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 |
|---|---|---|---|---|---|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
2,732
shares
|
$265,960
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
2,728
shares
|
$265,570
0.04% of portfolio
|
Q4 2023
Reduced 0.94%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,707
shares
|
$263,526
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
2,705
shares
|
$263,331
0.02% of portfolio
|
Q2 2024
Added 1.16%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Oct 16, 2024 Q3 2024 |
2,699
shares
|
$262,747
0.15% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
2,697
shares
|
$262,552
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,694
shares
|
$262,260
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
2,681
shares
|
$260,995
0.01% of portfolio
|
Q2 2024
Reduced 6.26%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
2,679
shares
|
$260,800
0.02% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
2,672
shares
|
$260,119
0.06% of portfolio
|
Q1 2024
Reduced 20.69%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
2,670
shares
|
$259,924
0.09% of portfolio
|
Q3 2024
Added 221.69%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,652
shares
|
$258,172
0.0% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
2,644
shares
|
$257,393
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
2,637
shares
|
$256,711
0.05% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,632
shares
|
$256,225
0.03% of portfolio
|
Q4 2023
Reduced 10.17%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
2,594
shares
|
$252,525
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,592
shares
|
$252,331
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Nov 01, 2024 Q3 2024 |
2,560
shares
|
$249,216
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,556
shares
|
$248,826
0.04% of portfolio
|
Q2 2024
Added 232.81%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
2,540
shares
|
$247,269
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
2,535
shares
|
$246,782
0.08% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,534
shares
|
$246,684
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
2,528
shares
|
$246,100
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
2,521
shares
|
$245,419
0.12% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
2,520
shares
|
$245,322
0.02% of portfolio
|
Q4 2023
Added 2000.0%
|