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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
91,844
shares
|
$8.41 Million
0.57% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
90,482
shares
|
$8.29 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
87,652
shares
|
$8.03 Million
0.2% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
86,075
shares
|
$7.88 Million
0.43% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
86,000
shares
|
$7.88 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
84,536
shares
|
$7.74 Million
1.04% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
81,193
shares
|
$7.44 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
80,240
shares
|
$7.35 Million
0.08% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
80,137
shares
|
$7.34 Million
0.01% of portfolio
|
Q3 2024
Added 14.98%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
79,914
shares
|
$7.32 Million
0.88% of portfolio
|
Q3 2024
Added 23.89%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
75,160
shares
|
$6.88 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
72,447
shares
|
$6.64 Million
0.08% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
72,067
shares
|
$6.6 Million
0.37% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
71,409
shares
|
$6.54 Million
0.01% of portfolio
|
Q3 2024
Added 291.56%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
71,295
shares
|
$6.53 Million
2.28% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
71,276
shares
|
$6.53 Million
0.92% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
70,348
shares
|
$6.44 Million
0.2% of portfolio
|
Q3 2024
Added 21.25%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
70,099
shares
|
$6.42 Million
2.48% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
69,879
shares
|
$6.4 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
69,230
shares
|
$6.34 Million
3.38% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
67,475
shares
|
$6.18 Million
0.73% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
65,130
shares
|
$5.97 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
63,437
shares
|
$5.81 Million
0.04% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
62,658
shares
|
$5.74 Million
0.16% of portfolio
|
Q4 2023
Added 1.12%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
62,301
shares
|
$5.71 Million
0.02% of portfolio
|
Q3 2024
Added 0.4%
|