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 905 institutions that hold shares in the stock, with a total of 74 Million shares, which have been reported (via 13F filing form) to have a value of $6.81 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
4,967
shares
|
$456,914
0.02% of portfolio
|
Q2 2024
Reduced 7.71%
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Jul 18, 2024 Q2 2024 |
4,901
shares
|
$450,842
0.31% of portfolio
|
Q2 2023
New holding
|
|
Tompkins Financial Corp
|
Jul 17, 2024 Q2 2024 |
4,858
shares
|
$446,887
0.04% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
Meridian Financial, LLC
Holliston, MA |
Aug 13, 2024 Q2 2024 |
4,854
shares
|
$446,519
0.31% of portfolio
|
Q2 2024
Added 34.57%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
4,840
shares
|
$445,231
0.08% of portfolio
|
Q2 2024
Added 51.72%
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
4,836
shares
|
$444,863
0.07% of portfolio
|
Q3 2022
New holding
|
|
Aaron Wealth Advisors LLC
|
Jul 22, 2024 Q2 2024 |
4,799
shares
|
$441,460
0.06% of portfolio
|
Q1 2023
Added 11.19%
|
|
Waldron Private Wealth LLC
|
Jul 31, 2024 Q2 2024 |
4,758
shares
|
$437,688
0.02% of portfolio
|
Q3 2023
Reduced 0.86%
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 13, 2024 Q2 2024 |
4,754
shares
|
$437,320
0.35% of portfolio
|
Q2 2024
Added 67.1%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
4,743
shares
|
$436,308
0.02% of portfolio
|
Q2 2024
Added 3.42%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
4,742
shares
|
$436,216
0.0% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
4,738
shares
|
$435,848
0.13% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
4,731
shares
|
$435,204
0.01% of portfolio
|
Q4 2023
Reduced 5.66%
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2024 Q2 2024 |
4,728
shares
|
$434,928
0.23% of portfolio
|
Q1 2024
Reduced 3.27%
|
|
Sawgrass Asset Management LLC
|
Jul 18, 2024 Q2 2024 |
4,721
shares
|
$434,284
0.05% of portfolio
|
Q1 2024
Reduced 46.33%
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2024 Q2 2024 |
4,680
shares
|
$430,513
0.0% of portfolio
|
Q4 2020
Added 300.0%
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
4,658
shares
|
$428,489
0.21% of portfolio
|
Q4 2023
Reduced 38.38%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
4,649
shares
|
$427,661
0.03% of portfolio
|
Q2 2024
New holding
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Aug 08, 2024 Q2 2024 |
4,612
shares
|
$424,257
0.02% of portfolio
|
Q2 2024
Added 16.44%
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
4,610
shares
|
$424,073
0.01% of portfolio
|
Q1 2023
Reduced 13.18%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
4,601
shares
|
$423,245
0.01% of portfolio
|
Q2 2024
Added 1.68%
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,593
shares
|
$422,510
0.05% of portfolio
|
Q1 2023
Reduced 3.1%
|
|
Old Second National Bank Of Aurora
|
Aug 12, 2024 Q2 2024 |
4,520
shares
|
$415,794
0.11% of portfolio
|
Q2 2024
New holding
|
|
Pcg Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
4,504
shares
|
$414,322
0.18% of portfolio
|
Q2 2024
Added 0.09%
|
|
Clayton Financial Group LLC
St. Louis, MO |
Aug 01, 2024 Q2 2024 |
4,494
shares
|
$413,403
0.18% of portfolio
|
Q1 2024
New holding
|