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 868 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 $6.16 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ballentine Partners, LLC
Waltham, MA |
Apr 11, 2024 Q1 2024 |
9,976
shares
|
$870,106
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 15, 2024 Q1 2024 |
9,944
shares
|
$867,315
0.07% of portfolio
|
Q1 2024
Added 24.86%
|
|
Welch & Forbes LLC
|
May 02, 2024 Q1 2024 |
9,923
shares
|
$865,484
0.01% of portfolio
|
Q1 2024
Added 1.69%
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 17, 2024 Q1 2024 |
9,914
shares
|
$864,699
0.23% of portfolio
|
Q1 2024
Added 0.52%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
9,906
shares
|
$864,001
0.01% of portfolio
|
Q1 2024
Reduced 1.4%
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,868
shares
|
$860,686
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 14, 2024 Q1 2024 |
9,827
shares
|
$857,110
0.43% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,818
shares
|
$856,325
0.0% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2024 Q1 2024 |
9,757
shares
|
$851,005
0.05% of portfolio
|
Q1 2024
Added 24.52%
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2024 Q1 2024 |
9,597
shares
|
$837,050
0.09% of portfolio
|
Q3 2023
Reduced 12.56%
|
|
Venture Visionary Partners LLC
|
May 13, 2024 Q1 2024 |
9,581
shares
|
$835,654
0.04% of portfolio
|
Q1 2024
Added 0.25%
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
9,423
shares
|
$821,874
0.04% of portfolio
|
Q1 2024
Added 0.05%
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Apr 24, 2024 Q1 2024 |
9,334
shares
|
$814,111
0.08% of portfolio
|
Q4 2023
Added 3.92%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
9,330
shares
|
$813,762
0.04% of portfolio
|
Q1 2024
Reduced 77.68%
|
|
Hms Capital Management, LLC
|
Apr 24, 2024 Q1 2024 |
9,271
shares
|
$808,616
0.47% of portfolio
|
Q1 2024
Reduced 21.79%
|
|
Griffin Asset Management, Inc.
|
Apr 17, 2024 Q1 2024 |
9,256
shares
|
$807,308
0.1% of portfolio
|
Q1 2024
Reduced 0.45%
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 10, 2024 Q1 2024 |
9,084
shares
|
$792,306
0.64% of portfolio
|
Q2 2023
Reduced 13.35%
|
|
Pinnacle Financial Partners Inc
|
Apr 30, 2024 Q1 2024 |
9,074
shares
|
$791,434
0.02% of portfolio
|
Q4 2023
Added 127.76%
|
|
Independent Advisor Alliance
|
May 08, 2024 Q1 2024 |
9,050
shares
|
$789,341
0.03% of portfolio
|
Q1 2024
Reduced 34.97%
|
|
Truepoint, Inc.
|
May 09, 2024 Q1 2024 |
9,000
shares
|
$784,980
0.02% of portfolio
|
Q4 2023
Added 0.1%
|
|
Trust CO Of Virginia
|
Apr 16, 2024 Q1 2024 |
8,939
shares
|
$779,659
0.08% of portfolio
|
Q4 2022
Added 41.08%
|
|
Outlook Wealth Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
8,888
shares
|
$775,211
0.28% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
8,881
shares
|
$774,600
0.28% of portfolio
|
Q4 2023
Added 0.53%
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
8,802
shares
|
$767,710
0.53% of portfolio
|
Q2 2023
Reduced 21.63%
|
|
Kmg Fiduciary Partners, LLC
|
Apr 10, 2024 Q1 2024 |
8,789
shares
|
$766,576
0.08% of portfolio
|
Q2 2023
New holding
|