iShares S&P Mid-Cap 400 GrowIJKETF
13F holders, Q1 2024 (March 31)834holders
3famous investors
$91.23avg. 13F price*
At the end of Q1 2024, 834 institutions reported holding iShares S&P Mid-Cap 400 Grow (IJK) in their 13F filings. The largest holders were Wells Fargo & Company ($662.1M), Morgan Stanley ($608.2M) and FMR LLC ($345.7M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $75.0M |
| Exits | 44 | $141.0M |
Ownership 834 holders
| Wells Fargo & Company | 0.18% | Reduce -7.0% | 7,255,430 | $662.1M |
| Morgan Stanley | 0.05% | Add +0.1% | 6,665,103 | $608.2M |
| FMR LLC | 0.02% | Add +0.5% | 3,788,156 | $345.7M |
| Bank of America Corp. | 0.03% | Reduce -5.0% | 3,533,566 | $322.4M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -0.5% | 3,403,082 | $310.5M |
| Main Management ETF Advisors, LLC | 13.88% | Add +3.5% | 2,877,600 | $262.6M |
| Captrust Financial Advisors | 0.84% | Add +13.1% | 2,516,685 | $229.6M |
| UBS Group AG | 0.07% | Add +4.2% | 2,161,497 | $197.2M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -0.5% | 1,932,684 | $176.4M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -0.9% | 1,569,124 | $143.2M |
| Financial Engines Advisors L.L.C. | 0.32% | Reduce -5.2% | 1,553,671 | $141.8M |
| Ameriprise Financial Inc. | 0.04% | Reduce -9.3% | 1,392,029 | $127.3M |
| LPL Financial LLC | 0.06% | Reduce -3.5% | 1,177,022 | $107.4M |
| Raymond James & Associates | 0.07% | Add +16.5% | 1,154,434 | $105.3M |
| D.A. Davidson & Co. | 0.81% | Reduce -0.8% | 982,900 | $89.7M |
| Northern Trust Corp. | 0.01% | Add +4.5% | 910,821 | $83.1M |
| Main Management LLC | 6.55% | Add +0.3% | 841,507 | $76.8M |
| Midland Wealth Advisors, LLC | 4.67% | Add +2.6% | 830,320 | $75.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.1% | 818,624 | $74.7M |
| MAI Capital Management | 0.73% | Add +1.3% | 767,297 | $70.0M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +1.5% | 762,922 | $69.6M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -11.9% | 733,318 | $66.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.0% | 688,987 | $62.9M |
| Royal Bank of Canada | 0.01% | Add +20.3% | 665,675 | $60.7M |
| Keybank National Association | 0.23% | Reduce -0.6% | 612,657 | $55.9M |
| Willis Johnson & Associates, Inc. | 4.82% | Add +0.9% | 607,670 | $55.4M |
| Bank of Montreal | 0.02% | Reduce -5.4% | 585,874 | $53.6M |
| Wilmington Savings Fund Society, FSB | 1.90% | — | 542,997 | $49.5M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Reduce -3.1% | 522,256 | $47.7M |
| Truist Financial Corp. | 0.07% | Reduce -5.7% | 499,992 | $45.6M |
| Bokf, NA | 0.81% | Reduce -1.9% | 488,300 | $44.4M |
| HighTower Advisors, LLC | 0.07% | Add +7.0% | 485,948 | $44.4M |
| Lido Advisors, LLC | 0.39% | Add +88.8% | 480,363 | $43.8M |
| Joel Isaacson & Co., LLC | 2.40% | Add +2.0% | 479,510 | $43.8M |
| Cerity Partners LLC | 0.11% | Add +0.9% | 454,773 | $41.5M |
| Regions Financial Corp. | 0.31% | Reduce -2.4% | 447,678 | $40.9M |
| Cetera Investment Advisers | 0.08% | Add +266.6% | 363,889 | $33.2M |
| Steward Partners Investment Advisory, LLC | 0.33% | Add +20.0% | 328,452 | $30.0M |
| Christopher J. Hasenberg, Inc | 14.57% | New | 325,177 | $29.7M |
| Mariner, LLC | 0.06% | Add +20.8% | 323,353 | $29.5M |
| AlTi Global, Inc. | 0.79% | Reduce -2.7% | 310,123 | $28.3M |
| Salomon & Ludwin, LLC | 2.42% | Reduce -1.7% | 308,209 | $28.1M |
| World Investment Advisors | 3.94% | Reduce -24.0% | 301,416 | $27.5M |
| Savant Capital, LLC | 0.30% | Reduce -2.0% | 286,091 | $26.1M |
| Osaic Holdings, Inc. | 0.05% | Reduce -28.1% | 257,331 | $23.5M |
| Rockefeller Capital Management L.P. | 0.07% | Add +2.4% | 251,292 | $22.9M |
| 1834 Investment Advisors Co. | 2.62% | Reduce -13.2% | 241,242 | $22.0M |
| Capital Advisors, Ltd. LLC | 2.82% | Add +1.1% | 236,809 | $21.6M |
