iShares S&P Mid-Cap 400 Growth ETF (IJK) Institutional Ownership

$91.30

+1.64 (+1.83%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 381
Total Institutional Inflows (last 12 months): $856.52M

Number of Institutional Sellers (last 12 months): 297
Total Institutional Outflows (last 12 months): $359.86M

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IJK Institutional Buying and Selling by Quarter

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iShares S&P Mid-Cap 400 Growth ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Breakwater Capital Group	10,456	$921K	0.2%	+5.5%	0.010%
7/26/2024	WealthShield Partners LLC	13,503	$1.19M	0.2%	-1.3%	0.013%
7/26/2024	Harbour Investments Inc.	4,292	$378K	0.0%	-30.2%	0.004%
7/26/2024	Smith Shellnut Wilson LLC ADV	33,201	$2.93M	1.4%	-2.3%	0.031%
7/26/2024	Dearborn Partners LLC	11,471	$1.01M	0.0%	+9.6%	0.011%
7/26/2024	Saxony Capital Management LLC	20,671	$1.82M	2.0%	N/A	0.019%
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7/26/2024	Allspring Global Investments Holdings LLC	2,913	$257K	0.0%	+93.2%	0.003%
7/26/2024	Signature Estate & Investment Advisors LLC	43,493	$3.83M	0.1%	-5.4%	0.040%
7/26/2024	Bank of New York Mellon Corp	719,799	$63.42M	0.0%	+4.5%	0.670%
7/26/2024	Salomon & Ludwin LLC	233,419	$20.57M	2.3%	-24.3%	0.217%
7/26/2024	Patten Group Inc.	15,945	$1.41M	0.3%	+4.3%	0.015%
7/25/2024	Christopher J. Hasenberg Inc	248,984	$21.94M	9.9%	-23.4%	0.232%
7/25/2024	Capital Advisors Ltd. LLC	235,571	$20.76M	2.7%	-0.5%	0.219%
7/25/2024	AMG National Trust Bank	15,198	$1.34M	0.0%	+5.4%	0.014%
7/25/2024	Sigma Investment Counselors Inc.	6,153	$542K	0.0%	-9.7%	0.006%
7/25/2024	Clear Creek Financial Management LLC	153,856	$13.56M	1.6%	+26.8%	0.143%
7/25/2024	Yeomans Consulting Group Inc.	229,897	$20.26M	7.8%	N/A	0.214%
7/25/2024	Institute for Wealth Management LLC.	3,032	$267K	0.0%	-5.8%	0.003%
7/25/2024	Sterling Investment Counsel LLC	2,624	$231K	0.1%	-8.8%	0.002%
7/25/2024	RPS Advisory Solutions LLC	23,791	$2.10M	1.9%	N/A	0.022%
7/25/2024	First Merchants Corp	152,232	$13.41M	0.5%	-0.3%	0.142%
7/25/2024	Bank of Stockton	14,830	$1.31M	0.4%	-28.1%	0.014%
7/24/2024	Transcendent Capital Group LLC	533	$47K	0.0%	+262.6%	0.000%
7/24/2024	Slow Capital Inc.	28,001	$2.47M	0.4%	-43.4%	0.026%
7/24/2024	HMS Capital Management LLC	8,715	$768K	0.4%	-6.0%	0.008%
7/24/2024	Corundum Trust Company INC	22,184	$1.96M	5.7%	N/A	0.021%
7/24/2024	&PARTNERS	11,267	$993K	0.0%	+285.5%	0.010%
7/23/2024	LaFleur & Godfrey LLC	2,452	$216K	0.0%	N/A	0.002%
7/23/2024	Atlas Brown Inc.	13,666	$1.20M	0.4%	-28.8%	0.013%
7/23/2024	Griffin Asset Management Inc.	8,882	$783K	0.1%	-4.0%	0.008%
7/23/2024	Harbour Trust & Investment Management Co	6,144	$541K	0.1%	-1.9%	0.006%
7/23/2024	Concourse Financial Group Securities Inc.	2,545	$224K	0.0%	-20.4%	0.002%
7/23/2024	Courier Capital LLC	241,402	$21.27M	1.7%	+2.9%	0.225%
7/23/2024	Vicus Capital	16,674	$1.47M	0.1%	+5.2%	0.016%
7/23/2024	Fifth Third Wealth Advisors LLC	31,043	$2.74M	0.2%	+40.9%	0.029%
7/22/2024	Atria Wealth Solutions Inc.	109,631	$9.66M	0.1%	+66.8%	0.102%
7/22/2024	Fifth Third Bancorp	149,706	$13.19M	0.1%	-0.3%	0.139%
7/22/2024	Veracity Capital LLC	6,629	$584K	0.2%	-6.5%	0.006%
7/22/2024	Focus Financial Network Inc.	6,495	$594K	0.0%	-13.7%	0.006%
7/22/2024	Perfromance Wealth Partners LLC	38,850	$3.42M	0.1%	-5.5%	0.036%
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7/20/2024	First Citizens Bank & Trust Co.	11,045	$973K	0.0%	-7.2%	0.010%
7/20/2024	First Horizon Advisors Inc.	18,067	$1.59M	0.0%	-0.9%	0.017%
7/20/2024	Raymond James Financial Services Advisors Inc.	516,134	$45.48M	0.1%	-1.2%	0.480%
7/20/2024	Apollon Wealth Management LLC	210,948	$18.59M	0.6%	+959.2%	0.196%
7/20/2024	Platte River Wealth Advisors LLC	22,523	$1.99M	0.6%	-2.0%	0.021%
