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 |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,745
shares
|
$526,242
0.03% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
5,742
shares
|
$525,967
0.1% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
5,724
shares
|
$524,318
0.02% of portfolio
|
Q3 2022
Added 7.11%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
5,716
shares
|
$523,585
0.02% of portfolio
|
Q3 2023
Added 16.27%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
5,714
shares
|
$523,402
0.05% of portfolio
|
Q3 2024
Reduced 70.9%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
5,674
shares
|
$519,738
0.27% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,660
shares
|
$518,455
0.01% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
5,645
shares
|
$517,081
0.42% of portfolio
|
Q3 2024
Added 18.74%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,634
shares
|
$516,074
0.01% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
5,625
shares
|
$515,249
0.03% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
5,608
shares
|
$513,692
0.01% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
5,590
shares
|
$512,043
0.1% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
5,578
shares
|
$510,944
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
5,563
shares
|
$509,570
0.02% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
5,537
shares
|
$507,189
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
5,455
shares
|
$499,677
0.24% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
5,449
shares
|
$499,128
0.02% of portfolio
|
Q2 2024
Reduced 7.49%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
5,432
shares
|
$497,571
0.1% of portfolio
|
Q3 2023
Reduced 2.34%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
5,406
shares
|
$495,189
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
5,400
shares
|
$494,639
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,399
shares
|
$494,548
0.01% of portfolio
|
Q3 2021
Reduced 19.65%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,388
shares
|
$493,540
0.02% of portfolio
|
Q1 2022
Added 25.54%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
5,380
shares
|
$492,807
0.28% of portfolio
|
Q4 2022
Reduced 14.87%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
5,377
shares
|
$492,533
0.05% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
5,375
shares
|
$492,349
0.38% of portfolio
|
Q3 2024
Reduced 3.36%
|