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 $6.16 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
3,351
shares
|
$292,274
0.01% of portfolio
|
Q1 2024
New holding
|
|
Montag A & Associates Inc
Atlanta, GA |
May 07, 2024 Q1 2024 |
3,348
shares
|
$292,012
0.02% of portfolio
|
Q1 2024
Added 31.76%
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,276
shares
|
$285,732
0.1% of portfolio
|
Q3 2021
Reduced 6.83%
|
|
Personal Cfo Solutions, LLC
|
May 13, 2024 Q1 2024 |
3,274
shares
|
$285,558
0.05% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,274
shares
|
$285,558
0.07% of portfolio
|
Q1 2024
New holding
|
|
Abbrea Capital, LLC
|
May 07, 2024 Q1 2024 |
3,259
shares
|
$284,249
0.04% of portfolio
|
Q4 2022
New holding
|
|
First National Bank & Trust CO Of Newtown
|
Apr 29, 2024 Q1 2024 |
3,255
shares
|
$283,901
0.06% of portfolio
|
Q3 2023
Reduced 16.32%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 10, 2024 Q1 2024 |
3,246
shares
|
$283,116
0.03% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Apr 16, 2024 Q1 2024 |
3,220
shares
|
$280,848
0.15% of portfolio
|
Q1 2024
Reduced 43.88%
|
|
Institute For Wealth Management, Llc.
|
Apr 30, 2024 Q1 2024 |
3,218
shares
|
$280,673
0.04% of portfolio
|
Q1 2024
Reduced 8.92%
|
|
Clearwater Capital Advisors, LLC
|
May 09, 2024 Q1 2024 |
3,211
shares
|
$280,063
0.03% of portfolio
|
Q2 2023
Reduced 0.8%
|
|
Bennett Selby Investments LP
|
Apr 11, 2024 Q1 2024 |
3,210
shares
|
$279,976
0.13% of portfolio
|
Q4 2023
Reduced 8.29%
|
|
Argus Investors' Counsel, Inc.
|
Apr 24, 2024 Q1 2024 |
3,200
shares
|
$279,104
0.18% of portfolio
|
Q1 2024
New holding
|
|
Security National Bank Of So Dak
Sioux City, IA |
May 13, 2024 Q1 2024 |
3,200
shares
|
$279,104
0.19% of portfolio
|
Q4 2022
Reduced 24.1%
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 11, 2024 Q1 2024 |
3,199
shares
|
$279,016
0.06% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
3,198
shares
|
$278,929
0.02% of portfolio
|
Q1 2024
Reduced 5.19%
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
3,192
shares
|
$278,406
0.01% of portfolio
|
Q4 2023
Reduced 1.54%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
May 14, 2024 Q1 2024 |
3,190
shares
|
$278,231
0.05% of portfolio
|
Q1 2024
Added 4457.14%
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 29, 2024 Q1 2024 |
3,188
shares
|
$278,057
0.2% of portfolio
|
Q1 2024
New holding
|
|
Plante Moran Financial Advisors, LLC
|
May 09, 2024 Q1 2024 |
3,184
shares
|
$277,708
0.03% of portfolio
|
Q1 2024
Added 2.98%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
3,173
shares
|
$276,749
0.0% of portfolio
|
Q4 2023
Reduced 19.49%
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
May 21, 2024 Q1 2024 |
3,134
shares
|
$273,347
0.01% of portfolio
|
Q1 2024
New holding
|
|
Htlf Bank
Denver, CO |
Apr 25, 2024 Q1 2024 |
3,133
shares
|
$273,260
0.03% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
Forvis Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
3,133
shares
|
$273,260
0.01% of portfolio
|
Q1 2024
Reduced 3.12%
|
|
Eagle Bay Advisors LLC
New York, NY |
May 08, 2024 Q1 2024 |
3,133
shares
|
$273,260
0.18% of portfolio
|
Q1 2024
Added 10.79%
|