7/19/2024	MONECO Advisors LLC	17,419	$1.54M	0.2%	+1.2%	0.016%
7/19/2024	Ironwood Financial llc	30,026	$2.65M	0.6%	+2.0%	0.028%
7/19/2024	Raymond James & Associates	1,217,840	$107.30M	0.1%	+5.5%	1.133%
7/19/2024	Davis Investment Partners LLC	20,650	$1.88M	0.8%	-1.0%	0.019%
7/18/2024	Brookstone Capital Management	13,562	$1.24M	0.0%	+392.6%	0.013%
7/18/2024	Royal Fund Management LLC	118,277	$10.42M	0.8%	N/A	0.110%
7/18/2024	Cordatus Wealth Management LLC	50,373	$4.44M	1.7%	N/A	0.047%
7/18/2024	Silver Lake Advisory LLC	7,991	$704K	0.1%	N/A	0.007%
7/18/2024	Fiduciary Financial Group LLC	4,155	$389K	0.1%	N/A	0.004%
7/17/2024	SOA Wealth Advisors LLC.	119,625	$10.54M	2.1%	+0.5%	0.111%
7/17/2024	Montecito Bank & Trust	8,287	$730K	0.1%	-4.6%	0.008%
7/17/2024	Country Club Bank	12,963	$1.14M	0.1%	+1.1%	0.012%
7/17/2024	AdvisorNet Financial Inc	11,682	$1.03M	0.1%	-21.5%	0.011%
7/16/2024	Envestnet Portfolio Solutions Inc.	55,136	$4.86M	0.0%	+0.9%	0.051%
7/16/2024	GPS Wealth Strategies Group LLC	1,346	$119K	0.0%	+18.5%	0.001%
7/16/2024	Edmonds Duncan Registered Investment Advisors LLC	22,772	$2.01M	0.5%	-15.1%	0.021%
7/16/2024	Wealth Enhancement Advisory Services LLC	41,197	$3.63M	0.0%	-0.4%	0.038%
7/16/2024	Burke & Herbert Bank & Trust Co.	3,490	$308K	0.1%	N/A	0.003%
7/16/2024	EWG Elevate Inc.	34,831	$3.07M	1.1%	+1,221.9%	0.032%
7/16/2024	Roman Butler Fullerton & Co.	25,370	$2.23M	0.7%	+12.8%	0.024%
7/16/2024	JFS Wealth Advisors LLC	89,902	$7.92M	0.6%	+1.2%	0.084%
7/15/2024	Dynamic Advisor Solutions LLC	13,567	$1.20M	0.0%	+281.4%	0.013%
7/15/2024	Transform Wealth LLC	3,616	$319K	0.0%	-3.4%	0.003%
7/15/2024	Fifth Third Securities Inc.	28,008	$2.47M	0.2%	-2.3%	0.026%
7/15/2024	Stordahl Capital Management Inc.	26,830	$2.36M	0.6%	-5.5%	0.025%
7/15/2024	RFG Advisory LLC	4,256	$375K	0.0%	N/A	0.004%
7/15/2024	Sharp Financial Services LLC	41,304	$3.64M	3.1%	N/A	0.038%
7/15/2024	Perkins Coie Trust Co	51,310	$4.52M	1.1%	-2.8%	0.048%
7/13/2024	Retirement Planning Group LLC	29,047	$2.56M	0.2%	-11.2%	0.027%
7/13/2024	Mechanics Bank Trust Department	84,086	$7.41M	1.1%	+2.6%	0.078%
7/13/2024	Inspirion Wealth Advisors LLC	228,690	$20.15M	3.1%	+5.4%	0.213%
7/12/2024	Hyperion Partners LLC	7,848	$692K	0.5%	+6.0%	0.007%
7/12/2024	Sound Income Strategies LLC	6,669	$588K	0.0%	-1.9%	0.006%
7/12/2024	Compton Wealth Advisory Group LLC	8,254	$727K	0.2%	-2.8%	0.008%
7/12/2024	Maltin Wealth Management Inc.	25,389	$2.24M	1.2%	+8.6%	0.024%
7/12/2024	Wolff Wiese Magana LLC	1,825	$161K	0.1%	N/A	0.002%
7/12/2024	QRG Capital Management Inc.	2,459	$217K	0.0%	-13.5%	0.002%
7/12/2024	Register Financial Advisors LLC	1,950	$172K	0.1%	N/A	0.002%
7/12/2024	City Holding Co.	10,248	$903K	0.1%	+2.0%	0.010%
7/12/2024	CRA Financial Services LLC	5,640	$497K	0.1%	-3.4%	0.005%
7/11/2024	U.S. Capital Wealth Advisors LLC	8,256	$727K	0.0%	-11.5%	0.008%
7/11/2024	CX Institutional	12,439	$1.10M	0.1%	-3.3%	0.012%
7/11/2024	Smith Anglin Financial LLC	5,702	$502K	0.1%	-29.4%	0.005%
7/10/2024	Indiana Trust & Investment Management CO	4,139	$365K	0.1%	+280.1%	0.004%
7/10/2024	Atwood & Palmer Inc.	488	$43K	0.0%	N/A	0.000%
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7/10/2024	Triangle Securities Wealth Management	27,250	$2.40M	0.7%	+2.4%	0.025%
7/10/2024	Bennett Selby Investments LP	2,985	$263K	0.1%	-7.0%	0.003%
7/10/2024	Thomasville National Bank	3,369	$297K	0.0%	-4.0%	0.003%
7/10/2024	CWM LLC	12,459	$1.10M	0.0%	+17.6%	0.012%
7/9/2024	Fulton Bank N.A.	13,540	$1.19M	0.0%	+9.1%	0.013%
7/9/2024	Fragasso Financial Advisors Inc	2,977	$262K	0.0%	-8.3%	0.003%
7/9/2024	Mather Group LLC.	4,484	$409K	0.0%	+41.3%	0.004%
7/8/2024	Dentgroup LLC	5,562	$490K	0.4%	-4.2%	0.005%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	1,173	$103K	0.0%	N/A	0.001%
7/2/2024	Massmutual Trust Co. FSB ADV	14,266	$1.26M	0.0%	-15.1%	0.013%

