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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
14,348
shares
|
$1.34 Million
0.04% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
14,347
shares
|
$1.34 Million
0.34% of portfolio
|
Q2 2025
Reduced 27.33%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
14,326
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.23%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
14,128
shares
|
$1.32 Million
0.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
14,084
shares
|
$1.31 Million
0.06% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
14,034
shares
|
$1.31 Million
0.41% of portfolio
|
Q1 2025
Added 33.45%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
13,952
shares
|
$1.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
13,914
shares
|
$1.3 Million
0.11% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
13,872
shares
|
$1.29 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
13,800
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
13,778
shares
|
$1.28 Million
0.82% of portfolio
|
Q2 2025
Added 43.88%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
13,760
shares
|
$1.28 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
13,542
shares
|
$1.26 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
13,412
shares
|
$1.25 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
13,386
shares
|
$1.25 Million
0.17% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
13,383
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
13,258
shares
|
$1.23 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
13,200
shares
|
$1.23 Million
2.15% of portfolio
|
Q4 2023
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
13,074
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
12,906
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
12,490
shares
|
$1.16 Million
0.34% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
12,072
shares
|
$1.12 Million
0.17% of portfolio
|
Q2 2025
Reduced 61.0%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
11,980
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
11,923
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
11,922
shares
|
$1.11 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.24%
|