iShares S&P Mid-Cap 400 GrowIJKETF
13F holders, Q2 2024 (June 30)859holders +25
71new positions
51sold out
3famous investors
$88.34avg. 13F price*
At the end of Q2 2024, 859 institutions reported holding iShares S&P Mid-Cap 400 Grow (IJK) in their 13F filings, up 25 from Q1 2024. 71 opened new positions and 51 sold out. The largest holders were Wells Fargo & Company ($622.9M), Morgan Stanley ($593.6M) and FMR LLC ($328.9M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $255.4M |
| Exits | 51 | $43.6M |
All 13F filers, Q1 2024 → Q2 2024: 6,086,824 shares bought and 2,090,906 shares sold, net +3,995,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 859 holders
| Wells Fargo & Company | 0.16% | Reduce -2.6% | 7,069,208 | $622.9M |
| Morgan Stanley | 0.05% | Add +1.1% | 6,737,347 | $593.6M |
| FMR LLC | 0.02% | Reduce -1.5% | 3,732,772 | $328.9M |
| Goldman Sachs Group Inc. | 0.06% | Add +0.9% | 3,435,550 | $302.7M |
| Bank of America Corp. | 0.03% | Reduce -5.1% | 3,354,045 | $295.5M |
| Main Management ETF Advisors, LLC | 12.99% | Add +2.6% | 2,951,720 | $260.1M |
| Captrust Financial Advisors | 0.76% | Add +6.9% | 2,691,453 | $237.1M |
| UBS Group AG | 0.06% | Add +0.9% | 2,181,404 | $192.2M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -0.6% | 1,921,626 | $169.3M |
| Envestnet Asset Management Inc. | 0.05% | Add +4.5% | 1,639,159 | $144.4M |
| Financial Engines Advisors L.L.C. | 0.30% | Reduce -2.2% | 1,519,250 | $133.9M |
| LPL Financial LLC | 0.06% | Add +22.4% | 1,440,722 | $126.9M |
| Ameriprise Financial Inc. | 0.03% | Add +2.7% | 1,429,323 | $125.8M |
| Raymond James & Associates | 0.07% | Add +5.5% | 1,217,840 | $107.3M |
| D.A. Davidson & Co. | 0.77% | Add +0.8% | 990,424 | $87.3M |
| Northern Trust Corp. | 0.01% | Add +2.7% | 935,462 | $82.4M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +10.8% | 845,714 | $74.5M |
| Midland Wealth Advisors, LLC | 4.39% | Add +1.3% | 840,821 | $74.1M |
| Main Management LLC | 6.09% | Reduce -0.6% | 836,383 | $73.7M |
| USA Financial Formulas | 11.54% | New | 807,648 | $71.2M |
| Modern Wealth Management, LLC | 5.00% | New | 769,040 | $67.8M |
| MAI Capital Management | 0.66% | Reduce -1.2% | 758,011 | $66.8M |
| Bank of New York Mellon Corp | 0.01% | Add +4.5% | 719,799 | $63.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -18.0% | 671,190 | $59.1M |
| Royal Bank of Canada | 0.01% | Reduce -0.4% | 663,125 | $58.4M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -15.0% | 623,456 | $54.9M |
| Willis Johnson & Associates, Inc. | 4.46% | Add +1.6% | 617,123 | $54.4M |
| Keybank National Association | 0.22% | Reduce -0.7% | 608,240 | $53.6M |
| Bank of Montreal | 0.02% | Reduce -1.2% | 578,893 | $51.6M |
| Wilmington Savings Fund Society, FSB | 1.78% | Reduce -3.1% | 526,407 | $46.4M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Reduce -1.2% | 516,134 | $45.5M |
| HighTower Advisors, LLC | 0.07% | Add +3.6% | 503,587 | $44.4M |
| Lido Advisors, LLC | 0.36% | Add +2.7% | 493,427 | $43.5M |
| Truist Financial Corp. | 0.07% | Reduce -3.1% | 484,227 | $42.7M |
| Bokf, NA | 0.76% | Reduce -1.4% | 481,635 | $42.4M |
| Joel Isaacson & Co., LLC | 2.23% | Add +0.3% | 481,062 | $42.4M |
| Cerity Partners LLC | 0.11% | Reduce -0.1% | 454,351 | $40.0M |
| Regions Financial Corp. | 0.30% | Reduce -0.3% | 446,177 | $39.3M |
| Pinkerton Wealth, LLC | 5.28% | Add +7941.2% | 390,079 | $34.4M |
| Osaic Holdings, Inc. | 0.08% | Add +42.3% | 366,187 | $32.3M |
| Cetera Investment Advisers | 0.07% | Reduce -0.4% | 362,508 | $31.9M |
| Mariner, LLC | 0.06% | Add +1.2% | 327,302 | $28.8M |
| AlTi Global, Inc. | 0.68% | Reduce -7.3% | 287,346 | $25.3M |
| Savant Capital, LLC | 0.24% | Reduce -3.2% | 276,978 | $24.4M |
| Steward Partners Investment Advisory, LLC | 0.25% | Reduce -18.1% | 269,102 | $23.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +6.7% | 268,183 | $23.6M |
