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 935 institutions that hold shares in the stock, with a total of 73.6 Million shares, which have been reported (via 13F filing form) to have a value of $7.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
13,595
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
13,471
shares
|
$1.33 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
13,357
shares
|
$1.32 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
13,341
shares
|
$1.32 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
13,268
shares
|
$1.31 Million
0.05% of portfolio
|
Q1 2022
Reduced 1.25%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
13,200
shares
|
$1.3 Million
1.92% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
12,974
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
12,952
shares
|
$1.28 Million
0.9% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
12,508
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
12,487
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Added 26.2%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
12,420
shares
|
$1.23 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
12,227
shares
|
$1.21 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
12,184
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
12,137
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
12,072
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
12,042
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
12,008
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
11,821
shares
|
$1.17 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
11,821
shares
|
$1.17 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,818
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2020
Added 67.8%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
11,740
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
11,708
shares
|
$1.16 Million
0.17% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
11,653
shares
|
$1.15 Million
0.14% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
11,600
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
11,542
shares
|
$1.14 Million
0.18% of portfolio
|
Q3 2024
Added 0.04%
|