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 |
---|---|---|---|---|---|
International Assets Investment Management, LLC
Orlando, FL |
Apr 11, 2024 Q1 2024 |
15,499
shares
|
$1.35 Million
0.15% of portfolio
|
Q1 2024
Reduced 2.92%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
15,414
shares
|
$1.35 Million
0.15% of portfolio
|
Q1 2024
Reduced 3.91%
|
|
Patten Group, Inc.
|
Apr 17, 2024 Q1 2024 |
15,281
shares
|
$1.34 Million
0.35% of portfolio
|
Q1 2024
Added 13.55%
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Apr 25, 2024 Q1 2024 |
15,245
shares
|
$1.33 Million
0.13% of portfolio
|
Q2 2023
Added 0.01%
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
15,175
shares
|
$1.33 Million
0.55% of portfolio
|
Q4 2023
Added 142.33%
|
|
Ntv Asset Management LLC
|
May 07, 2024 Q1 2024 |
15,120
shares
|
$1.32 Million
0.21% of portfolio
|
Q1 2024
Reduced 10.21%
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
14,887
shares
|
$1.3 Million
0.14% of portfolio
|
Q1 2024
Reduced 16.12%
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
14,884
shares
|
$1.3 Million
0.6% of portfolio
|
Q1 2024
Added 8.66%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
14,604
shares
|
$1.28 Million
0.05% of portfolio
|
Q1 2024
Added 6.92%
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2024 Q1 2024 |
14,503
shares
|
$1.27 Million
0.54% of portfolio
|
Q1 2024
New holding
|
|
Lbmc Investment Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
14,458
shares
|
$1.26 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
Family Firm, Inc.
|
May 01, 2024 Q1 2024 |
14,421
shares
|
$1.26 Million
0.32% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
Amg National Trust Bank
|
May 06, 2024 Q1 2024 |
14,418
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2024
Added 0.1%
|
|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
14,266
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2024
Reduced 15.06%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
14,233
shares
|
$1.24 Million
0.05% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
Carmichael Hill & Associates, Inc.
|
Apr 24, 2024 Q1 2024 |
14,230
shares
|
$1.24 Million
0.52% of portfolio
|
Q1 2024
Reduced 1.49%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
14,191
shares
|
$1.24 Million
0.07% of portfolio
|
Q4 2023
Added 279.54%
|
|
Gsb Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
14,098
shares
|
$1.23 Million
0.37% of portfolio
|
Q1 2024
Reduced 38.31%
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
14,011
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2024
Added 74.92%
|
|
Whittier Trust CO
|
May 02, 2024 Q1 2024 |
13,996
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2024
Added 0.01%
|
|
Meridian Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
13,847
shares
|
$1.21 Million
0.21% of portfolio
|
Q1 2024
Reduced 7.45%
|
|
Yhb Investment Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
13,837
shares
|
$1.21 Million
0.11% of portfolio
|
Q1 2024
Reduced 8.44%
|
|
Pittenger & Anderson Inc
|
May 02, 2024 Q1 2024 |
13,800
shares
|
$1.21 Million
0.05% of portfolio
|
Q4 2020
Added 300.0%
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 12, 2024 Q1 2024 |
13,690
shares
|
$1.2 Million
0.53% of portfolio
|
Q1 2024
Reduced 5.45%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
13,682
shares
|
$1.2 Million
0.21% of portfolio
|
Q1 2024
Reduced 4.82%
|