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 |
|---|---|---|---|---|---|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
440
shares
|
$42,834
0.02% of portfolio
|
Q1 2023
Reduced 47.62%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
420
shares
|
$40,887
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
408
shares
|
$39,718
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
400
shares
|
$38,940
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
400
shares
|
$38,940
0.02% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
396
shares
|
$38,550
0.01% of portfolio
|
Q3 2021
Added 300.0%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
392
shares
|
$38,161
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
392
shares
|
$38,161
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
368
shares
|
$35,824
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
348
shares
|
$33,877
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
330
shares
|
$32,125
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
320
shares
|
$31,152
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
319
shares
|
$31,054
0.01% of portfolio
|
Q3 2024
Added 1229.17%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
308
shares
|
$29,983
0.01% of portfolio
|
Q4 2020
Added 1084.62%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
306
shares
|
$29,789
0.0% of portfolio
|
Q1 2024
Reduced 1.63%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
300
shares
|
$29,205
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
296
shares
|
$28,815
0.01% of portfolio
|
Q1 2023
Reduced 63.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
296
shares
|
$28,815
0.01% of portfolio
|
Q3 2024
Reduced 99.88%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
288
shares
|
$28,036
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
288
shares
|
$28,036
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
283
shares
|
$27,550
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
280
shares
|
$27,258
0.01% of portfolio
|
Q2 2022
Reduced 61.33%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
276
shares
|
$26,868
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
256
shares
|
$24,921
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
240
shares
|
$23,364
0.01% of portfolio
|
Q2 2024
New holding
|