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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
1,554
shares
|
$151,281
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
1,532
shares
|
$149,140
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
1,522
shares
|
$148,166
0.08% of portfolio
|
Q1 2024
Added 4.25%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
1,472
shares
|
$143,299
0.02% of portfolio
|
Q4 2023
Added 131.81%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,458
shares
|
$141,936
0.04% of portfolio
|
Q3 2024
Added 24.3%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,440
shares
|
$140,184
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,436
shares
|
$139,794
0.01% of portfolio
|
Q3 2022
Added 33.09%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,415
shares
|
$137,750
0.02% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
1,336
shares
|
$130,059
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
1,332
shares
|
$129,670
0.07% of portfolio
|
Q2 2024
Reduced 18.53%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
1,304
shares
|
$126,944
0.03% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
1,292
shares
|
$125,776
0.03% of portfolio
|
Q1 2024
Reduced 15.0%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
1,276
shares
|
$124,218
0.05% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,252
shares
|
$121,882
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
1,220
shares
|
$118,767
0.03% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$116,820
0.01% of portfolio
|
Q2 2022
Reduced 51.34%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,200
shares
|
$116,820
0.01% of portfolio
|
Q1 2023
Reduced 78.57%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
1,171
shares
|
$113,996
0.05% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
1,167
shares
|
$113,607
0.0% of portfolio
|
Q3 2023
Reduced 11.39%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,161
shares
|
$113,023
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,157
shares
|
$112,633
0.01% of portfolio
|
Q3 2024
Reduced 37.19%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
1,133
shares
|
$110,297
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,127
shares
|
$109,713
0.01% of portfolio
|
Q3 2022
Reduced 16.83%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
1,127
shares
|
$109,713
0.0% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,127
shares
|
$109,713
0.01% of portfolio
|
Q3 2022
Reduced 16.83%
|