IJK Institutional Ownership
iShares S&P Mid-Cap 400 Growth ETF
1W: +1.1%
1M: -0.1%
3M: -3.6%
YTD: +13.6%
1Y: +16.6%
3Y: +58.0%
5Y: +42.5%
$111.80
+0.95 (+0.86%)
Weekly Expected Move ±1.6%
$108
$110
$112
$114
$115
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IJK
1,041
Institutional Holders
+52 vs prior quarter
0.0%
Ownership
+0.00pp
8B
Total Invested
108
New Positions
225
Increased
369
Reduced
43
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1083 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 7,365,748 | 823M | -423,843 | -5.4% | 60Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 5,894,027 | 659M | +25,663 | +0.4% | 100Q | SEC ↗ |
| 3 | FMR LLC | 4,492,033 | 502M | -108,531 | -2.4% | 86Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 3,677,630 | 411M | +64,871 | +1.8% | 15Q | SEC ↗ |
| 5 | True Freedom Investing, LLC | 2,217,617 | 248M | -38,698 | -1.7% | 2Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC | 2,139,491 | 239M | -23,175 | -1.1% | 15Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 2,065,287 | 231M | +103,836 | +5.3% | 76Q | SEC ↗ |
| 8 | PNC Financial Services Group, Inc. | 2,012,805 | 225M | +78,757 | +4.1% | 15Q | SEC ↗ |
| 9 | UBS Group AG | 1,907,313 | 213M | -179,171 | -8.6% | 47Q | SEC ↗ |
| 10 | PINKERTON WEALTH, LLC NEW | 1,835,243 | 205M | — | +0.0% | 1Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 1,520,276 | 170M | +42,207 | +2.9% | 7Q | SEC ↗ |
| 12 | LPL Financial LLC | 1,476,497 | 165M | +43,416 | +3.0% | 54Q | SEC ↗ |
| 13 | D.A. DAVIDSON & CO. | 1,251,060 | 140M | +24,993 | +2.0% | 83Q | SEC ↗ |
| 14 | Financial Engines Advisors L.L.C. | 1,169,953 | 131M | -61,393 | -5.0% | 32Q | SEC ↗ |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,146,816 | 128M | +36,795 | +3.3% | 75Q | SEC ↗ |
| 16 | NORTHERN TRUST CORP | 1,103,320 | 123M | -21,155 | -1.9% | 84Q | SEC ↗ |
| 17 | USA FINANCIAL FORMULAS NEW | 1,041,989 | 116M | — | +0.0% | 1Q | SEC ↗ |
| 18 | AMERIPRISE FINANCIAL INC | 989,033 | 111M | +43,168 | +4.6% | 16Q | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 985,567 | 110M | +35,998 | +3.8% | 76Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 956,027 | 107M | +52,804 | +5.8% | 88Q | SEC ↗ |
| 21 | MAI Capital Management | 728,317 | 81M | +5,567 | +0.8% | 47Q | SEC ↗ |
| 22 | JONES FINANCIAL COMPANIES LLLP | 696,600 | 78M | +121,981 | +21.2% | 26Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 650,758 | 73M | +98,854 | +17.9% | 70Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 590,043 | 66M | -1,338 | -0.2% | 35Q | SEC ↗ |
| 25 | KEYBANK NATIONAL ASSOCIATION/OH | 562,576 | 63M | +3,860 | +0.7% | 98Q | SEC ↗ |
| 26 | Cerity Partners LLC | 536,489 | 60M | +5,802 | +1.1% | 29Q | SEC ↗ |
| 27 | HighTower Advisors, LLC | 505,886 | 57M | -32,984 | -6.1% | 49Q | SEC ↗ |
| 28 | Joel Isaacson & Co., LLC | 501,110 | 56M | +5,085 | +1.0% | 55Q | SEC ↗ |
| 29 | BOKF, NA | 483,485 | 54M | +919 | +0.2% | 20Q | SEC ↗ |
| 30 | BANK OF MONTREAL /CAN | 468,196 | 52M | -4,429 | -0.9% | 53Q | SEC ↗ |
| 31 | Willis Johnson & Associates, Inc. | 455,280 | 51M | -9,003 | -1.9% | 23Q | SEC ↗ |
| 32 | REGIONS FINANCIAL CORP | 447,104 | 50M | -15,072 | -3.3% | 60Q | SEC ↗ |
| 33 | Focus Partners Wealth | 443,550 | 50M | -9,645 | -2.1% | 11Q | SEC ↗ |
