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 |
---|---|---|---|---|---|
Financial Partners Group, Inc
Overland Park, KS |
May 07, 2024 Q1 2024 |
3,132
shares
|
$273,173
0.05% of portfolio
|
Q1 2024
Added 3.74%
|
|
Accredited Investors Inc.
|
May 14, 2024 Q1 2024 |
3,130
shares
|
$272,998
0.02% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
3,106
shares
|
$270,905
0.01% of portfolio
|
Q4 2023
Reduced 0.42%
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 11, 2024 Q1 2024 |
3,080
shares
|
$268,637
0.09% of portfolio
|
Q2 2023
New holding
|
|
Traynor Capital Management, Inc.
|
Apr 12, 2024 Q1 2024 |
3,047
shares
|
$265,759
0.02% of portfolio
|
Q1 2024
New holding
|
|
Heritage Financial Services, LLC
|
May 14, 2024 Q1 2024 |
3,040
shares
|
$265,148
0.04% of portfolio
|
Q1 2024
New holding
|
|
Sage Financial Group Inc
|
Apr 30, 2024 Q1 2024 |
3,015
shares
|
$262,968
0.02% of portfolio
|
Q1 2024
Reduced 1.63%
|
|
Connecticut Wealth Management, LLC
|
May 01, 2024 Q1 2024 |
3,000
shares
|
$261,660
0.01% of portfolio
|
Q3 2023
Reduced 4.82%
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 09, 2024 Q1 2024 |
3,000
shares
|
$261,660
0.18% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
Condor Capital Management
Martinsville, NJ |
May 09, 2024 Q1 2024 |
2,996
shares
|
$261,311
0.03% of portfolio
|
Q1 2024
Reduced 78.33%
|
|
Westwood Holdings Group Inc
Dallas, TX |
Jun 06, 2024 Q1 2024 |
2,993
shares
|
$261,049
0.0% of portfolio
|
Q3 2023
New holding
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,984
shares
|
$260,264
0.17% of portfolio
|
Q4 2021
New holding
|
|
Private Portfolio Partners LLC
|
May 09, 2024 Q1 2024 |
2,982
shares
|
$260,090
0.06% of portfolio
|
Q1 2024
Added 0.17%
|
|
Eclectic Associates Inc
|
Apr 22, 2024 Q1 2024 |
2,968
shares
|
$258,868
0.13% of portfolio
|
Q4 2022
New holding
|
|
Cfo4 Life Group, LLC
|
May 06, 2024 Q1 2024 |
2,950
shares
|
$257,299
0.05% of portfolio
|
Q4 2022
New holding
|
|
Transcendent Capital Group LLC
Edmond, OK |
Apr 22, 2024 Q1 2024 |
2,945
shares
|
$256,862
0.16% of portfolio
|
Q1 2024
Reduced 95.01%
|
|
West Bancorporation Inc
|
Apr 30, 2024 Q1 2024 |
2,930
shares
|
$255,554
0.18% of portfolio
|
Q4 2023
Reduced 20.05%
|
|
Wiley Bros. Aintree Capital, LLC
|
Apr 11, 2024 Q1 2024 |
2,923
shares
|
$254,944
0.04% of portfolio
|
Q1 2024
New holding
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 13, 2024 Q1 2024 |
2,920
shares
|
$254,682
0.04% of portfolio
|
Q1 2024
Added 0.03%
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
2,900
shares
|
$252,938
0.02% of portfolio
|
Q1 2024
Reduced 5.51%
|
|
Heritage Investors Management Corp
|
Apr 29, 2024 Q1 2024 |
2,900
shares
|
$252,938
0.01% of portfolio
|
Q1 2023
New holding
|
|
Sterling Investment Counsel, LLC
|
Apr 26, 2024 Q1 2024 |
2,877
shares
|
$250,931
0.12% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
Baker Avenue Asset Management, LP
|
May 10, 2024 Q1 2024 |
2,860
shares
|
$249,449
0.01% of portfolio
|
Q4 2023
Reduced 3.77%
|
|
Wolff Financial Management LLC
|
Apr 24, 2024 Q1 2024 |
2,855
shares
|
$249,013
0.08% of portfolio
|
Q1 2024
Added 0.18%
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 01, 2024 Q1 2024 |
2,853
shares
|
$248,838
0.01% of portfolio
|
Q1 2024
Reduced 10.65%
|