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 |
|---|---|---|---|---|---|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,532
shares
|
$598,331
0.06% of portfolio
|
Q1 2023
Reduced 4.68%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
6,500
shares
|
$595,400
0.35% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
6,495
shares
|
$594,942
0.02% of portfolio
|
Q4 2022
Added 355.9%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,446
shares
|
$590,453
0.02% of portfolio
|
Q4 2023
Reduced 1.04%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
6,348
shares
|
$581,476
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
6,300
shares
|
$577,080
0.42% of portfolio
|
Q4 2020
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,260
shares
|
$573,416
0.13% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
6,253
shares
|
$572,774
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
6,182
shares
|
$566,271
0.03% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
6,144
shares
|
$562,790
0.06% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
6,134
shares
|
$561,874
0.02% of portfolio
|
Q3 2024
Added 28.92%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
6,125
shares
|
$561,050
0.02% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
6,108
shares
|
$559,492
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
6,004
shares
|
$549,966
0.25% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,989
shares
|
$548,592
0.22% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
5,988
shares
|
$548,500
0.13% of portfolio
|
Q1 2024
Added 2.62%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
5,984
shares
|
$548,134
0.02% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
5,942
shares
|
$544,287
0.0% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
5,900
shares
|
$540,440
0.07% of portfolio
|
Q1 2022
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
5,890
shares
|
$539,524
0.01% of portfolio
|
Q3 2024
Added 26.31%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
5,884
shares
|
$538,974
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,882
shares
|
$538,791
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,864
shares
|
$537,142
0.04% of portfolio
|
Q3 2023
Added 12.92%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
5,856
shares
|
$536,409
0.02% of portfolio
|
Q3 2024
Reduced 29.07%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,817
shares
|
$532,837
0.02% of portfolio
|
Q3 2024
Added 22.64%
|