| Courier Capital LLC | 1.55% | Add +0.5% | 234,492 | $21.4M |
| Stifel Financial Corp. | 0.02% | Reduce -4.8% | 231,610 | $21.1M |
| SPC Financial, Inc. | 1.95% | Reduce -0.0% | 227,421 | $20.8M |
| Jmac Enterprises LLC | 3.77% | Add +6.7% | 222,200 | $20.3M |
| Inspirion Wealth Advisors, LLC | 3.27% | Add +1.9% | 216,958 | $19.8M |
| Comerica Bank | 0.08% | Reduce -2.5% | 207,362 | $18.9M |
| Baird Financial Group, Inc. | 0.04% | Add +2.7% | 197,880 | $18.1M |
| Cassaday & Co Wealth Management LLC | 0.55% | Reduce -1.3% | 184,240 | $16.8M |
| Hudson Capital Management LLC | 5.98% | Reduce -1.0% | 183,290 | $16.7M |
| Duff & Phelps Investment Management Co. | 0.19% | No change | 174,280 | $15.9M |
| Creative Planning | 0.02% | Reduce -7.9% | 165,227 | $15.1M |
| Integrated Wealth Concepts LLC | 0.21% | Reduce -0.3% | 162,351 | $14.8M |
| Texas Yale Capital Corp. | 0.66% | Reduce -0.0% | 161,803 | $14.8M |
| Blue Edge Capital, LLC | 2.46% | Add +3.9% | 161,545 | $14.7M |
| Sterling Financial Planning, Inc. | 5.87% | Reduce -0.2% | 158,735 | $14.5M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -15.3% | 156,972 | $14.3M |
| First Merchants Corp. | 1.05% | Reduce -17.0% | 152,703 | $13.9M |
| Ifrah Financial Services, Inc. | 3.89% | Reduce -0.5% | 151,963 | $13.9M |
| Fifth Third Bancorp | 0.05% | Reduce -10.5% | 150,178 | $13.7M |
| US Bancorp \de | 0.02% | Add +19.4% | 149,207 | $13.6M |
| GHP Investment Advisors, Inc. | 0.67% | Reduce -0.8% | 148,099 | $13.5M |
| Jones Financial Companies LLLP | 0.02% | Add +0.8% | 141,699 | $12.9M |
| Cullen/Frost Bankers, Inc. | 0.18% | Add +12.5% | 136,721 | $12.5M |
| Clear Creek Financial Management, LLC | 1.42% | Reduce -27.2% | 121,362 | $11.1M |
| SOA Wealth Advisors, LLC. | 2.25% | Reduce -2.1% | 119,038 | $10.9M |
| Etfidea, LLC | 3.64% | Add +0.2% | 117,087 | $10.7M |
| Moneta Group Investment Advisors LLC | 0.17% | Add +64.4% | 116,711 | $10.6M |
| HSBC Holdings PLC | 0.01% | Reduce -0.7% | 110,416 | $10.1M |
| Broadview Financial Management, LLC | 7.03% | Reduce -1.1% | 105,774 | $9.7M |
| Greenup Street Wealth Management LLC | 2.37% | Reduce -14.9% | 103,287 | $9.4M |
| Mill Creek Capital Advisors, LLC | 0.25% | Reduce -2.8% | 102,732 | $9.4M |
| Citigroup Inc. | 0.01% | Add +7.8% | 102,030 | $9.3M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -0.3% | 95,206 | $8.7M |
| Callan Family Office, LLC | 1.96% | Reduce -0.1% | 91,469 | $8.3M |
| Associated Banc-Corp | 0.26% | Add +2.0% | 90,790 | $8.3M |
| Private Advisor Group, LLC | 0.06% | Reduce -1.6% | 90,169 | $8.2M |
| JFS Wealth Advisors, LLC | 0.64% | Add +21.7% | 88,848 | $8.1M |
| Greenleaf Trust | 0.07% | Reduce -5.7% | 87,450 | $8.0M |
| Mgo One Seven LLC | 0.41% | Add +44.8% | 86,022 | $7.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -54.7% | 82,866 | $7.6M |
| Mechanics Bank Trust Department | 1.10% | Reduce -0.2% | 81,936 | $7.5M |
| First Personal Financial Services | 1.72% | Reduce -2.4% | 81,470 | $7.4M |
| Bryn Mawr Trust Advisors, LLC | 0.42% | Reduce -2.4% | 81,312 | $7.4M |
| Goelzer Investment Management, Inc. | 0.41% | Reduce -1.7% | 79,246 | $7.2M |
| JNBA Financial Advisors | 0.75% | Reduce -3.4% | 78,320 | $7.1M |
| Coldstream Capital Management Inc. | 0.18% | Reduce -2.1% | 76,683 | $7.0M |
| First Hawaiian Bank | 0.22% | Reduce -18.1% | 76,543 | $7.0M |
| Focus Partners Wealth | 0.06% | Add +626.5% | 76,316 | $7.0M |
| Corient Private Wealth LP | 0.01% | Reduce -34.3% | 75,840 | $6.9M |
| Centerpoint Advisors, LLC | 2.58% | Reduce -2.9% | 75,450 | $6.9M |
| Oldfather Financial Services, LLC | 2.67% | Add +2.1% | 71,022 | $6.5M |
| First Citizens Financial Corp | 3.81% | Reduce -0.2% | 70,300 | $6.4M |
"% 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.