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 |
---|---|---|---|---|---|
Rice Partnership, LLC
|
May 15, 2024 Q1 2024 |
694
shares
|
$60,655
0.02% of portfolio
|
Q1 2024
Reduced 28.45%
|
|
Washington Trust CO
|
Apr 23, 2024 Q1 2024 |
680
shares
|
$59,432
0.0% of portfolio
|
Q1 2024
Reduced 37.04%
|
|
Thompson Investment Management, Inc.
|
Apr 12, 2024 Q1 2024 |
656
shares
|
$57,334
0.01% of portfolio
|
Q1 2023
New holding
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
625
shares
|
$54,625
0.0% of portfolio
|
Q1 2022
Reduced 52.83%
|
|
Milestone Investment Advisors LLC
Middleton, WI |
May 14, 2024 Q1 2024 |
608
shares
|
$53,139
0.01% of portfolio
|
Q4 2022
New holding
|
|
Psi Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
596
shares
|
$52,090
0.02% of portfolio
|
Q1 2024
Reduced 4.49%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
595
shares
|
$52,003
0.03% of portfolio
|
Q3 2021
Reduced 23.72%
|
|
Steph & CO
|
Apr 12, 2024 Q1 2024 |
560
shares
|
$48,944
0.02% of portfolio
|
Q4 2023
Reduced 41.36%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Apr 30, 2024 Q1 2024 |
500
shares
|
$43,700
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2024 Q1 2024 |
495
shares
|
$43,263
0.0% of portfolio
|
Q4 2022
New holding
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
May 07, 2024 Q1 2024 |
475
shares
|
$41,515
0.01% of portfolio
|
Q2 2023
New holding
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
472
shares
|
$41,252
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 01, 2024 Q1 2024 |
465
shares
|
$40,641
0.02% of portfolio
|
Q4 2023
New holding
|
|
Rise Advisors, LLC
|
Apr 09, 2024 Q1 2024 |
452
shares
|
$39,504
0.02% of portfolio
|
Q4 2023
Added 0.67%
|
|
Armor Investment Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
440
shares
|
$38,456
0.02% of portfolio
|
Q1 2023
Reduced 47.62%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
420
shares
|
$36,708
0.0% of portfolio
|
Q4 2022
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
412
shares
|
$36,008
0.01% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
400
shares
|
$34,960
0.0% of portfolio
|
Q1 2024
Added 39.37%
|
|
Mechanics Financial Corp
|
May 03, 2024 Q1 2024 |
398
shares
|
$34,785
0.02% of portfolio
|
Q4 2023
Reduced 25.75%
|
|
Hanson & Doremus Investment Management
|
Apr 22, 2024 Q1 2024 |
396
shares
|
$34,610
0.01% of portfolio
|
Q3 2021
Added 300.0%
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 03, 2024 Q2 2024 |
392
shares
|
$34,260
0.03% of portfolio
|
Q4 2023
New holding
|
|
Capital Investment Counsel, Inc
|
May 01, 2024 Q1 2024 |
392
shares
|
$34,260
0.01% of portfolio
|
Q3 2023
New holding
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 10, 2024 Q1 2024 |
370
shares
|
$32,338
0.02% of portfolio
|
Q4 2023
New holding
|
|
Palouse Capital Management, Inc.
|
May 15, 2024 Q1 2024 |
368
shares
|
$32,163
0.02% of portfolio
|
Q1 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
348
shares
|
$30,415
0.0% of portfolio
|
Q1 2024
New holding
|