iShares S&P Mid-Cap 400 GrowIJKETF
13F holders, Q3 2024 (September 30)878holders +19
61new positions
44sold out
3famous investors
$91.88avg. 13F price*
At the end of Q3 2024, 878 institutions reported holding iShares S&P Mid-Cap 400 Grow (IJK) in their 13F filings, up 19 from Q2 2024. 61 opened new positions and 44 sold out. The largest holders were Morgan Stanley ($623.2M), Wells Fargo & Company ($621.1M) and FMR LLC ($345.2M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $36.7M |
| Exits | 44 | $43.0M |
All 13F filers, Q2 2024 → Q3 2024: 3,275,449 shares bought and 5,268,565 shares sold, net −1,993,116 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 878 holders
| Morgan Stanley | 0.05% | Add +0.6% | 6,779,141 | $623.2M |
| Wells Fargo & Company | 0.15% | Reduce -4.4% | 6,756,570 | $621.1M |
| FMR LLC | 0.02% | Add +0.6% | 3,754,753 | $345.2M |
| Bank of America Corp. | 0.03% | Add +10.6% | 3,708,053 | $340.9M |
| Main Management ETF Advisors, LLC | 13.19% | Add +2.5% | 3,025,840 | $278.2M |
| UBS Group AG | 0.06% | Add +1.9% | 2,221,654 | $204.2M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -40.3% | 2,050,776 | $188.5M |
| PNC Financial Services Group, Inc. | 0.11% | Add +1.9% | 1,958,463 | $180.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +4.7% | 1,716,894 | $157.8M |
| Captrust Financial Advisors | 0.47% | Reduce -36.4% | 1,710,719 | $157.3M |
| Ameriprise Financial Inc. | 0.03% | Add +2.4% | 1,462,850 | $135.0M |
| Financial Engines Advisors L.L.C. | 0.27% | Reduce -6.2% | 1,424,782 | $131.0M |
| LPL Financial LLC | 0.05% | Reduce -12.6% | 1,259,195 | $115.8M |
| Raymond James & Associates | 0.07% | Add +2.7% | 1,250,272 | $114.9M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +22.3% | 1,034,623 | $95.1M |
| D.A. Davidson & Co. | 0.77% | Add +1.7% | 1,007,144 | $92.6M |
| Northern Trust Corp. | 0.01% | Add +4.7% | 979,575 | $90.1M |
| USA Financial Formulas | 12.05% | Add +4.4% | 843,148 | $77.5M |
| Main Management LLC | 6.33% | Add +0.1% | 837,565 | $77.0M |
| Midland Wealth Advisors, LLC | 4.50% | Reduce -0.8% | 834,362 | $76.7M |
| Commonwealth Equity Services, LLC | 0.11% | Add +25.9% | 785,267 | $72.2M |
| MAI Capital Management | 0.66% | Reduce -1.1% | 750,005 | $68.9M |
| Modern Wealth Management, LLC | 4.16% | Reduce -4.1% | 737,848 | $67.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.0% | 705,022 | $64.8M |
| JPMorgan Chase & Co. | 0.01% | Add +2.5% | 687,892 | $63.2M |
| Susquehanna International Group, LLP | 0.10% | Add +2033.5% | 659,512 | $60.6M |
| Willis Johnson & Associates, Inc. | 4.42% | Add +2.5% | 632,315 | $58.1M |
| Keybank National Association | 0.21% | Reduce -1.0% | 602,144 | $55.4M |
| Royal Bank of Canada | 0.01% | Reduce -14.1% | 569,625 | $52.4M |
| HighTower Advisors, LLC | 0.07% | Add +5.5% | 531,177 | $48.9M |
| Lido Advisors, LLC | 0.37% | Add +6.6% | 525,906 | $48.3M |
| Bank of Montreal | 0.02% | Reduce -9.2% | 525,721 | $48.3M |
| Cerity Partners LLC | 0.10% | Add +9.0% | 495,049 | $45.5M |
| Wilmington Savings Fund Society, FSB | 0.81% | Reduce -6.9% | 489,940 | $45.0M |
| Bokf, NA | 0.80% | Add +2.3% | 492,674 | $44.9M |
| Joel Isaacson & Co., LLC | 2.12% | Add +0.7% | 484,617 | $44.6M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Reduce -6.7% | 481,544 | $44.3M |
| Truist Financial Corp. | 0.07% | Reduce -3.5% | 467,244 | $43.0M |
| Regions Financial Corp. | 0.29% | Reduce -0.7% | 442,886 | $40.7M |
| Cetera Investment Advisers | 0.08% | Add +5.6% | 382,926 | $35.2M |
| Mariner, LLC | 0.05% | Add +0.2% | 328,031 | $30.2M |
| AlTi Global, Inc. | 0.61% | Reduce -3.3% | 277,954 | $25.6M |
| Savant Capital, LLC | 0.21% | Reduce -1.0% | 274,278 | $25.2M |
| Steward Partners Investment Advisory, LLC | 0.23% | Add +0.1% | 269,333 | $24.8M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -0.5% | 266,809 | $24.5M |
