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 |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
112
shares
|
$10,259
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
112
shares
|
$10,259
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
111
shares
|
$10,167
0.01% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
100
shares
|
$9,160
0.0% of portfolio
|
Q3 2023
Reduced 77.88%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
96
shares
|
$8,793
0.0% of portfolio
|
Q2 2021
Reduced 45.45%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
94
shares
|
$8,610
0.0% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
94
shares
|
$8,610
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
93
shares
|
$8,518
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
90
shares
|
$8,244
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
88
shares
|
$8,060
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
87
shares
|
$7,969
0.0% of portfolio
|
Q1 2024
Added 1.16%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
84
shares
|
$7,694
0.0% of portfolio
|
Q3 2024
Reduced 81.54%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
72
shares
|
$6,595
0.01% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
72
shares
|
$6,595
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
71
shares
|
$6,503
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
62
shares
|
$5,679
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
62
shares
|
$5,679
0.0% of portfolio
|
Q3 2024
Reduced 49.59%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
60
shares
|
$5,496
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
60
shares
|
$5,496
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
48
shares
|
$4,396
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
40
shares
|
$3,664
0.0% of portfolio
|
Q1 2022
Reduced 44.44%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
40
shares
|
$3,664
0.0% of portfolio
|
Q2 2024
Reduced 69.47%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
31
shares
|
$2,839
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
30
shares
|
$2,748
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
29
shares
|
$2,656
0.0% of portfolio
|
Q2 2024
New holding
|