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 |
|---|---|---|---|---|---|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
7,347
shares
|
$672,985
0.43% of portfolio
|
Q3 2024
Reduced 12.34%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,224
shares
|
$661,718
0.11% of portfolio
|
Q3 2023
Reduced 11.17%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,211
shares
|
$660,527
0.02% of portfolio
|
Q2 2024
Reduced 41.6%
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
7,165
shares
|
$656,314
0.03% of portfolio
|
Q2 2024
Reduced 8.29%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
7,164
shares
|
$656,222
0.02% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
7,128
shares
|
$652,924
0.04% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
7,080
shares
|
$648,528
0.21% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
7,060
shares
|
$646,696
0.04% of portfolio
|
Q1 2023
Reduced 1.96%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
7,043
shares
|
$645,138
0.05% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
7,036
shares
|
$644,497
0.04% of portfolio
|
Q3 2023
Reduced 2.72%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
7,022
shares
|
$643,215
0.05% of portfolio
|
Q1 2024
Added 2.48%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
7,000
shares
|
$641,200
0.3% of portfolio
|
Q1 2024
Reduced 20.54%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
6,956
shares
|
$637,169
0.02% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
6,950
shares
|
$636,620
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
6,935
shares
|
$635,246
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
6,882
shares
|
$630,391
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
6,861
shares
|
$628,467
0.25% of portfolio
|
Q2 2024
Reduced 6.4%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
6,848
shares
|
$627,276
0.29% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
6,784
shares
|
$621,414
0.05% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
6,748
shares
|
$618,116
0.1% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
6,741
shares
|
$617,475
0.06% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
6,737
shares
|
$617,109
0.41% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
6,593
shares
|
$603,918
0.23% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
6,568
shares
|
$601,628
0.04% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
6,536
shares
|
$598,697
0.04% of portfolio
|
Q1 2024
Reduced 11.2%
|