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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,199
shares
|
$214,072
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
2,199
shares
|
$214,072
0.1% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
2,189
shares
|
$213,099
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
2,185
shares
|
$212,709
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
2,181
shares
|
$212,320
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
2,179
shares
|
$212,125
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,045
shares
|
$199,080
0.02% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
1,951
shares
|
$189,929
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
1,910
shares
|
$185,938
0.18% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
1,842
shares
|
$179,318
0.03% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,823
shares
|
$177,469
0.0% of portfolio
|
Q3 2024
Added 598.47%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,820
shares
|
$177,177
0.09% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
1,805
shares
|
$175,716
0.06% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
1,804
shares
|
$175,619
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,786
shares
|
$173,867
0.0% of portfolio
|
Q3 2023
Reduced 10.21%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
1,724
shares
|
$167,831
0.01% of portfolio
|
Q3 2024
Added 137.79%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,712
shares
|
$166,663
0.0% of portfolio
|
Q2 2023
Reduced 21.76%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
1,704
shares
|
$165,884
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,681
shares
|
$163,645
0.04% of portfolio
|
Q2 2019
Closed
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,677
shares
|
$163,255
0.04% of portfolio
|
Q1 2023
Added 5889.29%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,665
shares
|
$162,087
0.0% of portfolio
|
Q1 2023
Added 30.59%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,610
shares
|
$156,733
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
1,600
shares
|
$155,760
0.05% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
1,580
shares
|
$153,813
0.03% of portfolio
|
Q2 2021
Reduced 13.19%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,560
shares
|
$151,866
0.04% of portfolio
|
Q3 2024
Reduced 1.52%
|