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 |
|---|---|---|---|---|---|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
35,713
shares
|
$3.48 Million
1.59% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
35,408
shares
|
$3.45 Million
0.08% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
35,332
shares
|
$3.44 Million
0.18% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
34,887
shares
|
$3.4 Million
0.22% of portfolio
|
Q3 2024
Added 222.67%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
34,448
shares
|
$3.35 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
33,471
shares
|
$3.26 Million
0.33% of portfolio
|
Q3 2024
Reduced 74.7%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
33,431
shares
|
$3.25 Million
0.21% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
32,896
shares
|
$3.2 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
32,184
shares
|
$3.13 Million
0.84% of portfolio
|
Q3 2024
Reduced 50.12%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
32,126
shares
|
$3.13 Million
0.05% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
31,865
shares
|
$3.1 Million
0.21% of portfolio
|
Q3 2024
Added 377.81%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
31,805
shares
|
$3.1 Million
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
31,700
shares
|
$3.09 Million
0.21% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
31,290
shares
|
$3.05 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
31,231
shares
|
$3.04 Million
0.18% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
31,199
shares
|
$3.04 Million
0.51% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
30,981
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2024
Added 24.9%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
30,876
shares
|
$3.01 Million
0.6% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
30,632
shares
|
$2.98 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
29,987
shares
|
$2.92 Million
0.32% of portfolio
|
Q3 2024
Added 11.4%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
28,607
shares
|
$2.78 Million
0.25% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
28,269
shares
|
$2.75 Million
0.3% of portfolio
|
Q1 2024
Added 521.57%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
28,066
shares
|
$2.73 Million
0.4% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
27,883
shares
|
$2.71 Million
0.98% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
27,867
shares
|
$2.71 Million
0.61% of portfolio
|
Q3 2024
Added 3.87%
|