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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,516
shares
|
$322,065
0.0% of portfolio
|
Q3 2024
Added 72.02%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
3,492
shares
|
$319,867
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,490
shares
|
$319,684
0.11% of portfolio
|
Q4 2023
Reduced 7.92%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
3,490
shares
|
$319,684
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
3,484
shares
|
$319,134
0.05% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
3,483
shares
|
$319,042
0.02% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
3,478
shares
|
$318,584
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
3,453
shares
|
$316,294
0.05% of portfolio
|
Q2 2024
Reduced 6.68%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,432
shares
|
$314,371
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
3,429
shares
|
$314,096
0.02% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
3,424
shares
|
$313,638
0.01% of portfolio
|
Q3 2024
Reduced 74.76%
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
3,424
shares
|
$313,638
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
3,421
shares
|
$313,363
0.13% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
3,416
shares
|
$312,905
0.09% of portfolio
|
Q3 2024
Reduced 13.89%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
3,413
shares
|
$312,630
0.05% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
3,402
shares
|
$311,623
0.01% of portfolio
|
Q4 2022
Added 4.48%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,387
shares
|
$310,249
0.06% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,374
shares
|
$309,058
0.04% of portfolio
|
Q3 2024
Reduced 16.65%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
3,351
shares
|
$306,951
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
3,329
shares
|
$304,936
0.01% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
3,323
shares
|
$304,386
0.01% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
3,281
shares
|
$300,539
0.04% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,276
shares
|
$300,081
0.1% of portfolio
|
Q3 2021
Reduced 6.83%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,274
shares
|
$299,898
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
3,269
shares
|
$299,440
0.04% of portfolio
|
Q3 2024
Added 11.95%
|