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 865 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 $6.23 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
236,809
shares
|
$20.9 Million
2.82% of portfolio
|
Q1 2024
Added 1.08%
|
|
Courier Capital LLC
|
Apr 15, 2024 Q1 2024 |
234,492
shares
|
$20.7 Million
1.56% of portfolio
|
Q1 2024
Added 0.45%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
231,610
shares
|
$20.4 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.83%
|
|
Spc Financial, Inc.
|
May 03, 2024 Q1 2024 |
227,421
shares
|
$20 Million
1.95% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
Jmac Enterprises LLC
|
Apr 30, 2024 Q1 2024 |
222,200
shares
|
$19.6 Million
3.81% of portfolio
|
Q1 2024
Added 6.67%
|
|
Inspirion Wealth Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
216,958
shares
|
$19.1 Million
3.28% of portfolio
|
Q1 2024
Added 1.91%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
207,362
shares
|
$18.3 Million
0.08% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
197,880
shares
|
$17.4 Million
0.04% of portfolio
|
Q1 2024
Added 2.71%
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 08, 2024 Q1 2024 |
184,240
shares
|
$16.2 Million
0.6% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
Hudson Capital Management LLC
|
Apr 19, 2024 Q1 2024 |
183,290
shares
|
$16.1 Million
5.98% of portfolio
|
Q1 2024
Reduced 1.04%
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
May 14, 2024 Q1 2024 |
174,280
shares
|
$15.4 Million
0.2% of portfolio
|
Q1 2023
Added 0.87%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
165,227
shares
|
$14.6 Million
0.02% of portfolio
|
Q1 2024
Reduced 7.93%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
162,351
shares
|
$14.3 Million
0.22% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 08, 2024 Q1 2024 |
161,803
shares
|
$14.3 Million
0.66% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 15, 2024 Q1 2024 |
161,545
shares
|
$14.2 Million
2.56% of portfolio
|
Q1 2024
Added 3.86%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
161,301
shares
|
$14.2 Million
1.09% of portfolio
|
Q4 2022
Reduced 1.35%
|
|
Sterling Financial Planning, Inc.
|
May 06, 2024 Q1 2024 |
158,735
shares
|
$14 Million
6.0% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
156,972
shares
|
$13.8 Million
0.1% of portfolio
|
Q1 2024
Reduced 15.27%
|
|
First Merchants Corp
|
Apr 25, 2024 Q1 2024 |
152,703
shares
|
$13.5 Million
1.06% of portfolio
|
Q1 2024
Reduced 16.99%
|
|
Ifrah Financial Services, Inc.
|
May 06, 2024 Q1 2024 |
151,963
shares
|
$13.4 Million
3.94% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
150,178
shares
|
$13.2 Million
0.05% of portfolio
|
Q1 2024
Reduced 10.51%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
149,207
shares
|
$13.1 Million
0.02% of portfolio
|
Q1 2024
Added 19.36%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
148,099
shares
|
$13 Million
0.67% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
141,699
shares
|
$12.5 Million
0.02% of portfolio
|
Q1 2024
Added 0.81%
|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
136,721
shares
|
$12 Million
0.19% of portfolio
|
Q1 2024
Added 12.5%
|