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 936 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 $6.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,234
shares
|
$845,834
0.01% of portfolio
|
Q3 2024
Added 156.5%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
9,201
shares
|
$842,811
0.0% of portfolio
|
Q3 2024
Reduced 55.47%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
9,137
shares
|
$836,949
0.08% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
9,130
shares
|
$836,308
0.01% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
9,115
shares
|
$834,934
0.01% of portfolio
|
Q3 2024
Added 13.95%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
9,094
shares
|
$833,010
0.06% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
9,089
shares
|
$832,552
0.1% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
9,084
shares
|
$832,094
0.59% of portfolio
|
Q2 2023
Reduced 13.35%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
9,030
shares
|
$827,148
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
8,888
shares
|
$814,140
0.28% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
8,881
shares
|
$813,499
0.28% of portfolio
|
Q4 2023
Added 0.53%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
8,867
shares
|
$812,217
0.04% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
8,824
shares
|
$808,278
0.07% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
8,802
shares
|
$806,263
0.53% of portfolio
|
Q2 2023
Reduced 21.63%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
8,789
shares
|
$805,072
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
8,715
shares
|
$798,294
0.4% of portfolio
|
Q2 2024
Reduced 6.0%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
8,710
shares
|
$797,836
0.01% of portfolio
|
Q3 2024
Reduced 35.47%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
8,707
shares
|
$797,561
0.43% of portfolio
|
Q3 2024
Added 17.47%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
8,681
shares
|
$795,179
0.43% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
8,623
shares
|
$789,866
0.24% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
8,570
shares
|
$785,012
0.38% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
8,484
shares
|
$777,134
0.07% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
8,426
shares
|
$771,821
0.49% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
8,423
shares
|
$771,546
0.01% of portfolio
|
Q2 2024
Reduced 15.12%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
8,377
shares
|
$767,333
0.01% of portfolio
|
Q3 2024
Reduced 3.26%
|