iShares S&P Mid-Cap 400 GrowIJKETF
13F holders, Q3 2025 (September 30)882holders +14
59new positions
37sold out
3famous investors
$95.55avg. 13F price*
At the end of Q3 2025, 882 institutions reported holding iShares S&P Mid-Cap 400 Grow (IJK) in their 13F filings, up 14 from Q2 2025. 59 opened new positions and 37 sold out. The largest holders were Morgan Stanley ($687.2M), Wells Fargo & Company ($580.9M) and FMR LLC ($382.0M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $14.2M |
| Exits | 37 | $38.7M |
All 13F filers, Q2 2025 → Q3 2025: 1,191,981 shares bought and 3,319,013 shares sold, net −2,127,032 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 882 holders
| Morgan Stanley | 0.04% | Reduce -2.5% | 7,166,220 | $687.2M |
| Wells Fargo & Company | 0.12% | Reduce -1.2% | 6,057,639 | $580.9M |
| FMR LLC | 0.02% | Reduce -3.3% | 3,983,804 | $382.0M |
| Bank of America Corp. | 0.03% | Reduce -5.8% | 3,578,326 | $343.1M |
| Goldman Sachs Group Inc. | 0.03% | Add +1.7% | 2,194,077 | $210.4M |
| UBS Group AG | 0.04% | Add +4.9% | 2,149,276 | $206.1M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -0.5% | 1,946,602 | $186.7M |
| Raymond James Financial Inc. | 0.06% | Reduce -0.2% | 1,837,151 | $176.2M |
| Envestnet Asset Management Inc. | 0.05% | Add +3.7% | 1,823,064 | $174.8M |
| LPL Financial LLC | 0.04% | Reduce -7.2% | 1,450,581 | $139.1M |
| Financial Engines Advisors L.L.C. | 0.25% | Reduce -3.6% | 1,343,538 | $128.8M |
| D.A. Davidson & Co. | 0.71% | Add +4.7% | 1,149,366 | $110.2M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -6.4% | 1,138,071 | $109.1M |
| Northern Trust Corp. | 0.01% | Add +0.6% | 1,103,347 | $105.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.9% | 1,005,722 | $96.5M |
| JPMorgan Chase & Co. | 0.01% | Add +1.9% | 878,873 | $84.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.4% | 810,972 | $77.8M |
| MAI Capital Management | 0.44% | Add +0.2% | 731,628 | $70.2M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -19.4% | 646,460 | $62.0M |
| HighTower Advisors, LLC | 0.06% | Add +3.1% | 580,518 | $55.7M |
| Keybank National Association | 0.19% | Reduce -2.6% | 564,752 | $54.2M |
| Willis Johnson & Associates, Inc. | 3.33% | Reduce -18.1% | 559,755 | $53.7M |
| Royal Bank of Canada | 0.01% | Reduce -8.2% | 541,621 | $51.9M |
| Bank of Montreal | 0.02% | Reduce -0.6% | 519,141 | $49.8M |
| Joel Isaacson & Co., LLC | 1.76% | Add +0.3% | 508,196 | $48.7M |
| Cerity Partners LLC | 0.08% | Reduce -6.1% | 498,874 | $47.8M |
| Midland Wealth Advisors, LLC | 2.51% | Reduce -44.3% | 489,566 | $46.9M |
| Bokf, NA | 0.70% | Reduce -3.3% | 482,994 | $46.3M |
| Regions Financial Corp. | 0.30% | Add +3.3% | 482,834 | $46.3M |
| Wilmington Savings Fund Society, FSB | 1.01% | Reduce -6.2% | 438,557 | $42.1M |
| Focus Partners Wealth | 0.07% | Add +3.4% | 437,302 | $41.9M |
| Truist Financial Corp. | 0.05% | Reduce -2.9% | 406,954 | $39.0M |
| Captrust Financial Advisors | 0.08% | Reduce -7.2% | 400,732 | $38.4M |
| Jones Financial Companies LLLP | 0.03% | Add +8.9% | 392,314 | $37.7M |
| Moment Partners, LLC | 6.28% | Reduce -1.3% | 370,341 | $35.5M |
| Mariner, LLC | 0.04% | Add +3.2% | 328,919 | $31.5M |
| Steward Partners Investment Advisory, LLC | 0.17% | Reduce -8.2% | 304,031 | $29.2M |
| Courier Capital LLC | 1.54% | Add +0.9% | 280,629 | $26.9M |
| Lido Advisors, LLC | 0.11% | Add +5.4% | 275,004 | $26.4M |
| Savant Capital, LLC | 0.15% | Reduce -1.3% | 262,953 | $25.2M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -0.4% | 251,924 | $24.2M |
| Baird Financial Group, Inc. | 0.04% | Add +15.4% | 249,384 | $23.9M |
| Inspirion Wealth Advisors, LLC | 3.14% | Reduce -18.8% | 244,174 | $22.4M |
| Atlantic Union Bankshares Corp | 0.41% | Add +0.5% | 228,219 | $21.9M |
| SPC Financial, Inc. | 1.69% | Add +0.2% | 225,286 | $21.6M |
