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 866 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 $6.18 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Abich Financial Wealth Management LLC
Ashburn, VA |
Jun 21, 2024 Q1 2024 |
1,411
shares
|
$123,321
0.1% of portfolio
|
Q1 2024
New holding
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Apr 25, 2024 Q1 2024 |
1,384
shares
|
$120,961
0.05% of portfolio
|
Q1 2024
Reduced 0.57%
|
|
S.A. Mason LLC
|
Apr 15, 2024 Q1 2024 |
1,336
shares
|
$116,766
0.07% of portfolio
|
Q4 2020
New holding
|
|
Pinnacle Bancorp, Inc.
|
Apr 16, 2024 Q1 2024 |
1,292
shares
|
$112,920
0.03% of portfolio
|
Q1 2024
Reduced 15.0%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,252
shares
|
$109,424
0.01% of portfolio
|
Q3 2022
New holding
|
|
Horrell Capital Management, Inc.
|
Apr 25, 2024 Q1 2024 |
1,220
shares
|
$106,628
0.03% of portfolio
|
Q4 2020
Added 300.0%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 14, 2024 Q1 2024 |
1,200
shares
|
$104,880
0.01% of portfolio
|
Q2 2022
Reduced 51.34%
|
|
Mill Capital Management, LLC
|
Apr 30, 2024 Q1 2024 |
1,200
shares
|
$104,880
0.01% of portfolio
|
Q1 2023
Reduced 78.57%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 11, 2024 Q1 2024 |
1,167
shares
|
$101,995
0.0% of portfolio
|
Q3 2023
Reduced 11.39%
|
|
Northwest Capital Management Inc
|
Apr 09, 2024 Q1 2024 |
1,161
shares
|
$101,471
0.03% of portfolio
|
Q2 2023
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,136
shares
|
$99,286
0.02% of portfolio
|
Q1 2024
Reduced 41.35%
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2024 Q1 2024 |
1,133
shares
|
$99,024
0.05% of portfolio
|
Q4 2023
New holding
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,127
shares
|
$98,499
0.01% of portfolio
|
Q3 2022
Reduced 16.83%
|
|
First Command Advisory Services, Inc.
|
May 02, 2024 Q1 2024 |
1,127
shares
|
$98,499
0.0% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,127
shares
|
$98,499
0.01% of portfolio
|
Q3 2022
Reduced 16.83%
|
|
Founders Capital Management
|
Apr 10, 2024 Q1 2024 |
1,126
shares
|
$98,412
0.07% of portfolio
|
Q3 2023
Reduced 21.2%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
1,116
shares
|
$97,538
0.0% of portfolio
|
Q1 2024
Added 7.2%
|
|
Indiana Trust & Investment Management CO
|
Apr 16, 2024 Q1 2024 |
1,089
shares
|
$95,178
0.04% of portfolio
|
Q1 2024
Added 12.04%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 19, 2024 Q1 2024 |
1,086
shares
|
$94,916
0.04% of portfolio
|
Q1 2024
Added 10.93%
|
|
Dunhill Financial, LLC
London, X0 |
May 13, 2024 Q1 2024 |
1,079
shares
|
$94,304
0.07% of portfolio
|
Q4 2023
New holding
|
|
Windsor Advisory Group, LLC
Columbus, OH |
May 09, 2024 Q1 2024 |
1,076
shares
|
$94,042
0.28% of portfolio
|
Q4 2022
New holding
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,041
shares
|
$90,983
0.0% of portfolio
|
Q4 2023
New holding
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,040
shares
|
$90,896
0.01% of portfolio
|
Q4 2022
Reduced 2.26%
|
|
Hwg Holdings LP
Houston, TX |
Jan 04, 2024 Q4 2023 |
1,037
shares
|
$90,633
0.04% of portfolio
|
Q4 2023
Reduced 92.11%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,012
shares
|
$88,448
0.05% of portfolio
|
Q2 2022
Reduced 90.83%
|