million
0.06% of portfolio
|
Q1 2025
Added 117.88%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
14,584
shares
|
$1.36 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
14,495
shares
|
$1.35 Million
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
14,484
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.85%
|