Who owns iShares S&P MidCap 400 Growth?
- Ticker: IJK
- CUSIP Number: 464287606
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P MidCap 400 Growth with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares S&P MidCap 400 Growth stock
Who bought or sold iShares S&P MidCap 400 Growth this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wells Fargo & Company | 7.3M | $662M | -7% | Mar 2024 |
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| Morgan Stanley | 6.7M | $608M | 1% | Mar 2024 |
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| FMR | 3.8M | $346M | 8% | Mar 2024 |
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| Bank of America Corporation | 3.5M | $322M | -5% | Mar 2024 |
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| Goldman Sachs Group | 3.4M | $311M | -1% | Mar 2024 |
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| Main Management ETF Advisors | 2.8M | $220M | 8% | Dec 2023 |
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| Captrust Financial Advisors | 2.5M | $230M | 13% | Mar 2024 |
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| UBS Group | 2.2M | $197M | 4% | Mar 2024 |
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| Pnc Financial Services | 1.9M | $176M | 0% | Mar 2024 |
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| Envestnet Asset Management | 1.6M | $143M | -2% | Mar 2024 |
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| Financial Engines Advisors L.L.C | 1.6M | $142M | -6% | Mar 2024 |
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| Ameriprise Financial | 1.4M | $127M | -6% | Mar 2024 |
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| LPL Financial | 1.2M | $107M | 22% | Mar 2024 |
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| Raymond James & Associates | 1.2M | $105M | 16% | Mar 2024 |
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| D.A. Davidson & Co. | 983k | $90M | -1% | Mar 2024 |
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| Northern Trust | 911k | $83M | 13% | Mar 2024 |
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| Main Management | 839k | $67M | 1% | Dec 2023 |
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| Midland Wealth Advisors | 830k | $76M | 3% | Mar 2024 |
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| Jpmorgan Chase & Co | 819k | $75M | -4% | Mar 2024 |
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| MAI Wealth Advisors | 767k | $70M | 1% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 763k | $70M | -4% | Mar 2024 |
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| Modern Wealth Management | 755k | $68M | 100% | Mar 2024 |
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| Commonwealth Equity Services | 733k | $67M | -12% | Mar 2024 |
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| Bank of New York Mellon | 689k | $63M | -4% | Mar 2024 |
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| Royal Bank of Canada | 666k | $61M | 20% | Mar 2024 |
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| Keybank National Association | 613k | $56M | -2% | Mar 2024 |
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| Willis Johnson & Associates | 608k | $55M | 1% | Mar 2024 |
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| Bank Of Montreal | 586k | $54M | -5% | Mar 2024 |
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| Raymond James Financial Services Advisors | 522k | $48M | -3% | Mar 2024 |
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| Branch Banking & Trust Company | 500k | $46M | -6% | Mar 2024 |
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| Bank Of Oklahoma National Association / | 488k | $44M | -2% | Mar 2024 |
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| HighTower Advisors | 486k | $44M | 7% | Mar 2024 |
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| Lido Advisors | 480k | $44M | 89% | Mar 2024 |
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| Joel Isaacson & Co | 480k | $44M | 2% | Mar 2024 |
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| HPM Partners | 455k | $42M | 1% | Mar 2024 |
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| Regions Bank | 448k | $41M | -2% | Mar 2024 |
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| Steward Partners Investment Advisory | 329k | $30M | 20% | Mar 2024 |
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| Christopher J. Hasenberg | 325k | $30M | 100% | Mar 2024 |
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| Mariner Wealth Advisors | 323k | $30M | 21% | Mar 2024 |
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| AlTi Global | 310k | $28M | -3% | Mar 2024 |
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| Salomon & Ludwin | 308k | $28M | -2% | Mar 2024 |
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| Pensionmark Financial Group | 301k | $28M | -24% | Mar 2024 |
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| Savant Capital Management | 286k | $26M | -2% | Mar 2024 |
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| Advisor Group Holdings | 257k | $24M | -28% | Mar 2024 |
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| Rockefeller Capital Management | 246k | $19M | 4% | Dec 2023 |
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| Northern Oak Capital Management | 241k | $22M | -13% | Mar 2024 |
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| Capital Advisors | 237k | $22M | 1% | Mar 2024 |
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| Courier Capital Corp | 235k | $21M | 0% | Mar 2024 |
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| Stifel Financial | 232k | $21M | -5% | Mar 2024 |
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| SPC Financial | 227k | $21M | 0% | Mar 2024 |
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| Jmac Enterprises | 222k | $20M | 7% | Mar 2024 |
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| Integrys Wealth Advisors | 217k | $20M | 2% | Mar 2024 |
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| Brian McDonald | 207k | $19M | -5% | Mar 2024 |
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| Baird Financial | 193k | $15M | 4% | Dec 2023 |
