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 958 institutions that hold shares in the stock, with a total of 69.7 Million shares, which have been reported (via 13F filing form) to have a value of $6.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,436
shares
|
$133,691
0.01% of portfolio
|
Q3 2022
Added 33.09%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,411
shares
|
$131,364
0.01% of portfolio
|
Q4 2024
Reduced 37.48%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,361
shares
|
$126,709
0.02% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,360
shares
|
$126,615
0.0% of portfolio
|
Q2 2025
Reduced 36.12%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,352
shares
|
$125,871
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,336
shares
|
$124,381
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
1,332
shares
|
$124,009
0.06% of portfolio
|
Q2 2024
Reduced 18.53%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,300
shares
|
$121,029
0.05% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,271
shares
|
$118,330
0.05% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,262
shares
|
$117,492
0.01% of portfolio
|
Q2 2025
Reduced 87.57%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,252
shares
|
$116,561
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,248
shares
|
$116,188
0.01% of portfolio
|
Q1 2025
Reduced 56.83%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,244
shares
|
$115,816
0.04% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
1,220
shares
|
$113,582
0.04% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,216
shares
|
$113,209
0.04% of portfolio
|
Q1 2025
Reduced 22.65%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,212
shares
|
$112,837
0.0% of portfolio
|
Q2 2025
Added 28.94%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
1,200
shares
|
$111,720
0.01% of portfolio
|
Q2 2022
Reduced 51.34%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
1,200
shares
|
$111,720
0.01% of portfolio
|
Q1 2023
Reduced 78.57%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,199
shares
|
$111,626
0.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,167
shares
|
$108,647
0.0% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
1,161
shares
|
$108,089
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,127
shares
|
$104,923
0.01% of portfolio
|
Q3 2022
Reduced 16.83%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,127
shares
|
$104,923
0.01% of portfolio
|
Q3 2022
Reduced 16.83%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
1,126
shares
|
$104,830
0.06% of portfolio
|
Q3 2023
Reduced 21.2%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,082
shares
|
$100,734
0.03% of portfolio
|
Q4 2024
New holding
|