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 |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
3,269
shares
|
$318,237
0.04% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,268
shares
|
$318,139
0.02% of portfolio
|
Q2 2024
Reduced 10.86%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
3,260
shares
|
$317,361
0.01% of portfolio
|
Q3 2024
Added 15.6%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
3,255
shares
|
$316,874
0.06% of portfolio
|
Q3 2023
Reduced 16.32%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
3,245
shares
|
$315,900
0.03% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,242
shares
|
$315,608
0.01% of portfolio
|
Q3 2024
Added 46.1%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
3,200
shares
|
$311,520
0.17% of portfolio
|
Q4 2022
Reduced 24.1%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
3,199
shares
|
$311,422
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,172
shares
|
$308,794
0.02% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,156
shares
|
$307,236
0.03% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
3,135
shares
|
$305,192
0.02% of portfolio
|
Q3 2024
Reduced 84.93%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
3,133
shares
|
$304,997
0.17% of portfolio
|
Q1 2024
Added 10.79%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
3,080
shares
|
$299,838
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
3,079
shares
|
$299,740
0.14% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
3,076
shares
|
$299,448
0.03% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
3,049
shares
|
$296,820
0.02% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
3,040
shares
|
$295,944
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
3,032
shares
|
$295,165
0.04% of portfolio
|
Q2 2024
Reduced 5.78%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,031
shares
|
$295,067
0.01% of portfolio
|
Q2 2024
Reduced 2.41%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$292,050
0.01% of portfolio
|
Q3 2023
Reduced 4.82%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
3,000
shares
|
$292,050
0.17% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,993
shares
|
$291,368
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bennett Selby Investments LP
|
Oct 10, 2024 Q3 2024 |
2,985
shares
|
$290,589
0.12% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,984
shares
|
$290,492
0.17% of portfolio
|
Q4 2021
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,980
shares
|
$290,103
0.01% of portfolio
|
Q3 2024
Reduced 10.59%
|