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 $6.15 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Schneider Downs Wealth Management Advisors, LP
|
May 08, 2024 Q1 2024 |
5,432
shares
|
$472,366
0.12% of portfolio
|
Q3 2023
Reduced 2.34%
|
|
Busey Wealth Management
|
Apr 23, 2024 Q1 2024 |
5,430
shares
|
$472,192
0.02% of portfolio
|
Q4 2023
Reduced 5.24%
|
|
Sunpointe, LLC
St. Louis, MO |
Apr 15, 2024 Q1 2024 |
5,400
shares
|
$469,583
0.55% of portfolio
|
Q4 2023
New holding
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,399
shares
|
$469,497
0.01% of portfolio
|
Q3 2021
Reduced 19.65%
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,388
shares
|
$468,540
0.02% of portfolio
|
Q1 2022
Added 25.54%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
5,382
shares
|
$468,018
0.03% of portfolio
|
Q1 2024
Reduced 1.63%
|
|
626 Financial, LLC
|
Apr 18, 2024 Q1 2024 |
5,380
shares
|
$467,844
0.3% of portfolio
|
Q4 2022
Reduced 14.87%
|
|
Vista Private Wealth Partners. LLC
|
May 13, 2024 Q1 2024 |
5,338
shares
|
$464,192
0.22% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
5,318
shares
|
$462,453
0.01% of portfolio
|
Q1 2024
Added 0.74%
|
|
Holistic Planning, LLC
Nacogdoches, TX |
May 01, 2024 Q1 2024 |
5,314
shares
|
$462,105
0.37% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
Insight Advisors, LLC
Newtown, PA |
May 06, 2024 Q1 2024 |
5,271
shares
|
$458,366
0.15% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
Norway Savings Bank
|
Apr 16, 2024 Q1 2024 |
5,256
shares
|
$457,061
0.2% of portfolio
|
Q1 2024
Reduced 15.92%
|
|
Argi Investment Services, LLC
|
Feb 02, 2023 Q4 2022 |
5,229
shares
|
$454,713
0.01% of portfolio
|
Q4 2022
Added 0.13%
|
|
Highland Capital Management, LLC
|
May 07, 2024 Q1 2024 |
5,154
shares
|
$448,191
0.03% of portfolio
|
Q1 2024
Added 5.64%
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2024 Q1 2024 |
5,151
shares
|
$447,930
0.01% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Jun 13, 2024 Q1 2024 |
5,051
shares
|
$439,234
0.08% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
Haverford Trust CO
Radnor, PA |
May 02, 2024 Q1 2024 |
4,976
shares
|
$432,712
0.0% of portfolio
|
Q2 2023
Reduced 4.56%
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,976
shares
|
$432,712
0.17% of portfolio
|
Q1 2024
Added 0.18%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
4,904
shares
|
$426,451
0.0% of portfolio
|
Q1 2024
Added 4.52%
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 23, 2024 Q1 2024 |
4,901
shares
|
$426,190
0.33% of portfolio
|
Q2 2023
New holding
|
|
Tompkins Financial Corp
|
Apr 08, 2024 Q1 2024 |
4,891
shares
|
$425,321
0.05% of portfolio
|
Q4 2023
Added 70.12%
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 09, 2024 Q1 2024 |
4,851
shares
|
$421,842
0.07% of portfolio
|
Q1 2024
Reduced 98.61%
|
|
Doliver Advisors, LP
Houston, TX |
Apr 12, 2024 Q1 2024 |
4,838
shares
|
$420,712
0.13% of portfolio
|
Q1 2024
Reduced 11.81%
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
4,836
shares
|
$420,538
0.07% of portfolio
|
Q3 2022
New holding
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 22, 2024 Q1 2024 |
4,800
shares
|
$417,407
0.18% of portfolio
|
Q1 2024
New holding
|