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 933 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 $6.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
210
shares
|
$19,645
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
208
shares
|
$19,458
0.0% of portfolio
|
Q2 2022
Reduced 27.78%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
204
shares
|
$19,084
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
198
shares
|
$18,522
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
188
shares
|
$17,587
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
180
shares
|
$16,839
0.0% of portfolio
|
Q4 2020
Added 6.51%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
174
shares
|
$16,277
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
172
shares
|
$16,090
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
166
shares
|
$15,529
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
160
shares
|
$14,968
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
160
shares
|
$14,968
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
160
shares
|
$14,968
0.01% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
153
shares
|
$14,313
0.0% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
148
shares
|
$13,845
0.0% of portfolio
|
Q4 2022
Reduced 22.51%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
142
shares
|
$13,284
0.0% of portfolio
|
Q2 2024
Reduced 95.55%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
140
shares
|
$13,097
0.0% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
137
shares
|
$12,816
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
136
shares
|
$12,722
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
132
shares
|
$12,348
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
124
shares
|
$11,600
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
120
shares
|
$11,226
0.0% of portfolio
|
Q3 2024
Reduced 69.85%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
115
shares
|
$10,758
0.01% of portfolio
|
Q1 2024
Reduced 87.7%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
112
shares
|
$10,477
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
112
shares
|
$10,477
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
111
shares
|
$10,384
0.01% of portfolio
|
Q3 2024
Added 0.91%
|