| Capital Advisors, Ltd. LLC | 2.33% | Reduce -0.4% | 215,172 | $20.6M |
| Cassaday & Co Wealth Management LLC | 0.46% | Reduce -0.7% | 207,067 | $19.9M |
| Stifel Financial Corp. | 0.02% | Reduce -1.5% | 206,341 | $19.8M |
| Cetera Investment Advisers | 0.02% | Add +12.8% | 204,988 | $19.7M |
| Hudson Capital Management LLC | 4.94% | Add +1.6% | 188,098 | $18.0M |
| Creative Planning | 0.01% | Reduce -1.3% | 186,626 | $17.9M |
| Salomon & Ludwin, LLC | 1.61% | Reduce -1.7% | 185,177 | $17.9M |
| Equitable Holdings, Inc. | 0.13% | Add +23.4% | 183,508 | $17.6M |
| Sterling Financial Planning, Inc. | 5.45% | Add +1.1% | 180,213 | $17.3M |
| Kestra Advisory Services, LLC | 0.08% | Add +0.1% | 172,776 | $16.6M |
| Comerica Bank | 0.06% | Reduce -2.2% | 164,008 | $15.7M |
| Integrated Wealth Concepts LLC | 0.14% | Add +0.0% | 160,797 | $15.4M |
| Texas Yale Capital Corp. | 0.48% | Reduce -0.1% | 159,497 | $15.3M |
| 1834 Investment Advisors Co. | 1.86% | Reduce -5.0% | 157,952 | $15.1M |
| Argent Trust Co | 0.51% | Add +4.6% | 151,027 | $14.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -0.8% | 146,088 | $14.0M |
| Ifrah Financial Services, Inc. | 3.55% | Reduce -0.5% | 142,994 | $13.7M |
| Cullen/Frost Bankers, Inc. | 0.16% | Reduce -2.2% | 142,960 | $13.7M |
| Waverly Advisors, LLC | 0.14% | Reduce -0.9% | 142,158 | $13.6M |
| GHP Investment Advisors, Inc. | 0.57% | Reduce -0.6% | 142,029 | $13.6M |
| Fifth Third Bancorp | 0.04% | Add +2.1% | 138,780 | $13.3M |
| First Merchants Corp. | 0.50% | Reduce -3.0% | 138,572 | $13.3M |
| Moneta Group Investment Advisors LLC | 0.10% | Add +1.6% | 126,373 | $12.1M |
| US Bancorp \de | 0.01% | Reduce -2.4% | 111,599 | $10.7M |
| AlTi Global, Inc. | 0.25% | Reduce -29.4% | 109,075 | $10.5M |
| White Pine Investment CO | 2.28% | Add +1.0% | 100,140 | $9.6M |
| Blue Edge Capital, LLC | 1.36% | Add +0.1% | 99,728 | $9.6M |
| JFS Wealth Advisors, LLC | 0.53% | Add +3.3% | 95,025 | $9.1M |
| Broadview Financial Management, LLC | 6.08% | Reduce -3.9% | 93,953 | $9.0M |
| Ashton Thomas Private Wealth, LLC | 0.22% | Reduce -2.8% | 89,557 | $8.6M |
| Mill Creek Capital Advisors, LLC | 0.17% | No change | 87,592 | $8.4M |
| Associated Banc-Corp | 0.22% | Reduce -1.6% | 87,498 | $8.4M |
| SOA Wealth Advisors, LLC. | 1.32% | Reduce -13.9% | 84,586 | $8.1M |
| Bryn Mawr Trust Advisors, LLC | 0.40% | Reduce -0.2% | 84,550 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -22.1% | 81,497 | $7.8M |
| StoneX Group Inc. | 0.33% | Add +0.1% | 79,351 | $7.6M |
| Rodgers & Associates, LTD | 0.77% | Reduce -5.4% | 78,287 | $7.5M |
| Callan Family Office, LLC | 0.24% | Reduce -7.6% | 78,171 | $7.5M |
| Oldfather Financial Services, LLC | 2.33% | Add +4.6% | 78,068 | $7.5M |
| Denver PWM, LLC | 2.32% | No change | 81,628 | $7.4M |
| Greenleaf Trust | 0.07% | Reduce -0.7% | 76,543 | $7.3M |
| Heritage Trust Co | 0.77% | Reduce -0.0% | 75,620 | $7.3M |
| Private Advisor Group, LLC | 0.04% | Reduce -3.6% | 75,467 | $7.2M |
| DDFG, Inc | 1.66% | Add +23.6% | 74,895 | $7.2M |
| First Citizens Financial Corp | 3.53% | Add +2.3% | 74,523 | $7.1M |
| Mechanics Bank Trust Department | 0.99% | Reduce -0.7% | 73,295 | $7.0M |
| JNBA Financial Advisors | 0.61% | Reduce -3.4% | 69,983 | $6.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +5.4% | 68,226 | $6.5M |
| Citigroup Inc. | 0.00% | Add +49.4% | 66,832 | $6.4M |
| HB Wealth Management, LLC | 0.04% | Add +3.5% | 66,518 | $6.4M |
| Goelzer Investment Management, Inc. | 0.34% | Reduce -3.0% | 66,331 | $6.4M |
| Centerpoint Advisors, LLC | 1.89% | Reduce -0.5% | 63,636 | $6.1M |
| Independence Financial Advisors, LLC | 1.86% | Add +5.4% | 63,635 | $6.1M |
| Idaho Trust Co | 2.03% | Add +21.5% | 62,739 | $6.0M |
| World Investment Advisors | 0.12% | Reduce -87.3% | 61,660 | $5.9M |
"% 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.