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 907 institutions that hold shares in the stock, with a total of 74 Million shares, which have been reported (via 13F filing form) to have a value of $6.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
62,658
shares
|
$5.75 Million
0.16% of portfolio
|
Q4 2023
Added 1.12%
|
|
Norden Group LLC
Provo, UT |
Aug 06, 2024 Q2 2024 |
62,362
shares
|
$5.73 Million
1.11% of portfolio
|
Q2 2024
New holding
|
|
Guidance Point Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
62,101
shares
|
$5.7 Million
1.74% of portfolio
|
Q2 2024
Added 0.14%
|
|
M&T Bank Corp
|
Jul 31, 2024 Q2 2024 |
62,053
shares
|
$5.7 Million
0.02% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
60,708
shares
|
$5.58 Million
0.04% of portfolio
|
Q2 2024
Added 10.84%
|
|
Asset Management Group, Inc.
Stamford, CT |
Aug 13, 2024 Q2 2024 |
59,850
shares
|
$5.5 Million
0.81% of portfolio
|
Q2 2024
Added 0.09%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
59,832
shares
|
$5.49 Million
0.59% of portfolio
|
Q2 2024
Added 0.12%
|
|
Hb Wealth Management, LLC
|
Jul 26, 2024 Q2 2024 |
59,532
shares
|
$5.47 Million
0.06% of portfolio
|
Q2 2024
Added 3.17%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
58,021
shares
|
$5.33 Million
0.16% of portfolio
|
Q2 2024
Added 41.95%
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jul 02, 2024 Q2 2024 |
57,438
shares
|
$5.28 Million
3.73% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
57,036
shares
|
$5.24 Million
0.05% of portfolio
|
Q2 2024
Added 4.34%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
55,136
shares
|
$5.06 Million
0.02% of portfolio
|
Q2 2024
Added 0.88%
|
|
First Hawaiian Bank
|
Jul 02, 2024 Q2 2024 |
55,003
shares
|
$5.05 Million
0.17% of portfolio
|
Q2 2024
Reduced 28.14%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
54,634
shares
|
$5.02 Million
0.14% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
Fulton Breakefield Broenniman LLC
|
Aug 07, 2024 Q2 2024 |
54,372
shares
|
$4.99 Million
0.36% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
Becker Capital Management Inc
|
Aug 13, 2024 Q2 2024 |
53,772
shares
|
$4.94 Million
0.16% of portfolio
|
Q1 2023
New holding
|
|
Perkins Coie Trust CO
|
Jul 12, 2024 Q2 2024 |
51,310
shares
|
$4.71 Million
1.09% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
Regency Capital Management Inc.\De
|
Aug 20, 2024 Q2 2024 |
50,508
shares
|
$4.64 Million
3.17% of portfolio
|
Q2 2024
Added 4.19%
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Jul 18, 2024 Q2 2024 |
50,373
shares
|
$4.63 Million
1.66% of portfolio
|
Q2 2024
New holding
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
50,312
shares
|
$4.62 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Aug 12, 2024 Q2 2024 |
50,068
shares
|
$4.6 Million
0.42% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
Brightwater Advisory LLC
Tampa, FL |
Sep 10, 2024 Q2 2024 |
50,052
shares
|
$4.6 Million
3.41% of portfolio
|
Q2 2024
New holding
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
46,673
shares
|
$4.29 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
46,166
shares
|
$4.24 Million
0.15% of portfolio
|
Q2 2024
Added 76.66%
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
45,380
shares
|
$4.17 Million
0.09% of portfolio
|
Q2 2024
Added 327.11%
|