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 956 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 $6.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
76,646
shares
|
$7.14 Million
2.31% of portfolio
|
Q1 2025
Added 20.3%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
74,643
shares
|
$6.95 Million
2.34% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
73,775
shares
|
$6.87 Million
0.98% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
73,118
shares
|
$6.81 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
72,865
shares
|
$6.78 Million
3.67% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
68,344
shares
|
$6.36 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
66,460
shares
|
$6.19 Million
2.04% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
65,597
shares
|
$6.11 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
64,257
shares
|
$5.98 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
63,288
shares
|
$5.89 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
62,658
shares
|
$5.83 Million
0.16% of portfolio
|
Q4 2023
Added 1.12%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
62,353
shares
|
$5.81 Million
1.53% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
62,008
shares
|
$5.77 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
60,937
shares
|
$5.67 Million
0.63% of portfolio
|
Q1 2025
Added 21.68%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
60,468
shares
|
$5.63 Million
2.12% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
58,562
shares
|
$5.45 Million
1.35% of portfolio
|
Q1 2025
Added 69.5%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
58,126
shares
|
$5.41 Million
0.48% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
57,958
shares
|
$5.4 Million
0.9% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
56,007
shares
|
$5.21 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
55,416
shares
|
$5.16 Million
0.02% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
55,238
shares
|
$5.14 Million
0.04% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
53,203
shares
|
$4.95 Million
0.23% of portfolio
|
Q1 2025
Added 36.56%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
51,769
shares
|
$4.82 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
51,063
shares
|
$4.75 Million
0.09% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
50,724
shares
|
$4.72 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.9%
|