| Christopher J. Hasenberg, Inc | 9.94% | Reduce -23.4% | 248,984 | $21.9M |
| Courier Capital LLC | 1.69% | Add +3.0% | 241,402 | $21.3M |
| Capital Advisors, Ltd. LLC | 2.69% | Reduce -0.5% | 235,571 | $20.8M |
| World Investment Advisors | 1.29% | Reduce -87.4% | 37,894 | $20.7M |
| Salomon & Ludwin, LLC | 2.30% | Reduce -24.3% | 233,419 | $20.6M |
| Stifel Financial Corp. | 0.02% | Add +0.7% | 233,112 | $20.5M |
| Yeomans Consulting Group, Inc. | 7.83% | New | 229,897 | $20.3M |
| Inspirion Wealth Advisors, LLC | 3.08% | Add +5.4% | 228,690 | $20.1M |
| SPC Financial, Inc. | 1.84% | Reduce -0.9% | 225,362 | $19.9M |
| 1834 Investment Advisors Co. | 2.36% | Reduce -7.8% | 222,293 | $19.6M |
| HSBC Holdings PLC | 0.01% | Add +99.0% | 219,702 | $19.4M |
| Focus Partners Wealth | 0.06% | Add +182.2% | 215,372 | $19.0M |
| Apollon Wealth Management, LLC | 0.57% | Add +959.2% | 210,948 | $18.6M |
| Baird Financial Group, Inc. | 0.04% | Add +4.8% | 207,427 | $18.3M |
| Jmac Enterprises LLC | 3.20% | Reduce -7.0% | 206,702 | $18.2M |
| Comerica Bank | 0.07% | Reduce -2.6% | 202,053 | $17.8M |
| Hudson Capital Management LLC | 5.68% | Add +0.9% | 184,940 | $16.3M |
| Cassaday & Co Wealth Management LLC | 0.50% | Reduce -2.0% | 180,603 | $15.9M |
| Jones Financial Companies LLLP | 0.02% | Add +22.1% | 172,965 | $15.2M |
| Kestra Advisory Services, LLC | 0.08% | Add +11.4% | 174,851 | $15.1M |
| Creative Planning | 0.02% | Add +1.8% | 168,247 | $14.8M |
| Texas Yale Capital Corp. | 0.67% | Reduce -0.6% | 160,803 | $14.2M |
| Sterling Financial Planning, Inc. | 5.71% | Add +0.6% | 159,757 | $14.1M |
| Integrated Wealth Concepts LLC | 0.19% | Reduce -2.1% | 158,887 | $14.0M |
| Blue Edge Capital, LLC | 2.29% | Reduce -3.0% | 156,780 | $13.8M |
| Clear Creek Financial Management, LLC | 1.64% | Add +26.8% | 153,856 | $13.6M |
| First Merchants Corp. | 0.54% | Reduce -0.3% | 152,232 | $13.4M |
| Ifrah Financial Services, Inc. | 3.75% | Reduce -1.1% | 150,319 | $13.2M |
| Fifth Third Bancorp | 0.05% | Reduce -0.3% | 149,706 | $13.2M |
| GHP Investment Advisors, Inc. | 0.65% | Reduce -0.4% | 147,444 | $13.0M |
| Cullen/Frost Bankers, Inc. | 0.18% | Add +1.4% | 138,620 | $12.2M |
| Concurrent Investment Advisors, LLC | 0.39% | Add +691.0% | 132,350 | $11.7M |
| First Heartland Consultants, Inc. | 1.16% | Add +608.4% | 132,293 | $11.7M |
| US Bancorp \de | 0.02% | Reduce -12.3% | 130,809 | $11.5M |
| Camarda Financial Advisors, LLC | 4.31% | New | 124,391 | $11.0M |
| Greenup Street Wealth Management LLC | 2.55% | Add +19.0% | 122,952 | $10.8M |
| SOA Wealth Advisors, LLC. | 2.12% | Add +0.5% | 119,625 | $10.5M |
| Royal Fund Management, LLC | 1.40% | New | 118,277 | $10.4M |
| Etfidea, LLC | 3.51% | Add +0.6% | 117,792 | $10.4M |
| Moneta Group Investment Advisors LLC | 0.16% | Reduce -2.5% | 113,851 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +35.8% | 112,566 | $9.9M |
| Ascension Capital Advisors, Inc. | 5.21% | New | 111,268 | $9.8M |
| Atria Wealth Solutions, Inc. | 0.11% | Add +66.8% | 109,631 | $9.7M |
| Broadview Financial Management, LLC | 6.65% | Reduce -2.1% | 103,600 | $9.1M |
| Citigroup Inc. | 0.01% | Add +1.0% | 103,071 | $9.1M |
| Mill Creek Capital Advisors, LLC | 0.23% | No change | 102,732 | $9.1M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -0.4% | 94,799 | $8.4M |
| Private Advisor Group, LLC | 0.06% | Add +3.8% | 93,625 | $8.2M |
| IFP Advisors, Inc | 0.32% | Add +1473.3% | 92,525 | $8.2M |
| Mgo One Seven LLC | 0.38% | Add +6.7% | 91,775 | $8.1M |
| Callan Family Office, LLC | 1.55% | No change | 91,469 | $8.1M |
| CFS Investment Advisory Services, LLC | 0.65% | New | 90,972 | $8.0M |
| Waverly Advisors, LLC | 0.16% | Add +439.7% | 90,997 | $8.0M |
| Associated Banc-Corp | 0.25% | Reduce -0.8% | 90,106 | $7.9M |
"% 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.