| 34 | TRUIST FINANCIAL CORP | 417,243 | 47M | +29,895 | +7.7% | 53Q | SEC ↗ |
| 35 | Steward Partners Investment Advisory, | 407,266 | 46M | +100,980 | +33.0% | 39Q | SEC ↗ |
| 36 | Pacific Life Fund Advisors LLC NEW | 400,548 | 45M | — | +0.0% | 1Q | SEC ↗ |
| 37 | MIDLAND WEALTH ADVISORS, LLC | 398,575 | 45M | -13,732 | -3.3% | 11Q | SEC ↗ |
| 38 | Moment Partners, LLC | 396,412 | 44M | +14,489 | +3.8% | 7Q | SEC ↗ |
| 39 | CAPTRUST FINANCIAL ADVISORS | 361,510 | 40M | -11,033 | -3.0% | 37Q | SEC ↗ |
| 40 | Cetera Investment Advisers | 350,476 | 39M | +118,750 | +51.2% | 23Q | SEC ↗ |
| 41 | Wilmington Savings Fund Society, FSB | 344,211 | 38M | -23,926 | -6.5% | 10Q | SEC ↗ |
| 42 | Lido Advisors, LLC | 338,768 | 38M | +31,072 | +10.1% | 38Q | SEC ↗ |
| 43 | Mariner, LLC | 301,678 | 34M | -20,396 | -6.3% | 54Q | SEC ↗ |
| 44 | FIFTH THIRD BANCORP | 288,196 | 32M | -6,830 | -2.3% | 26Q | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 277,858 | 31M | -2,537 | -0.9% | 30Q | SEC ↗ |
| 46 | Savant Capital, LLC | 260,429 | 29M | +1,298 | +0.5% | 32Q | SEC ↗ |
| 47 | COURIER CAPITAL LLC | 260,296 | 29M | +3,924 | +1.5% | 83Q | SEC ↗ |
| 48 | Arax Advisory Partners | 257,702 | 29M | +80,068 | +45.1% | 3Q | SEC ↗ |
| 49 | Baird Financial Group, Inc. | 245,585 | 27M | -1,082 | -0.4% | 41Q | SEC ↗ |
| 50 | Kozak & Associates, Inc. | 230,502 | 26M | +216,323 | +1525.7% | 20Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| PINKERTON WEALTH, LLC | 1,835,243 | 205M |
| USA FINANCIAL FORMULAS | 1,041,989 | 116M |
| Pacific Life Fund Advisors LLC | 400,548 | 45M |
| Hilltop Partners LLC | 160,893 | 18M |
| Onyx Bridge Wealth Group LLC | 105,580 | 12M |
| TWO SIGMA INVESTMENTS, LP | 66,800 | 7M |
| Camarda Financial Advisors, LLC | 59,837 | 7M |
| TritonPoint Partners, LLC | 46,229 | 5M |
| Diversify Advisory Services, LLC | 45,499 | 5M |
| Strategic Financial Partners, Ltd. | 45,209 | 5M |
| Global Retirement Partners, LLC | 43,567 | 5M |
| USA FINANCIAL FORMULAS | 29,982 | 3M |
| Bluespring Wealth Management, LLC | 29,760 | 3M |
| Tradewinds, LLC. | 27,442 | 3M |
| Summit Financial Consulting LLC | 27,175 | 3M |
| Stratos Wealth Advisors, LLC | 19,030 | 2M |
| Lifestyle Asset Management, Inc. | 18,872 | 2M |
| TRUST CO OF VERMONT | 16,895 | 2M |
| Harvest Investment Services, LLC | 15,578 | 2M |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 14,001 | 2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 70,740 | 8M |
| Tidal Investments LLC | 63,519 | 7M |
| SOL Capital Management CO | 34,023 | 4M |
| Tower Research Capital LLC (TRC) | 31,287 | 3M |
| Three Seasons Wealth, LLC | 22,216 | 2M |
| RENAISSANCE TECHNOLOGIES LLC | 20,800 | 2M |
| BESSEMER GROUP INC | 19,290 | 2M |
| EHRLICH FINANCIAL GROUP | 12,339 | 1M |
| PRICE T ROWE ASSOCIATES INC /MD | 11,830 | 1M |
| TIAA TRUST, NATIONAL ASSOCIATION | 9,788 | 1M |
| Y-Intercept (Hong Kong) Ltd | 8,772 | 981K |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 7,833 | 876K |
| PFG Advisors | 7,421 | 830K |
| EVOKE WEALTH, LLC | 7,403 | 828K |
| GREAT LAKES ADVISORS, LLC | 6,907 | 772K |
| MASSACHUSETTS FINANCIAL SERVICES CO | 6,522 | 729K |
| Bank Julius Baer & Co. Ltd, Zurich | 6,143 | 687K |
| RPS ADVISORY SOLUTIONS LLC | 5,929 | 663K |
| OneAscent Family Office, LLC | 5,753 | 643K |
| Texas Capital Bank Wealth Managemen | 5,120 | 572K |