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 865 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 $6.23 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
121,362
shares
|
$10.7 Million
1.44% of portfolio
|
Q1 2024
Reduced 27.19%
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
119,038
shares
|
$10.5 Million
2.27% of portfolio
|
Q1 2024
Reduced 2.07%
|
|
Etfidea, LLC
Syracuse, NY |
May 03, 2024 Q1 2024 |
117,087
shares
|
$10.3 Million
3.64% of portfolio
|
Q1 2024
Added 0.22%
|
|
Hsbc Holdings PLC
London, X0 |
May 15, 2024 Q1 2024 |
110,416
shares
|
$9.73 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
106,498
shares
|
$9.38 Million
0.08% of portfolio
|
Q1 2024
Added 4.01%
|
|
Sja Financial Advisory, LLC
|
May 10, 2024 Q1 2024 |
105,774
shares
|
$9.32 Million
7.08% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
Greenup Street Wealth Management LLC
|
May 06, 2024 Q1 2024 |
103,287
shares
|
$9.1 Million
2.82% of portfolio
|
Q1 2024
Reduced 14.89%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 14, 2024 Q1 2024 |
102,732
shares
|
$9.05 Million
0.26% of portfolio
|
Q1 2024
Reduced 2.84%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
102,030
shares
|
$8.99 Million
0.01% of portfolio
|
Q1 2024
Added 7.75%
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 08, 2024 Q1 2024 |
95,206
shares
|
$8.39 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
Callan Family Office, LLC
Radnor, PA |
May 08, 2024 Q1 2024 |
91,469
shares
|
$8.06 Million
1.96% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2024 Q1 2024 |
90,790
shares
|
$8 Million
0.26% of portfolio
|
Q1 2024
Added 2.0%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
90,169
shares
|
$7.94 Million
0.06% of portfolio
|
Q1 2024
Reduced 1.58%
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
88,848
shares
|
$7.83 Million
0.64% of portfolio
|
Q1 2024
Added 21.71%
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 29, 2024 Q1 2024 |
87,450
shares
|
$7.71 Million
0.07% of portfolio
|
Q1 2024
Reduced 5.66%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
86,022
shares
|
$7.58 Million
0.42% of portfolio
|
Q1 2024
Added 44.79%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
82,866
shares
|
$7.3 Million
0.03% of portfolio
|
Q1 2024
Reduced 54.69%
|
|
Mechanics Bank Trust Department
|
Apr 12, 2024 Q1 2024 |
81,936
shares
|
$7.22 Million
1.11% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
First Personal Financial Services
|
Apr 25, 2024 Q1 2024 |
81,470
shares
|
$7.18 Million
1.73% of portfolio
|
Q1 2024
Reduced 2.38%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 01, 2024 Q1 2024 |
81,312
shares
|
$7.16 Million
0.41% of portfolio
|
Q1 2024
Reduced 2.38%
|
|
Goelzer Investment Management, Inc.
|
May 01, 2024 Q1 2024 |
79,246
shares
|
$6.98 Million
0.41% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
Jnba Financial Advisors
|
Apr 26, 2024 Q1 2024 |
78,320
shares
|
$6.9 Million
0.75% of portfolio
|
Q1 2024
Reduced 3.41%
|
|
Coldstream Capital Management Inc
|
May 13, 2024 Q1 2024 |
76,683
shares
|
$6.76 Million
0.18% of portfolio
|
Q1 2024
Reduced 2.12%
|
|
First Hawaiian Bank
|
Apr 05, 2024 Q1 2024 |
76,543
shares
|
$6.74 Million
0.22% of portfolio
|
Q1 2024
Reduced 18.08%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
75,840
shares
|
$6.68 Million
0.01% of portfolio
|
Q1 2024
Reduced 34.32%
|