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 |
---|---|---|---|---|---|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
27,643
shares
|
$2.44 Million
0.06% of portfolio
|
Q1 2024
Reduced 3.62%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
27,393
shares
|
$2.41 Million
0.08% of portfolio
|
Q1 2024
Added 1.05%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
27,148
shares
|
$2.39 Million
0.15% of portfolio
|
Q1 2024
Added 52107.69%
|
|
United Bank
Vienna, VA |
May 13, 2024 Q1 2024 |
26,919
shares
|
$2.37 Million
0.29% of portfolio
|
Q1 2024
Added 47.03%
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
26,856
shares
|
$2.37 Million
0.14% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
26,831
shares
|
$2.36 Million
0.6% of portfolio
|
Q1 2024
Added 1.24%
|
|
Triangle Securities Wealth Management
|
Apr 10, 2024 Q1 2024 |
26,622
shares
|
$2.35 Million
0.7% of portfolio
|
Q1 2024
Added 2.17%
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
26,132
shares
|
$2.3 Million
0.09% of portfolio
|
Q1 2024
Reduced 2.75%
|
|
Ullmann Wealth Partners Group, LLC
|
May 10, 2024 Q1 2024 |
24,983
shares
|
$2.2 Million
0.34% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
24,730
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2024
Added 3.7%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
24,122
shares
|
$2.13 Million
0.05% of portfolio
|
Q1 2024
Added 11.13%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
23,879
shares
|
$2.1 Million
0.04% of portfolio
|
Q1 2024
Reduced 6.32%
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 18, 2024 Q1 2024 |
23,749
shares
|
$2.09 Million
0.81% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
Maltin Wealth Management, Inc.
|
Apr 15, 2024 Q1 2024 |
23,374
shares
|
$2.06 Million
1.31% of portfolio
|
Q1 2024
Added 14.61%
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
23,271
shares
|
$2.05 Million
0.07% of portfolio
|
Q1 2024
Added 0.06%
|
|
Sandler Capital Management
New York, NY |
May 15, 2024 Q1 2024 |
23,000
shares
|
$2.03 Million
0.16% of portfolio
|
Q1 2024
Reduced 54.0%
|
|
Platte River Wealth Advisors, LLC
|
Apr 23, 2024 Q1 2024 |
22,971
shares
|
$2.02 Million
0.6% of portfolio
|
Q1 2024
Reduced 5.63%
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 23, 2023 Q3 2023 |
22,792
shares
|
$2.01 Million
4.92% of portfolio
|
Q3 2023
Reduced 16.49%
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
22,562
shares
|
$1.99 Million
0.3% of portfolio
|
Q3 2023
Reduced 1.41%
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
22,500
shares
|
$1.98 Million
1.0% of portfolio
|
Q4 2023
Added 2.04%
|
|
Roman Butler Fullerton & CO
|
Apr 29, 2024 Q1 2024 |
22,490
shares
|
$1.98 Million
0.74% of portfolio
|
Q1 2024
New holding
|
|
Alesco Advisors LLC
Pittsford, NY |
May 10, 2024 Q1 2024 |
22,352
shares
|
$1.97 Million
0.07% of portfolio
|
Q1 2023
Reduced 8.96%
|
|
Natixis Advisors, L.P.
Boston, MA |
Apr 25, 2024 Q1 2024 |
22,321
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2024
Added 16.44%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
22,255
shares
|
$1.96 Million
0.03% of portfolio
|
Q1 2024
Added 11.28%
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 15, 2024 Q1 2024 |
22,025
shares
|
$1.94 Million
0.31% of portfolio
|
Q1 2024
New holding
|