iShares S&P Mid-Cap 400 GrowIJKETF
13F holders, Q2 2026 (June 30)993holders +55
100new positions
43sold out
5famous investors
$116.42avg. 13F price*
At the end of Q2 2026, 993 institutions reported holding iShares S&P Mid-Cap 400 Grow (IJK) in their 13F filings, up 55 from Q1 2026. 100 opened new positions and 43 sold out. The largest holders were Morgan Stanley ($865.5M), Wells Fargo & Company ($692.5M) and FMR LLC ($527.8M). 5 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares S&P Mid-Cap 400 Grow
- CUSIP
- 464287606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $332.7M |
| Exits | 43 | $32.7M |
All 13F filers, Q1 2026 → Q2 2026: 5,329,886 shares bought and 3,092,252 shares sold, net +2,237,634 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 993 holders
| Morgan Stanley | 0.05% | Reduce -5.4% | 7,365,748 | $865.5M |
| Wells Fargo & Company | 0.12% | Add +0.4% | 5,894,027 | $692.5M |
| FMR LLC | 0.02% | Reduce -2.4% | 4,492,033 | $527.8M |
| Bank of America Corp. | 0.03% | Add +1.8% | 3,677,630 | $432.1M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -1.1% | 2,139,491 | $251.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +5.3% | 2,065,287 | $242.7M |
| PNC Financial Services Group, Inc. | 0.12% | Add +4.1% | 2,012,805 | $236.5M |
| UBS Group AG | 0.04% | Reduce -8.6% | 1,907,313 | $224.1M |
| True Freedom Investing, LLC | 17.47% | Reduce -1.7% | 2,217,617 | $223.1M |
| Pinkerton Wealth, LLC | 15.86% | New | 1,835,243 | $184.7M |
| Raymond James Financial Inc. | 0.05% | Add +2.9% | 1,520,276 | $178.6M |
| LPL Financial LLC | 0.04% | Add +3.0% | 1,476,497 | $173.5M |
| D.A. Davidson & Co. | 0.81% | Add +2.0% | 1,251,060 | $147.0M |
| Financial Engines Advisors L.L.C. | 0.24% | Reduce -5.0% | 1,169,953 | $137.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +3.3% | 1,146,816 | $134.8M |
| Northern Trust Corp. | 0.02% | Reduce -1.9% | 1,103,320 | $129.6M |
| Ameriprise Financial Inc. | 0.02% | Add +4.6% | 989,033 | $116.6M |
| Bank of New York Mellon Corp | 0.02% | Add +3.8% | 985,567 | $115.8M |
| JPMorgan Chase & Co. | 0.01% | Add +5.8% | 956,027 | $110.9M |
| MAI Capital Management | 0.33% | Add +0.8% | 728,317 | $85.6M |
| Jones Financial Companies LLLP | 0.03% | Add +21.2% | 696,600 | $80.4M |
| Royal Bank of Canada | 0.01% | Add +17.9% | 650,758 | $76.5M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -0.2% | 590,043 | $69.3M |
| Keybank National Association | 0.22% | Add +0.7% | 562,576 | $66.1M |
| Cerity Partners LLC | 0.08% | Add +1.1% | 536,489 | $63.0M |
| HighTower Advisors, LLC | 0.06% | Reduce -6.1% | 505,886 | $59.4M |
| Joel Isaacson & Co., LLC | 1.70% | Add +1.0% | 501,110 | $58.9M |
| Bokf, NA | 0.78% | Add +0.2% | 483,485 | $56.8M |
| Bank of Montreal | 0.02% | Reduce -0.9% | 468,196 | $55.0M |
| Willis Johnson & Associates, Inc. | 2.98% | Reduce -1.9% | 455,280 | $53.5M |
| Regions Financial Corp. | 0.31% | Reduce -3.3% | 447,104 | $52.5M |
| Focus Partners Wealth | 0.05% | Reduce -2.1% | 443,550 | $52.1M |
| Truist Financial Corp. | 0.06% | Add +7.7% | 417,243 | $49.0M |
| Steward Partners Investment Advisory, LLC | 0.24% | Add +33.0% | 407,266 | $47.9M |
| Pacific Life Fund Advisors LLC | 5.17% | New | 400,548 | $47.1M |
| Midland Wealth Advisors, LLC | 2.20% | Reduce -3.3% | 398,575 | $46.8M |
| Moment Partners, LLC | 8.39% | Add +3.8% | 396,412 | $46.6M |
| Captrust Financial Advisors | 0.07% | Reduce -3.0% | 361,510 | $42.5M |
| Cetera Investment Advisers | 0.04% | Add +51.3% | 350,476 | $41.2M |
| Wilmington Savings Fund Society, FSB | 0.90% | Reduce -6.5% | 344,211 | $40.4M |
| Lido Advisors, LLC | 0.14% | Add +10.1% | 338,768 | $39.8M |
| Mariner, LLC | 0.04% | Reduce -6.3% | 301,678 | $35.4M |
| Fifth Third Bancorp | 0.05% | Reduce -2.3% | 288,196 | $33.9M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -0.9% | 277,858 | $32.6M |
| Savant Capital, LLC | 0.09% | Add +0.5% | 260,429 | $30.6M |
