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 |
---|---|---|---|---|---|
Hanlon Investment Management, Inc.
|
May 01, 2024 Q1 2024 |
6,940
shares
|
$605,306
0.19% of portfolio
|
Q1 2024
Reduced 5.26%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
6,862
shares
|
$598,503
0.01% of portfolio
|
Q1 2024
Reduced 6.78%
|
|
Sigma Investment Counselors Inc
|
Apr 25, 2024 Q1 2024 |
6,815
shares
|
$594,404
0.03% of portfolio
|
Q1 2024
Added 0.04%
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
6,796
shares
|
$592,747
0.05% of portfolio
|
Q1 2024
Added 1057.75%
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2024 Q1 2024 |
6,784
shares
|
$591,700
0.05% of portfolio
|
Q4 2020
Added 300.0%
|
|
Lex Aurum Advisors, LLC
|
Apr 10, 2024 Q1 2024 |
6,679
shares
|
$582,542
0.16% of portfolio
|
Q1 2024
Added 5.9%
|
|
Washington Trust Bank
|
May 14, 2024 Q1 2024 |
6,649
shares
|
$579,925
0.06% of portfolio
|
Q1 2024
Added 13.97%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Jul 03, 2024 Q1 2024 |
6,620
shares
|
$577,396
0.11% of portfolio
|
Q1 2024
New holding
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 03, 2024 Q1 2024 |
6,599
shares
|
$575,564
0.04% of portfolio
|
Q1 2024
Added 0.47%
|
|
Legacy Private Trust Co.
|
Apr 10, 2024 Q1 2024 |
6,536
shares
|
$570,069
0.04% of portfolio
|
Q1 2024
Reduced 11.2%
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 08, 2024 Q1 2024 |
6,535
shares
|
$569,982
0.3% of portfolio
|
Q1 2024
Added 0.09%
|
|
Palisade Asset Management, LLC
|
May 01, 2024 Q1 2024 |
6,532
shares
|
$569,721
0.06% of portfolio
|
Q1 2023
Reduced 4.68%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,446
shares
|
$562,220
0.02% of portfolio
|
Q4 2023
Reduced 1.04%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
6,443
shares
|
$561,958
0.02% of portfolio
|
Q1 2024
Closed
|
|
Keel Point, LLC
Huntsville, AL |
Apr 16, 2024 Q1 2024 |
6,341
shares
|
$553,062
0.06% of portfolio
|
Q1 2024
New holding
|
|
Independent Wealth Network Inc.
|
May 20, 2024 Q1 2024 |
6,328
shares
|
$551,928
0.28% of portfolio
|
Q1 2024
New holding
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
6,325
shares
|
$551,666
0.0% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
6,317
shares
|
$550,968
0.02% of portfolio
|
Q1 2024
Added 14.44%
|
|
Signature Wealth Management Partners, LLC
|
Apr 26, 2024 Q1 2024 |
6,300
shares
|
$549,486
0.47% of portfolio
|
Q4 2020
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
6,277
shares
|
$547,479
0.02% of portfolio
|
Q1 2024
Reduced 88.12%
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 22, 2024 Q1 2024 |
6,264
shares
|
$546,346
0.07% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
Svb Wealth LLC
Boston, MA |
May 15, 2024 Q1 2024 |
6,225
shares
|
$542,944
0.01% of portfolio
|
Q1 2024
Reduced 16.0%
|
|
Wealthstream Advisors, Inc.
|
May 08, 2024 Q1 2024 |
6,208
shares
|
$541,461
0.22% of portfolio
|
Q4 2021
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
6,099
shares
|
$531,954
0.01% of portfolio
|
Q1 2024
Added 1794.1%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
6,049
shares
|
$527,593
0.02% of portfolio
|
Q4 2023
Added 44.51%
|