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 |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
4,732
shares
|
$433,451
0.08% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,731
shares
|
$433,359
0.01% of portfolio
|
Q4 2023
Reduced 5.66%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
4,721
shares
|
$432,443
0.05% of portfolio
|
Q1 2024
Reduced 46.33%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,721
shares
|
$432,443
0.1% of portfolio
|
Q3 2024
Added 25.66%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,680
shares
|
$428,688
0.0% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Moller Financial Services
|
Oct 09, 2024 Q3 2024 |
4,668
shares
|
$427,588
0.11% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
4,658
shares
|
$426,672
0.21% of portfolio
|
Q4 2023
Reduced 38.38%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
4,612
shares
|
$422,459
0.02% of portfolio
|
Q2 2024
Added 16.44%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,600
shares
|
$421,360
0.01% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,593
shares
|
$420,718
0.05% of portfolio
|
Q1 2023
Reduced 3.1%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
4,578
shares
|
$419,344
0.21% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
4,565
shares
|
$418,154
0.19% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
4,554
shares
|
$417,146
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
4,551
shares
|
$416,871
0.2% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
4,515
shares
|
$413,574
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,504
shares
|
$412,566
0.17% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,430
shares
|
$405,788
0.15% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
4,427
shares
|
$405,513
0.04% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
4,411
shares
|
$404,047
0.05% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
4,410
shares
|
$403,956
0.01% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
4,391
shares
|
$402,215
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
4,382
shares
|
$401,391
0.05% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
4,361
shares
|
$399,467
0.12% of portfolio
|
Q4 2022
Reduced 14.1%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,353
shares
|
$398,734
0.01% of portfolio
|
Q3 2024
Added 62.06%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
4,351
shares
|
$398,551
0.01% of portfolio
|
Q3 2024
Reduced 45.63%
|