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 |
|---|---|---|---|---|---|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
8,309
shares
|
$761,104
0.08% of portfolio
|
Q2 2023
Reduced 16.99%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
8,254
shares
|
$756,066
0.19% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
8,243
shares
|
$755,058
1.1% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,183
shares
|
$749,562
0.1% of portfolio
|
Q2 2023
Reduced 1.25%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
8,168
shares
|
$748,188
0.01% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
8,137
shares
|
$745,349
0.13% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
8,057
shares
|
$738,021
0.06% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
8,022
shares
|
$734,815
0.09% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
8,016
shares
|
$734,265
0.38% of portfolio
|
Q1 2022
Reduced 28.07%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
8,000
shares
|
$732,800
0.21% of portfolio
|
Q2 2021
Reduced 17.86%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
7,911
shares
|
$724,647
0.14% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
7,910
shares
|
$724,556
0.08% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
7,908
shares
|
$724,372
0.01% of portfolio
|
Q3 2024
Added 44.33%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
7,871
shares
|
$720,983
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,810
shares
|
$715,396
0.01% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,754
shares
|
$710,266
0.15% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
7,556
shares
|
$692,129
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
7,523
shares
|
$689,106
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,517
shares
|
$688,557
0.0% of portfolio
|
Q4 2022
Added 3.03%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,467
shares
|
$683,977
0.01% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
7,453
shares
|
$682,694
0.05% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
7,437
shares
|
$681,229
0.01% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
7,431
shares
|
$680,679
0.6% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
7,385
shares
|
$676,466
0.05% of portfolio
|
Q3 2024
Added 29.06%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
7,358
shares
|
$673,992
0.15% of portfolio
|
Q3 2024
Reduced 3.59%
|