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 $7.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 07, 2023 Q3 2023 |
4,324
shares
|
$420,941
0.38% of portfolio
|
Q4 2021
New holding
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
4,321
shares
|
$420,649
0.15% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
4,299
shares
|
$418,507
0.04% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
4,290
shares
|
$417,631
0.03% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,272
shares
|
$415,879
0.01% of portfolio
|
Q2 2024
Reduced 8.17%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
4,272
shares
|
$415,879
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,220
shares
|
$410,817
0.21% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
4,209
shares
|
$409,746
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 28, 2024 Q3 2024 |
4,178
shares
|
$406,728
0.03% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
4,168
shares
|
$405,754
0.01% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
4,160
shares
|
$404,976
0.06% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
4,155
shares
|
$404,489
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
4,155
shares
|
$404,489
0.22% of portfolio
|
Q2 2024
Added 30.33%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
4,154
shares
|
$404,391
0.26% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
4,139
shares
|
$402,931
0.13% of portfolio
|
Q2 2024
Added 280.07%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
4,126
shares
|
$401,666
0.11% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
4,110
shares
|
$400,108
0.02% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
4,064
shares
|
$395,630
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
4,045
shares
|
$393,780
0.05% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
4,000
shares
|
$389,400
0.17% of portfolio
|
Q4 2021
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
3,996
shares
|
$389,010
0.01% of portfolio
|
Q1 2024
Reduced 8.03%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
3,995
shares
|
$388,913
0.01% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
3,994
shares
|
$388,815
0.03% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
3,991
shares
|
$388,523
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
3,991
shares
|
$388,523
0.04% of portfolio
|
Q3 2024
Reduced 0.84%
|