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 $7.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
27,572
shares
|
$2.71 Million
1.39% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
27,375
shares
|
$2.69 Million
0.67% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
27,234
shares
|
$2.68 Million
0.11% of portfolio
|
Q3 2024
Added 298.04%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
27,030
shares
|
$2.66 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
26,919
shares
|
$2.65 Million
0.08% of portfolio
|
Q3 2024
Reduced 28.96%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
26,798
shares
|
$2.64 Million
0.32% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
26,692
shares
|
$2.63 Million
0.16% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
26,313
shares
|
$2.59 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
25,922
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
25,193
shares
|
$2.48 Million
0.03% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
25,177
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
25,163
shares
|
$2.48 Million
0.08% of portfolio
|
Q3 2024
Reduced 45.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,904
shares
|
$2.45 Million
0.05% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
24,460
shares
|
$2.41 Million
0.06% of portfolio
|
Q3 2024
Added 22.36%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
24,377
shares
|
$2.4 Million
2.05% of portfolio
|
Q3 2024
Added 17.93%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
24,339
shares
|
$2.39 Million
0.5% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
24,303
shares
|
$2.39 Million
0.08% of portfolio
|
Q3 2024
Reduced 20.41%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
24,067
shares
|
$2.37 Million
0.26% of portfolio
|
Q3 2024
Added 21.46%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
23,550
shares
|
$2.32 Million
0.72% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
23,537
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Added 657.06%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
23,143
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
22,827
shares
|
$2.25 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
22,562
shares
|
$2.22 Million
0.69% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
22,562
shares
|
$2.22 Million
0.3% of portfolio
|
Q3 2023
Reduced 1.41%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
22,500
shares
|
$2.21 Million
1.0% of portfolio
|
Q4 2023
Added 2.04%
|