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 |
---|---|---|---|---|---|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 24, 2024 Q2 2024 |
44,860
shares
|
$4.12 Million
1.9% of portfolio
|
Q2 2024
Added 2.77%
|
|
Ltg Capital LLC
|
Aug 12, 2024 Q2 2024 |
44,394
shares
|
$4.08 Million
3.79% of portfolio
|
Q2 2024
Added 0.9%
|
|
Idaho Trust Bank
Boise, ID |
Aug 07, 2024 Q2 2024 |
44,140
shares
|
$4.05 Million
1.99% of portfolio
|
Q2 2024
New holding
|
|
9258 Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
44,024
shares
|
$4.04 Million
0.6% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 13, 2024 Q2 2024 |
44,000
shares
|
$4.04 Million
0.09% of portfolio
|
Q3 2023
New holding
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
43,493
shares
|
$3.99 Million
0.1% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
Cranbrook Wealth Management, LLC
|
Aug 09, 2024 Q2 2024 |
43,467
shares
|
$3.99 Million
0.94% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
42,661
shares
|
$3.92 Million
0.02% of portfolio
|
Q2 2024
Added 17.92%
|
|
Neumann Capital Management, LLC
|
Aug 09, 2024 Q2 2024 |
41,440
shares
|
$3.81 Million
1.26% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 15, 2024 Q2 2024 |
41,304
shares
|
$3.79 Million
3.12% of portfolio
|
Q2 2024
New holding
|
|
Umb Bank, N.A.
|
Jul 29, 2024 Q2 2024 |
41,279
shares
|
$3.79 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
41,197
shares
|
$3.78 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
40,663
shares
|
$3.73 Million
0.51% of portfolio
|
Q1 2023
New holding
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
38,937
shares
|
$3.58 Million
0.02% of portfolio
|
Q2 2023
Reduced 90.98%
|
|
Perfromance Wealth Partners, LLC
|
Jul 19, 2024 Q2 2024 |
38,850
shares
|
$3.57 Million
0.13% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
38,166
shares
|
$3.51 Million
0.06% of portfolio
|
Q2 2024
Added 30.07%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
37,894
shares
|
$3.48 Million
0.22% of portfolio
|
Q2 2024
Reduced 87.43%
|
|
Pacific Financial Group Inc
|
Aug 02, 2024 Q2 2024 |
37,656
shares
|
$3.46 Million
2.35% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
37,248
shares
|
$3.42 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.83%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
36,851
shares
|
$3.38 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
36,403
shares
|
$3.34 Million
1.48% of portfolio
|
Q2 2022
Reduced 2.89%
|
|
Financial Counselors Inc
|
Aug 01, 2024 Q2 2024 |
36,055
shares
|
$3.31 Million
0.05% of portfolio
|
Q2 2024
Added 4.93%
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2024 Q2 2024 |
35,041
shares
|
$3.22 Million
0.95% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
Ewg Elevate Inc.
|
Jul 15, 2024 Q2 2024 |
34,831
shares
|
$3.2 Million
1.21% of portfolio
|
Q2 2024
Added 1221.86%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
34,663
shares
|
$3.18 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.06%
|