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 936 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 $7.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
2,356
shares
|
$229,356
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,352
shares
|
$228,967
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,347
shares
|
$228,480
0.01% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
2,346
shares
|
$228,383
0.08% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
2,330
shares
|
$226,825
0.0% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,328
shares
|
$226,630
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,322
shares
|
$226,046
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
2,311
shares
|
$224,975
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
2,299
shares
|
$223,807
0.01% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
2,294
shares
|
$223,320
0.02% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
2,291
shares
|
$223,028
0.03% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
2,290
shares
|
$222,931
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
2,288
shares
|
$222,736
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,286
shares
|
$222,542
0.01% of portfolio
|
Q3 2024
Reduced 98.07%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
2,285
shares
|
$222,444
0.15% of portfolio
|
Q3 2024
Added 25.21%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
2,284
shares
|
$222,347
0.04% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,266
shares
|
$220,595
0.01% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
2,265
shares
|
$220,497
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
2,264
shares
|
$220,400
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
2,257
shares
|
$219,718
0.01% of portfolio
|
Q3 2024
Added 299.47%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
2,243
shares
|
$218,356
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
2,240
shares
|
$218,064
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
2,223
shares
|
$216,409
0.02% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
2,217
shares
|
$215,824
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,208
shares
|
$214,948
0.01% of portfolio
|
Q4 2022
Added 4500.0%
|