| Courier Capital LLC | 1.53% | Add +1.5% | 260,296 | $30.6M |
| Arax Advisory Partners | 0.20% | Add +45.1% | 257,702 | $30.3M |
| Baird Financial Group, Inc. | 0.04% | Reduce -0.4% | 245,585 | $28.9M |
| Kozak & Associates, Inc. | 4.64% | Add +1525.7% | 230,502 | $26.8M |
| Osaic Holdings, Inc. | 0.03% | Add +33.4% | 217,369 | $25.5M |
| Argent Trust Co | 0.73% | Add +11.1% | 213,832 | $25.1M |
| Cassaday & Co Wealth Management LLC | 0.46% | Reduce -0.8% | 210,445 | $24.7M |
| AlphaCore Capital LLC | 0.45% | Reduce -3.2% | 209,812 | $24.7M |
| Capital Advisors, Ltd. LLC | 2.48% | Reduce -1.6% | 209,294 | $24.6M |
| Creative Planning | 0.01% | Add +1.1% | 207,056 | $24.3M |
| Hudson Capital Management LLC | 5.94% | Reduce -1.5% | 202,922 | $23.8M |
| Stifel Financial Corp. | 0.02% | Reduce -0.7% | 188,268 | $22.1M |
| Atlantic Union Bankshares Corp | 0.36% | Reduce -5.6% | 183,426 | $21.6M |
| Sterling Financial Planning, Inc. | 5.84% | Reduce -1.5% | 182,653 | $21.5M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -2.2% | 176,060 | $20.7M |
| Concurrent Investment Advisors, LLC | 0.17% | Add +546.0% | 170,893 | $20.1M |
| Cullen/Frost Bankers, Inc. | 0.19% | Reduce -0.4% | 164,447 | $19.3M |
| Inspirion Wealth Advisors, LLC | 2.21% | Reduce -9.1% | 166,148 | $19.3M |
| Salomon & Ludwin, LLC | 1.58% | Reduce -5.3% | 165,410 | $19.2M |
| Hilltop Partners LLC | 4.58% | New | 160,893 | $18.9M |
| Texas Yale Capital Corp. | 0.41% | Add +0.2% | 158,887 | $18.7M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -1.5% | 154,635 | $18.2M |
| Vestmark Advisory Solutions, Inc. | 0.17% | Add +762.8% | 152,013 | $17.9M |
| 1834 Investment Advisors Co. | 2.00% | Reduce -0.8% | 150,402 | $17.7M |
| Waverly Advisors, LLC | 0.10% | Reduce -0.7% | 144,718 | $17.0M |
| GHP Investment Advisors, Inc. | 0.60% | Reduce -0.2% | 139,799 | $16.4M |
| Moneta Group Investment Advisors LLC | 0.12% | Add +0.8% | 133,319 | $15.7M |
| Ifrah Financial Services, Inc. | 3.82% | Reduce -5.4% | 133,087 | $15.6M |
| PW Nova Financial Services LLC | 3.09% | Add +2.9% | 122,533 | $14.4M |
| First Merchants Corp. | 0.49% | Reduce -1.9% | 118,600 | $13.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -16.8% | 118,009 | $13.9M |
| AlTi Global, Inc. | 0.27% | Reduce -1.5% | 111,329 | $13.1M |
| Pathstone Holdings, LLC | 0.04% | Add +226.8% | 107,855 | $12.7M |
| Ashton Thomas Private Wealth, LLC | 0.26% | Add +5.4% | 107,553 | $12.6M |
| NewEdge Advisors, LLC | 0.04% | Add +501.7% | 105,618 | $12.4M |
| Onyx Bridge Wealth Group LLC | 1.12% | New | 105,580 | $12.4M |
| DDFG, Inc | 2.40% | Add +2.7% | 102,672 | $12.1M |
| HSBC Holdings PLC | 0.01% | Add +1.0% | 102,173 | $12.0M |
| White Pine Investment CO | 2.54% | Add +0.0% | 101,317 | $11.9M |
| Blue Edge Capital, LLC | 1.40% | Add +1.2% | 99,403 | $11.7M |
| Private Advisor Group, LLC | 0.05% | Reduce -1.1% | 98,780 | $11.6M |
| US Bancorp \de | 0.01% | Reduce -6.8% | 95,167 | $11.2M |
| JFS Wealth Advisors, LLC | 0.54% | Reduce -1.6% | 92,285 | $10.8M |
| Sanctuary Advisors, LLC | 0.05% | Add +7.7% | 92,160 | $10.8M |
| Broadview Financial Management, LLC | 6.51% | Reduce -2.2% | 90,694 | $10.7M |
| Associated Banc-Corp | 0.24% | Reduce -3.6% | 84,457 | $9.9M |
| OFS Enterprise LLC | 2.48% | Add +0.5% | 82,646 | $9.7M |
| Bryn Mawr Trust Advisors, LLC | 0.42% | Reduce -3.4% | 81,018 | $9.5M |
| Callan Family Office, LLC | 0.18% | Reduce -0.6% | 78,333 | $9.2M |
| Heritage Trust Co | 0.79% | Add +5.7% | 77,416 | $9.1M |
| Farther Finance Advisors, LLC | 0.07% | Add +10.1% | 74,498 | $8.8M |
| Rodgers & Associates, LTD | 0.79% | Reduce -4.6% | 73,635 | $8.7M |
| First Citizens Financial Corp | 3.56% | Reduce -1.2% | 72,538 | $8.5M |
| Greenleaf Trust | 0.08% | Reduce -1.1% | 71,058 | $8.3M |
| Mechanics Bank Trust Department | 1.03% | Reduce -0.8% | 70,649 | $8.3M |
"% of holder's portfolio" is IJK's weight in each manager's 13F, not the share of iShares S&P Mid-Cap 400 Grow the manager owns.