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 |
|---|---|---|---|---|---|
|
Ltg Capital LLC
|
Nov 01, 2024 Q3 2024 |
44,054
shares
|
$4.29 Million
3.66% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
44,000
shares
|
$4.28 Million
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
42,882
shares
|
$4.17 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
42,800
shares
|
$4.17 Million
0.02% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
41,973
shares
|
$4.09 Million
0.14% of portfolio
|
Q3 2024
Added 31.28%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
41,440
shares
|
$4.03 Million
1.27% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
41,278
shares
|
$4.02 Million
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
40,663
shares
|
$3.96 Million
0.51% of portfolio
|
Q1 2023
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
39,958
shares
|
$3.89 Million
0.01% of portfolio
|
Q3 2024
Added 41.38%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
39,553
shares
|
$3.85 Million
0.02% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
39,512
shares
|
$3.85 Million
0.55% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
39,043
shares
|
$3.8 Million
0.1% of portfolio
|
Q3 2024
Added 20.1%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
38,937
shares
|
$3.79 Million
0.02% of portfolio
|
Q2 2023
Reduced 90.98%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
38,287
shares
|
$3.73 Million
1.81% of portfolio
|
Q3 2024
Added 7083.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
37,710
shares
|
$3.67 Million
0.05% of portfolio
|
Q3 2024
Added 85.9%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
37,578
shares
|
$3.66 Million
1.04% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
37,383
shares
|
$3.64 Million
0.34% of portfolio
|
Q3 2024
Added 13.41%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
37,248
shares
|
$3.63 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.83%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
37,169
shares
|
$3.62 Million
0.01% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
37,108
shares
|
$3.61 Million
2.44% of portfolio
|
Q3 2024
Added 55.97%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
36,659
shares
|
$3.57 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
36,450
shares
|
$3.55 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
36,403
shares
|
$3.54 Million
1.48% of portfolio
|
Q2 2022
Reduced 2.89%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
36,277
shares
|
$3.53 Million
0.05% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
35,720
shares
|
$3.48 Million
2.41% of portfolio
|
Q3 2024
Reduced 5.14%
|