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 866 institutions that hold shares in the stock, with a total of 70.7 Million shares, which have been reported (via 13F filing form) to have a value of $6.18 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
18,533
shares
|
$1.62 Million
0.09% of portfolio
|
Q1 2024
Added 41.33%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
18,232
shares
|
$1.59 Million
0.05% of portfolio
|
Q1 2024
Reduced 7.58%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
17,808
shares
|
$1.56 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,796
shares
|
$1.56 Million
0.05% of portfolio
|
Q3 2022
Reduced 2.89%
|
|
Erts Wealth Advisors, LLC
|
Apr 23, 2024 Q1 2024 |
17,529
shares
|
$1.53 Million
0.33% of portfolio
|
Q1 2024
Reduced 8.73%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
17,478
shares
|
$1.53 Million
0.04% of portfolio
|
Q1 2024
Added 4.28%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
17,448
shares
|
$1.52 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
17,243
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2024
Added 40.7%
|
|
Moneco Advisors, LLC
Fairfield, CT |
Apr 25, 2024 Q1 2024 |
17,215
shares
|
$1.5 Million
0.26% of portfolio
|
Q1 2024
Added 10.66%
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 07, 2024 Q1 2024 |
17,125
shares
|
$1.5 Million
0.48% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
Trust CO Of Vermont
|
May 03, 2024 Q1 2024 |
16,910
shares
|
$1.48 Million
0.09% of portfolio
|
Q1 2024
Added 4.97%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
16,862
shares
|
$1.47 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
16,733
shares
|
$1.46 Million
0.06% of portfolio
|
Q1 2024
Reduced 88.35%
|
|
Anderson Hoagland & CO
|
Apr 11, 2024 Q1 2024 |
16,582
shares
|
$1.45 Million
0.17% of portfolio
|
Q1 2021
Reduced 24.93%
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2024 Q1 2024 |
16,520
shares
|
$1.44 Million
0.22% of portfolio
|
Q1 2024
Reduced 1.56%
|
|
Operose Advisors LLC
Milwaukee, WI |
May 13, 2024 Q1 2024 |
16,404
shares
|
$1.43 Million
0.51% of portfolio
|
Q1 2024
New holding
|
|
Ellis Investment Partners, LLC
|
Apr 15, 2024 Q1 2024 |
16,009
shares
|
$1.4 Million
0.32% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
Somerset Group LLC
Wayzata, MN |
May 10, 2024 Q1 2024 |
15,972
shares
|
$1.4 Million
1.39% of portfolio
|
Q1 2024
Added 0.52%
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2024 Q1 2024 |
15,902
shares
|
$1.39 Million
0.05% of portfolio
|
Q1 2024
Added 4.92%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,860
shares
|
$1.39 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
Vicus Capital
State College, PA |
Apr 17, 2024 Q1 2024 |
15,847
shares
|
$1.39 Million
0.13% of portfolio
|
Q1 2024
Added 14.88%
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
May 17, 2024 Q1 2024 |
15,774
shares
|
$1.38 Million
0.39% of portfolio
|
Q1 2024
Added 0.25%
|
|
Clarus Wealth Advisors
|
Apr 11, 2024 Q1 2024 |
15,748
shares
|
$1.38 Million
0.81% of portfolio
|
Q1 2024
New holding
|
|
Tag Stone Capital, Inc.
|
May 06, 2024 Q1 2024 |
15,725
shares
|
$1.37 Million
0.86% of portfolio
|
Q1 2024
Added 0.36%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
15,583
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.06%
|