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 73.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,984
shares
|
$364,814
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
3,916
shares
|
$358,588
0.01% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Terril Brothers, Inc.
|
Nov 04, 2024 Q3 2024 |
3,906
shares
|
$357,672
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
3,900
shares
|
$357,123
0.08% of portfolio
|
Q1 2023
Reduced 11.36%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
3,892
shares
|
$356,390
0.01% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
3,884
shares
|
$355,657
0.15% of portfolio
|
Q2 2024
Added 14.78%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,880
shares
|
$355,291
0.09% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,842
shares
|
$351,811
0.14% of portfolio
|
Q4 2023
Reduced 4.83%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,837
shares
|
$351,354
0.0% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
3,806
shares
|
$348,515
0.02% of portfolio
|
Q2 2023
Reduced 0.26%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
3,760
shares
|
$344,303
0.08% of portfolio
|
Q3 2022
Reduced 2.59%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
3,740
shares
|
$342,471
0.05% of portfolio
|
Q3 2022
Reduced 10.1%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,728
shares
|
$341,372
0.02% of portfolio
|
Q2 2023
Reduced 3.67%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
3,717
shares
|
$340,365
0.18% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
3,714
shares
|
$340,090
0.0% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,706
shares
|
$339,358
0.05% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,658
shares
|
$334,963
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
3,644
shares
|
$333,681
0.06% of portfolio
|
Q2 2023
Reduced 14.14%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
3,636
shares
|
$332,948
0.06% of portfolio
|
Q1 2022
Reduced 5.31%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
3,627
shares
|
$332,124
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
3,625
shares
|
$331,941
0.14% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,575
shares
|
$327,362
0.01% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
3,556
shares
|
$325,622
0.01% of portfolio
|
Q3 2024
Added 23.99%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,529
shares
|
$323,150
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,520
shares
|
$322,326
0.01% of portfolio
|
Q3 2024
Added 1.68%
|