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 |
|---|---|---|---|---|---|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
5,354
shares
|
$490,426
0.03% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
5,289
shares
|
$484,472
0.32% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
5,162
shares
|
$472,839
0.18% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
5,147
shares
|
$471,465
0.02% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
5,143
shares
|
$471,098
0.13% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
5,091
shares
|
$466,335
0.03% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
5,051
shares
|
$462,671
0.07% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
5,034
shares
|
$461,114
0.0% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$458,000
0.08% of portfolio
|
Q2 2024
Reduced 56.97%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
4,976
shares
|
$455,801
0.0% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,976
shares
|
$455,801
0.17% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
4,973
shares
|
$455,526
0.33% of portfolio
|
Q1 2024
Added 1.7%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
4,902
shares
|
$449,023
0.11% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
4,901
shares
|
$448,931
0.3% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,886
shares
|
$447,557
0.01% of portfolio
|
Q3 2024
Added 13.84%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
4,865
shares
|
$445,634
0.01% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
4,858
shares
|
$444,992
0.04% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
4,843
shares
|
$443,618
0.19% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
4,836
shares
|
$442,977
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,799
shares
|
$439,588
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
4,799
shares
|
$439,588
0.05% of portfolio
|
Q1 2023
Added 11.19%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
4,787
shares
|
$438,489
0.16% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
4,780
shares
|
$437,848
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
4,771
shares
|
$437,023
0.0% of portfolio
|
Q3 2024
Reduced 16.71%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
4,738
shares
|
$434,000
0.13% of portfolio
|
Q2 2024
Reduced 2.07%
|