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 |
---|---|---|---|---|---|
Intrust Bank Na
Wichita, KS |
May 09, 2024 Q1 2024 |
4,025
shares
|
$350,014
0.04% of portfolio
|
Q4 2023
Added 42.93%
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 19, 2024 Q1 2024 |
4,010
shares
|
$348,709
0.13% of portfolio
|
Q1 2024
New holding
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 15, 2024 Q1 2024 |
4,000
shares
|
$347,840
0.2% of portfolio
|
Q4 2021
New holding
|
|
Carnegie Capital Asset Management, LLC
|
May 03, 2024 Q1 2024 |
3,996
shares
|
$347,492
0.01% of portfolio
|
Q1 2024
Reduced 8.03%
|
|
Hcr Wealth Advisors
Los Angeles, CA |
May 10, 2024 Q1 2024 |
3,991
shares
|
$347,057
0.06% of portfolio
|
Q4 2023
New holding
|
|
Waypoint Capital Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
3,984
shares
|
$346,448
0.1% of portfolio
|
Q3 2023
New holding
|
|
Smith & Howard Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
3,967
shares
|
$344,970
0.11% of portfolio
|
Q1 2024
Added 40.77%
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 30, 2024 Q1 2024 |
3,961
shares
|
$344,448
0.02% of portfolio
|
Q1 2024
New holding
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
3,943
shares
|
$342,883
0.01% of portfolio
|
Q1 2024
Reduced 89.84%
|
|
Terril Brothers, Inc.
|
Apr 29, 2024 Q1 2024 |
3,906
shares
|
$339,665
0.13% of portfolio
|
Q2 2023
New holding
|
|
High Falls Advisors, Inc
Rochester, NY |
May 15, 2024 Q1 2024 |
3,900
shares
|
$339,144
0.09% of portfolio
|
Q1 2023
Reduced 11.36%
|
|
Boston Financial Mangement LLC
Boston, MA |
May 10, 2024 Q1 2024 |
3,899
shares
|
$339,057
0.01% of portfolio
|
Q1 2024
Added 0.54%
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,880
shares
|
$337,404
0.09% of portfolio
|
Q4 2020
Added 100.0%
|
|
Arq Wealth Advisors, LLC
|
May 23, 2024 Q1 2024 |
3,842
shares
|
$334,100
0.16% of portfolio
|
Q4 2023
Reduced 4.83%
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 02, 2024 Q1 2024 |
3,807
shares
|
$331,056
0.0% of portfolio
|
Q1 2024
Reduced 49.73%
|
|
Nbt Bank N A
|
Apr 24, 2024 Q1 2024 |
3,806
shares
|
$330,969
0.03% of portfolio
|
Q2 2023
Reduced 0.26%
|
|
Independence Bank Of Kentucky
|
Apr 16, 2024 Q1 2024 |
3,760
shares
|
$326,969
0.1% of portfolio
|
Q3 2022
Reduced 2.59%
|
|
Delta Investment Management, LLC
|
May 08, 2024 Q1 2024 |
3,757
shares
|
$326,708
0.08% of portfolio
|
Q1 2024
Reduced 1.65%
|
|
Transform Wealth, LLC
|
Apr 15, 2024 Q1 2024 |
3,742
shares
|
$325,404
0.03% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2024 Q1 2024 |
3,740
shares
|
$325,230
0.06% of portfolio
|
Q3 2022
Reduced 10.1%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,728
shares
|
$324,186
0.02% of portfolio
|
Q2 2023
Reduced 3.67%
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
3,700
shares
|
$321,752
0.05% of portfolio
|
Q1 2024
Added 7.15%
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 13, 2024 Q1 2024 |
3,696
shares
|
$321,404
0.15% of portfolio
|
Q1 2024
Reduced 1.68%
|
|
Carl P. Sherr & Co., LLC
|
May 02, 2024 Q1 2024 |
3,696
shares
|
$321,404
0.19% of portfolio
|
Q3 2022
Reduced 6.57%
|
|
Cornerstone Wealth Management, LLC
|
Apr 19, 2024 Q1 2024 |
3,666
shares
|
$318,795
0.03% of portfolio
|
Q1 2024
Reduced 15.99%
|