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| Kestra Advisory Services | 185k | $15M | 46% | Dec 2023 |
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| Cassaday & Co Wealth Management | 184k | $17M | -1% | Mar 2024 |
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| Hudson Capital Management | 183k | $17M | -1% | Mar 2024 |
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| Duff & Phelps Investment Management | 174k | $14M | 0% | Dec 2023 |
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| Creative Planning | 165k | $15M | -8% | Mar 2024 |
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| Integrated Wealth Concepts | 162k | $15M | -1% | Mar 2024 |
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| Yale Capital Corp. | 162k | $15M | 0% | Mar 2024 |
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| Blue Edge Capital | 162k | $15M | 4% | Mar 2024 |
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| Sterling Financial Planning | 159k | $15M | 0% | Mar 2024 |
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| First Merchants Bank, National Association | 153k | $14M | -17% | Mar 2024 |
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| Ifrah Financial Services | 152k | $14M | 0% | Mar 2024 |
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| Fifth Third Bancorp | 150k | $14M | -11% | Mar 2024 |
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| Us Bancorp | 149k | $14M | 19% | Mar 2024 |
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| GHP Investment Advisors | 148k | $14M | -1% | Mar 2024 |
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| Cullen Frost Bankers | 137k | $13M | 12% | Mar 2024 |
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| Clear Creek Financial Management | 121k | $11M | -27% | Mar 2024 |
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| SOA Wealth Advisors | 119k | $11M | -2% | Mar 2024 |
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| Etfidea | 117k | $11M | 0% | Mar 2024 |
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| Hsbc Holdings | 111k | $8.8M | 0% | Dec 2023 |
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| Huntington National Bank | 107k | $9.7M | 4% | Mar 2024 |
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| SJA Financial Advisory | 106k | $9.7M | -1% | Mar 2024 |
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| Greenup Street Wealth Management | 103k | $9.4M | -15% | Mar 2024 |
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| Citigroup | 102k | $9.3M | 8% | Mar 2024 |
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| Wintrust Financial Corporation | 95k | $8.7M | 0% | Mar 2024 |
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| Callan Family Office | 92k | $8.3M | 0% | Mar 2024 |
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| Associated Banc- | 91k | $8.3M | 2% | Mar 2024 |
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| Private Advisor | 90k | $8.2M | -2% | Mar 2024 |
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| JFS Wealth Advisors | 89k | $8.1M | 22% | Mar 2024 |
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| Greenleaf Trust | 88k | $8.0M | -6% | Mar 2024 |
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| Cambridge Investment Research Advisors | 83k | $7.6M | -55% | Mar 2024 |
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| Mechanics Bank Trust Department / The Mechanics Bank | 82k | $7.5M | 0% | Mar 2024 |
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| First Personal Financial Services | 82k | $7.4M | -2% | Mar 2024 |
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| Wsfs Capital Management | 81k | $7.4M | -2% | Mar 2024 |
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| Goelzer Investment Management | 79k | $7.2M | -2% | Mar 2024 |
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| Coldstream Capital Management | 78k | $6.2M | -2% | Dec 2023 |
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| JNBA Financial Advisors | 78k | $7.1M | -3% | Mar 2024 |
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| First Hawaiian Bank | 77k | $7.0M | -18% | Mar 2024 |
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| Colony | 76k | $7.0M | 626% | Mar 2024 |
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| CI Private Wealth | 76k | $6.9M | -34% | Mar 2024 |
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| Centerpoint Advisors | 76k | $6.9M | -3% | Mar 2024 |
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| Oldfather Financial Services | 71k | $6.5M | 2% | Mar 2024 |
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| Moneta Group Investment Advisors | 71k | $5.6M | 5% | Dec 2023 |
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| First Citizens Financial Corp | 70k | $5.6M | -4% | Dec 2023 |
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| Thrivent Financial for Lutherans | 68k | $6.2M | 304% | Mar 2024 |
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| Rodgers & Associates | 67k | $6.1M | -7% | Mar 2024 |
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| Atria Wealth Solutions | 66k | $6.0M | 4% | Mar 2024 |
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| M^T Bank Corporation | 65k | $5.9M | 3% | Mar 2024 |
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| Sigma Planning | 65k | $5.9M | 143% | Mar 2024 |
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| GW & Wade | 63k | $5.0M | 1% | Dec 2023 |
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| Guidance Point Advisors | 62k | $5.7M | 0% | Mar 2024 |
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| Sandy Spring Bank | 61k | $5.6M | 30% | Mar 2024 |
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| Sunbelt Securities | 60k | $5.5M | 7% | Mar 2024 |
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| We Are One Seven | 59k | $4.7M | 100% | Dec 2023 |
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| AE Wealth Management | 58k | $5.3M | -39% | Mar 2024 |
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| HB Wealth Management | 58k | $5.3M | 5% | Mar 2024 |
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| EP Wealth Advisors | 56k | $4.4M | 1% | Dec 2023 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 55k | $5.0M | -2% | Mar 2024 |
