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 |
|---|---|---|---|---|---|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
1,126
shares
|
$109,616
0.06% of portfolio
|
Q3 2023
Reduced 21.2%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,080
shares
|
$105,138
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
1,076
shares
|
$104,748
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
1,052
shares
|
$102,412
0.03% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,048
shares
|
$102,022
0.04% of portfolio
|
Q3 2024
Added 27.96%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,041
shares
|
$101,341
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,040
shares
|
$101,244
0.01% of portfolio
|
Q4 2022
Reduced 2.26%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,012
shares
|
$98,518
0.05% of portfolio
|
Q2 2022
Reduced 90.83%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
1,005
shares
|
$97,836
0.05% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
990
shares
|
$96,376
0.01% of portfolio
|
Q1 2022
Reduced 26.23%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
967
shares
|
$94,137
0.0% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
950
shares
|
$92,482
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
940
shares
|
$91,509
0.0% of portfolio
|
Q1 2024
Reduced 25.4%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
914
shares
|
$88,977
0.0% of portfolio
|
Q2 2022
Reduced 10.39%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
888
shares
|
$86,446
0.02% of portfolio
|
Q2 2021
Added 4.1%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
866
shares
|
$84,305
0.01% of portfolio
|
Q1 2024
Added 35.52%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
860
shares
|
$83,721
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
840
shares
|
$81,774
0.04% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
840
shares
|
$81,774
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
832
shares
|
$80,995
0.03% of portfolio
|
Q4 2022
Reduced 49.02%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
800
shares
|
$77,880
0.01% of portfolio
|
Q2 2024
Reduced 4.76%
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
772
shares
|
$75,154
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
753
shares
|
$73,304
0.02% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
737
shares
|
$71,746
0.01% of portfolio
|
Q3 2024
Reduced 11.74%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
720
shares
|
$70,092
0.01% of portfolio
|
Q1 2024
Reduced 4.64%
|