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 |
---|---|---|---|---|---|
Aaron Wealth Advisors LLC
|
Apr 25, 2024 Q1 2024 |
4,799
shares
|
$417,321
0.06% of portfolio
|
Q1 2023
Added 11.19%
|
|
Waldron Private Wealth LLC
|
May 09, 2024 Q1 2024 |
4,758
shares
|
$413,755
0.02% of portfolio
|
Q1 2024
Added 3.66%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
4,745
shares
|
$412,625
0.0% of portfolio
|
Q1 2024
Reduced 3.62%
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 06, 2024 Q1 2024 |
4,736
shares
|
$411,842
0.05% of portfolio
|
Q1 2024
Reduced 2.07%
|
|
Pure Financial Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
4,731
shares
|
$411,407
0.01% of portfolio
|
Q4 2023
Reduced 5.66%
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 15, 2024 Q1 2024 |
4,728
shares
|
$411,146
0.25% of portfolio
|
Q1 2024
Reduced 3.27%
|
|
Sawgrass Asset Management LLC
|
May 13, 2024 Q1 2024 |
4,721
shares
|
$410,538
0.05% of portfolio
|
Q1 2024
Reduced 46.33%
|
|
Thoroughbred Financial Services, LLC
|
May 07, 2024 Q1 2024 |
4,688
shares
|
$407,668
0.04% of portfolio
|
Q1 2024
Added 18.38%
|
|
Fayez Sarofim & CO
Houston, TX |
May 14, 2024 Q1 2024 |
4,680
shares
|
$406,972
0.0% of portfolio
|
Q4 2020
Added 300.0%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
4,663
shares
|
$405,494
0.01% of portfolio
|
Q2 2024
Added 33.8%
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
4,658
shares
|
$405,059
0.21% of portfolio
|
Q4 2023
Reduced 38.38%
|
|
Fiduciary Trust CO
Boston, MA |
May 13, 2024 Q1 2024 |
4,652
shares
|
$404,537
0.01% of portfolio
|
Q3 2023
Reduced 2.72%
|
|
Hazlett, Burt & Watson, Inc.
|
Apr 29, 2024 Q1 2024 |
4,622
shares
|
$401,929
0.25% of portfolio
|
Q1 2024
Added 7.56%
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 09, 2024 Q1 2024 |
4,610
shares
|
$400,885
0.01% of portfolio
|
Q1 2023
Reduced 13.18%
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,593
shares
|
$399,407
0.05% of portfolio
|
Q1 2023
Reduced 3.1%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
4,586
shares
|
$398,798
0.02% of portfolio
|
Q4 2023
Reduced 17.84%
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 22, 2024 Q1 2024 |
4,579
shares
|
$398,189
0.36% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
4,546
shares
|
$395,320
0.0% of portfolio
|
Q4 2023
Added 4.94%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
4,525
shares
|
$393,494
0.01% of portfolio
|
Q3 2023
Added 1.84%
|
|
Lyell Wealth Management, LP
|
May 03, 2024 Q1 2024 |
4,510
shares
|
$392,189
0.04% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
Pcg Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
4,500
shares
|
$391,320
0.2% of portfolio
|
Q1 2024
Added 0.07%
|
|
Clayton Financial Group LLC
St. Louis, MO |
May 02, 2024 Q1 2024 |
4,494
shares
|
$390,798
0.19% of portfolio
|
Q1 2024
New holding
|
|
Sheaff Brock Investment Advisors, LLC
|
May 14, 2024 Q1 2024 |
4,489
shares
|
$390,363
0.03% of portfolio
|
Q4 2023
Added 0.56%
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
4,484
shares
|
$389,928
0.0% of portfolio
|
Q2 2024
Added 41.32%
|
|
Saxon Interests, Inc.
|
Apr 18, 2024 Q1 2024 |
4,467
shares
|
$388,450
0.19% of portfolio
|
Q1 2024
Reduced 1.09%
|