(Data available from 1/1/2016 forward)

IJK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IJK shares?: During the previous two years, 727 institutional investors and hedge funds held shares of iShares S&P Mid-Cap 400 Growth ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($617.82M), Morgan Stanley ($476.01M), Bank of America Corp DE ($264.41M), FMR LLC ($254.06M), Captrust Financial Advisors ($229.65M), UBS Group AG ($164.38M), and Main Management ETF Advisors LLC ($163.69M).Learn more on IJK's institutional investors.
Which institutional investors have been buying iShares S&P Mid-Cap 400 Growth ETF stock?: Of the 588 institutional investors that purchased iShares S&P Mid-Cap 400 Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CFS Investment Advisory Services LLC ($7.41M), Captrust Financial Advisors ($1.65M), International Assets Investment Management LLC ($1.25M), Main Management ETF Advisors LLC ($1.24M), FMR LLC ($1.12M), USA Financial Formulas ($841.89K), and Midland Wealth Advisors LLC ($809.23K).
How much institutional buying is happening at iShares S&P Mid-Cap 400 Growth ETF?: Institutional investors have bought a total of 30,384,145 shares in the last 24 months. This purchase volume represents approximately $2.15B in transactions.

Which iShares S&P Mid-Cap 400 Growth ETF major shareholders have been selling company stock?: Of the 427 institutional investors that sold iShares S&P Mid-Cap 400 Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CFS Investment Advisory Services LLC ($5.01M), Envestnet Asset Management Inc. ($1.14M), Wells Fargo & Company MN ($1.02M), Tiedemann Advisors LLC ($708.55K), Smith Anglin Financial LLC ($540.64K), SRS Capital Advisors Inc. ($529.92K), and D.A. Davidson & CO. ($444.73K).
How much institutional selling is happening at iShares S&P Mid-Cap 400 Growth ETF?: Institutional investors have sold a total of 15,965,929 shares in the last 24 months. This volume of shares sold represents approximately $1.11B in transactions.