| Osaic Holdings, Inc. | 0.06% | Reduce -27.3% | 266,252 | $24.5M |
| Stifel Financial Corp. | 0.03% | Add +12.2% | 261,425 | $24.0M |
| Courier Capital LLC | 1.63% | Add +6.9% | 258,070 | $23.7M |
| Pinkerton Wealth, LLC | 3.34% | Reduce -36.0% | 249,759 | $23.0M |
| Inspirion Wealth Advisors, LLC | 3.14% | Add +6.8% | 244,174 | $22.4M |
| Capital Advisors, Ltd. LLC | 2.65% | Reduce -1.1% | 232,867 | $21.4M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +99.0% | 223,972 | $20.6M |
| SPC Financial, Inc. | 1.76% | Reduce -3.8% | 216,865 | $19.9M |
| Yeomans Consulting Group, Inc. | 7.34% | Reduce -7.1% | 213,630 | $19.6M |
| Salomon & Ludwin, LLC | 1.98% | Reduce -9.3% | 211,724 | $19.5M |
| Apollon Wealth Management, LLC | 0.55% | Reduce -0.6% | 209,650 | $19.3M |
| 1834 Investment Advisors Co. | 2.24% | Reduce -5.7% | 209,607 | $19.3M |
| Jones Financial Companies LLLP | 0.02% | Add +20.4% | 208,342 | $19.1M |
| Jmac Enterprises LLC | 3.05% | Add +0.5% | 207,823 | $19.1M |
| Baird Financial Group, Inc. | 0.04% | Reduce -1.8% | 203,611 | $18.7M |
| Comerica Bank | 0.07% | Reduce -0.9% | 200,198 | $18.4M |
| Hudson Capital Management LLC | 5.67% | Add +0.8% | 186,402 | $17.1M |
| Cassaday & Co Wealth Management LLC | 0.47% | Reduce -0.9% | 179,027 | $16.5M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -3.0% | 169,527 | $15.6M |
| Creative Planning | 0.02% | Add +0.8% | 169,515 | $15.6M |
| Sterling Financial Planning, Inc. | 5.56% | Add +2.7% | 164,099 | $15.1M |
| Concurrent Investment Advisors, LLC | 0.44% | Add +21.8% | 161,234 | $14.8M |
| Texas Yale Capital Corp. | 0.64% | Reduce -0.1% | 160,703 | $14.8M |
| Blue Edge Capital, LLC | 2.30% | Add +2.4% | 160,550 | $14.8M |
| Integrated Wealth Concepts LLC | 0.18% | Add +0.3% | 159,340 | $14.6M |
| Clear Creek Financial Management, LLC | 1.64% | Add +2.2% | 157,235 | $14.5M |
| First Merchants Corp. | 0.53% | Reduce -1.1% | 150,482 | $13.8M |
| Fifth Third Bancorp | 0.05% | Add +0.2% | 150,041 | $13.8M |
| Ifrah Financial Services, Inc. | 3.67% | Reduce -1.4% | 148,135 | $13.6M |
| GHP Investment Advisors, Inc. | 0.62% | Reduce -0.1% | 147,315 | $13.5M |
| Cullen/Frost Bankers, Inc. | 0.18% | Add +2.0% | 141,390 | $13.0M |
| Greenup Street Wealth Management LLC | 2.54% | Add +8.7% | 133,671 | $12.3M |
| Citigroup Inc. | 0.01% | Add +24.0% | 127,833 | $11.8M |
| Camarda Financial Advisors, LLC | 4.35% | Add +1.6% | 126,391 | $11.6M |
| US Bancorp \de | 0.01% | Reduce -5.4% | 123,786 | $11.4M |
| Etfidea, LLC | 3.46% | Add +0.9% | 118,877 | $10.9M |
| SOA Wealth Advisors, LLC. | 2.07% | Reduce -1.3% | 118,020 | $10.8M |
| Moneta Group Investment Advisors LLC | 0.15% | Add +0.8% | 114,704 | $10.5M |
| Sandy Spring Bank | 0.42% | Add +60.4% | 111,800 | $10.3M |
| HSBC Holdings PLC | 0.01% | Reduce -50.0% | 109,843 | $10.1M |
| Atria Wealth Solutions, Inc. | 0.11% | Reduce -3.4% | 105,893 | $9.7M |
| Broadview Financial Management, LLC | 6.51% | Add +0.9% | 104,541 | $9.6M |
| Private Advisor Group, LLC | 0.06% | Add +5.8% | 99,106 | $9.1M |
| Waverly Advisors, LLC | 0.17% | Add +6.9% | 97,314 | $8.9M |
| IFP Advisors, Inc | 0.32% | Add +3.2% | 95,458 | $8.8M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -0.6% | 94,218 | $8.7M |
| Equitable Holdings, Inc. | 0.08% | Add +14.3% | 93,422 | $8.6M |
| Ascension Capital Advisors, Inc. | 4.00% | Reduce -16.2% | 93,215 | $8.6M |
| Associated Banc-Corp | 0.25% | Add +2.7% | 92,537 | $8.5M |
| Callan Family Office, LLC | 1.42% | Add +0.4% | 91,857 | $8.4M |
| JFS Wealth Advisors, LLC | 0.57% | Add +2.2% | 91,844 | $8.4M |
| Mgo One Seven LLC | 0.36% | Reduce -1.4% | 90,482 | $8.3M |
| Mill Creek Capital Advisors, LLC | 0.19% | Reduce -14.7% | 87,652 | $8.1M |
| Bryn Mawr Trust Advisors, LLC | 0.43% | Add +3.1% | 86,075 | $7.9M |
| Greenleaf Trust | 0.07% | Reduce -0.2% | 86,000 | $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.