ISHARES S&P MID-CAP 400 GROW IJK
$115.13
-0.8% 52w: $91.06 – $117.50
Latest 13F among current holders filed 7 days ago (Aug 26, 2026)
Price — last 12 months
research preview data91.06104.28117.50
Aug 18, 2025 Jul 2, 2026
Institutional holders
938
+17 QoQ
13F value
$7.14B
+11.5% QoQ
Smart-money holders
26
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.6×
$1.4M calls / $896K puts
Institutional value by quarter
Number of holders
Who owns IJK?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 7.8M | $783.8M | 0.0% | +7.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 5.9M | $590.5M | 0.1% | -1.1% |
| FMR LLC | Long only active | 4.6M | $462.9M | 0.0% | +10.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.6M | $363.5M | 0.0% | -0.3% |
| SHERMAN PORFOLIOS, LLC | Wealth advisor | 2.3M | $227.0M | 17.4% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 2.2M | $217.6M | 0.0% | -4.9% |
| UBS Group AG | Bank broker | 2.1M | $209.9M | 0.0% | -4.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.0M | $197.4M | 0.1% | +5.0% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.9M | $194.6M | 0.1% | -0.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.5M | $148.7M | 0.0% | -19.5% |
| LPL Financial LLC | Bank broker | 1.4M | $144.2M | 0.0% | -0.4% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 1.2M | $123.9M | 0.3% | -6.1% |
| D.A. DAVIDSON & CO. | Wealth advisor | 1.2M | $123.4M | 0.7% | +2.8% |
| NORTHERN TRUST CORP | Index provider | 1.1M | $113.1M | 0.0% | -0.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.1M | $111.7M | 0.1% | +2.2% |
| USA FINANCIAL FORMULAS | Wealth advisor | 1.0M | $104.8M | 19.8% | New |
| Bank of New York Mellon Corp | Diversified mechanical | 949.6K | $95.5M | 0.0% | +15.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 945.9K | $95.2M | 0.0% | -3.1% |
| JPMORGAN CHASE & CO | Bank broker | 903.2K | $87.8M | 0.0% | +2.0% |
| MAI Capital Management | Wealth advisor | 722.8K | $72.7M | 0.4% | -0.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 591.4K | $59.5M | 0.1% | -2.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 574.6K | $56.8M | 0.0% | +34.9% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 558.7K | $56.2M | 0.2% | -0.8% |
| ROYAL BANK OF CANADA | Bank broker | 551.9K | $55.5M | 0.0% | +3.2% |
| HighTower Advisors, LLC | Diversified mechanical | 538.9K | $54.2M | 0.1% | -7.3% |
| Cerity Partners LLC | Diversified mechanical | 530.7K | $53.4M | 0.1% | +6.0% |
| Modern Wealth Management, LLC | Wealth advisor | 491.5K | $50.0M | 0.9% | +19935.1% |
| Joel Isaacson & Co., LLC | Wealth advisor | 496.0K | $49.9M | 1.7% | -1.2% |
| BOKF, NA | Diversified mechanical | 482.6K | $48.6M | 0.7% | +1.4% |
| BANK OF MONTREAL /CAN/ | Bank broker | 472.6K | $47.6M | 0.0% | -8.6% |
| Willis Johnson & Associates, Inc. | Wealth advisor | 464.3K | $46.7M | 2.7% | -2.3% |
| REGIONS FINANCIAL CORP | Other | 462.2K | $46.5M | 0.3% | -0.4% |
| Focus Partners Wealth | Wealth advisor | 453.2K | $45.6M | 0.1% | -4.4% |
| MIDLAND WEALTH ADVISORS, LLC | Wealth advisor | 412.3K | $41.5M | 2.1% | -7.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 387.3K | $39.0M | 0.1% | -2.3% |
| Moment Partners, LLC | Wealth advisor | 381.9K | $38.4M | 6.9% | +0.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 372.5K | $37.5M | 0.1% | -3.5% |
| Wilmington Savings Fund Society, FSB | Diversified mechanical | 368.1K | $37.0M | 0.9% | -8.0% |
| Mariner, LLC | Diversified mechanical | 322.1K | $32.4M | 0.0% | -7.9% |
| Lido Advisors, LLC | Wealth advisor | 307.7K | $31.0M | 0.1% | +7.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 306.3K | $30.8M | 0.2% | +2.2% |
| FIFTH THIRD BANCORP | Diversified mechanical | 295.0K | $29.7M | 0.1% | +105.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 280.4K | $28.2M | 0.1% | +7.1% |
| Savant Capital, LLC | Wealth advisor | 259.1K | $26.1M | 0.1% | -1.0% |
| COURIER CAPITAL LLC | Wealth advisor | 256.4K | $25.8M | 1.4% | -10.0% |
| Baird Financial Group, Inc. | Diversified mechanical | 246.7K | $24.8M | 0.0% | +0.5% |
| Cetera Investment Advisers | Wealth advisor | 231.7K | $23.3M | 0.0% | +2.2% |
| AlphaCore Capital LLC | Wealth advisor | 216.7K | $21.8M | 0.5% | -2.5% |
| Capital Advisors, Ltd. LLC | Wealth advisor | 212.6K | $21.4M | 2.4% | +0.3% |
| Cassaday & Co Wealth Management LLC | Wealth advisor | 212.2K | $21.4M | 0.5% | +2.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.