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| H D Vest Advisory Services | 55k | $5.0M | -1% | Mar 2024 |
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| Envestnet Portfolio Solutions | 55k | $5.0M | -37% | Mar 2024 |
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| Becker Capital Management | 54k | $4.9M | 0% | Mar 2024 |
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| Perkins Coie Trust | 53k | $4.8M | -1% | Mar 2024 |
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| Tritonpoint Wealth | 51k | $3.7M | 4% | Mar 2024 |
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| Ashton Thomas Private Wealth | 50k | $4.6M | -2% | Mar 2024 |
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| Slow Capital | 50k | $4.5M | 0% | Mar 2024 |
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| McAlister, Sweet & Associates | 49k | $3.9M | 9% | Dec 2023 |
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| Regency Capital Management | 49k | $4.4M | 0% | Mar 2024 |
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| Janney Montgomery Scott | 47k | $4.3M | 0% | Mar 2024 |
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| Signature Estate and Investment Advisors | 46k | $4.2M | -16% | Mar 2024 |
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| 9258 Wealth Management | 45k | $4.1M | -3% | Mar 2024 |
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| Cranbrook Wealth Management | 45k | $4.1M | -9% | Mar 2024 |
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| Circle Wealth Management | 44k | $3.5M | 0% | Dec 2023 |
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| LTG Capital | 44k | $4.1M | -1% | Mar 2024 |
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| BKM Wealth Management | 44k | $4.0M | 0% | Mar 2024 |
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| Neumann Capital Management | 42k | $3.9M | -1% | Mar 2024 |
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| Umb Bank N A | 42k | $3.8M | -3% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 41k | $3.8M | 10% | Mar 2024 |
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| Perfromance Wealth Partners | 41k | $3.8M | -10% | Mar 2024 |
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| Global Retirement Partners | 41k | $3.7M | 22% | Mar 2024 |
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| Pathstone Holdings | 40k | $3.6M | 5% | Mar 2024 |
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| Pacific Financial Group | 39k | $3.5M | 2% | Mar 2024 |
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| Flow Traders US | 39k | $3.5M | 100% | Mar 2024 |
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| Financial Advocates Investment Management | 38k | $3.5M | -4% | Mar 2024 |
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| Susquehanna International | 37k | $3.4M | -50% | Mar 2024 |
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| DDFG | 36k | $3.3B | -45% | Mar 2024 |
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| Mercer Global Advisors | 35k | $3.4M | -1% | Mar 2024 |
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| Financial Counselors | 34k | $3.1M | 0% | Mar 2024 |
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| Trail Ridge Investment Advisors | 34k | $3.1M | 4% | Mar 2024 |
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| Embree Financial Group | 34k | $3.1M | 0% | Mar 2024 |
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| Smith Shellnut Wilson | 34k | $3.1M | -3% | Mar 2024 |
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| Retirement Planning Group | 33k | $3.0M | -1% | Mar 2024 |
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| Soltis Investment Advisors | 33k | $3.0M | 5% | Mar 2024 |
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| Commerce Bank N A | 32k | $2.9M | -1% | Mar 2024 |
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| Segment Wealth Management | 32k | $2.9M | 0% | Mar 2024 |
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| Dumont & Blake Investment Advisors | 32k | $2.9M | 0% | Mar 2024 |
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| Honkamp Krueger Financial Services | 31k | $2.9M | -13% | Mar 2024 |
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| Watchman Group | 31k | $2.9M | 28% | Mar 2024 |
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| William Blair $ Company | 31k | $2.8M | 1% | Mar 2024 |
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| Bessemer | 30k | $2.4M | -7% | Dec 2023 |
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| Dorsey Wright & Associates | 30k | $2.7M | -17% | Mar 2024 |
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| Fifth Third Securities | 29k | $2.6M | -9% | Mar 2024 |
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| Csenge Advisory Group | 27k | $2.5M | -18% | Mar 2024 |
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| Sandler Capital Management | 23k | $2.1M | -54% | Mar 2024 |
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| Concurrent Investment Advisors | 17k | $1.5M | -88% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 9.3k | $851k | -78% | Mar 2024 |
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| SRS Capital Advisors | 8.8k | $695k | -97% | Dec 2023 |
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| ProVise Management Group | 8.1k | $736k | -77% | Mar 2024 |
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| Mutual Advisors | 6.3k | $573k | -88% | Mar 2024 |
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| Pinkerton Retirement Specialists | 4.9k | $443k | -99% | Mar 2024 |
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| Townsquare Capital | 3.9k | $360k | -90% | Mar 2024 |
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Who sold out of iShares S&P MidCap 400 Growth?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| USA Financial Portformulas | Dec 2023 | 842k | $67M |
| Camarda Wealth Advisory | Dec 2023 | 139k | $11M |
| McMahon Financial Advisors | Dec 2023 | 77k | $6.1M |
| Dohj | Dec 2023 | 61k | $4.8M |
| Idaho Trust Bank | Dec 2023 | 46k | $3.6M |