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 |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
258,070
shares
|
$25.1 Million
1.64% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
249,759
shares
|
$24.3 Million
3.35% of portfolio
|
Q3 2024
Reduced 35.97%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
244,174
shares
|
$23.8 Million
3.16% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
232,867
shares
|
$22.7 Million
2.65% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
223,972
shares
|
$21.8 Million
0.07% of portfolio
|
Q3 2024
Added 98.97%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
216,865
shares
|
$21.1 Million
1.76% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
213,630
shares
|
$20.8 Million
7.34% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
211,724
shares
|
$20.6 Million
1.99% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
209,650
shares
|
$20.4 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
209,607
shares
|
$20.4 Million
2.25% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
208,342
shares
|
$20.3 Million
0.02% of portfolio
|
Q3 2024
Added 20.45%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
207,823
shares
|
$20.2 Million
3.13% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
203,611
shares
|
$19.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
200,198
shares
|
$19.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Hudson Capital Management LLC
|
Oct 09, 2024 Q3 2024 |
186,402
shares
|
$18.1 Million
5.68% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
179,027
shares
|
$17.4 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
169,527
shares
|
$16.5 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
169,515
shares
|
$16.5 Million
0.02% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
164,099
shares
|
$16 Million
5.73% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
161,301
shares
|
$15.7 Million
1.09% of portfolio
|
Q4 2022
Reduced 1.35%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
161,234
shares
|
$15.7 Million
0.44% of portfolio
|
Q3 2024
Added 21.82%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
160,703
shares
|
$15.6 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
160,550
shares
|
$15.6 Million
2.39% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
159,340
shares
|
$15.5 Million
0.19% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
157,235
shares
|
$15.3 Million
1.69% of portfolio
|
Q3 2024
Added 2.2%
|