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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
720
shares
|
$65,952
0.01% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
715
shares
|
$65,493
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
700
shares
|
$64,119
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
700
shares
|
$64,119
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
698
shares
|
$63,936
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
694
shares
|
$63,570
0.01% of portfolio
|
Q1 2024
Reduced 28.45%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
680
shares
|
$62,287
0.0% of portfolio
|
Q1 2024
Reduced 37.04%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
674
shares
|
$61,738
0.02% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
656
shares
|
$60,089
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
650
shares
|
$59,539
0.0% of portfolio
|
Q2 2024
Reduced 41.76%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
626
shares
|
$57,341
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
625
shares
|
$57,250
0.0% of portfolio
|
Q1 2022
Reduced 52.83%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
608
shares
|
$55,692
0.02% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
600
shares
|
$54,960
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
595
shares
|
$54,502
0.03% of portfolio
|
Q3 2021
Reduced 23.72%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
571
shares
|
$52,303
0.01% of portfolio
|
Q3 2024
Added 100.35%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
560
shares
|
$51,296
0.02% of portfolio
|
Q4 2023
Reduced 41.36%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
501
shares
|
$45,891
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
500
shares
|
$45,800
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
495
shares
|
$45,342
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
488
shares
|
$44,700
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
476
shares
|
$43,601
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
472
shares
|
$43,235
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
467
shares
|
$42,777
0.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
454
shares
|
$41,586
0.02% of portfolio
|
Q3 2024
Added 0.22%
|