Security record · archived quarter
IJK
iShares S&P Mid-Cap 400 Growth ETF · Financial Services · Asset Management
70Tracked holders
-1Δ holders
46.22MShares held
$4.48BReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -1.4% ·
share flow -1.2% ·
net new positions -1.4%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 57.61K | $6.38M | n/a | n/a |
| Q2 2026 | 71 | +2 | 46.84M | $5.50B | +5 | −3 |
| Q1 2026 | 70 | 0 | 46.93M | $4.72B | +5 | −5 |
| Q4 2025 | 70 | -1 | 46.22M | $4.48B | n/a | −1 |
| Q3 2025 | 10 | 0 | 15.17M | $1.45B | +1 | −1 |
| Q2 2025 | 7 | +1 | 4.17M | $379.42M | +1 | n/a |
| Q1 2025 | 3 | -1 | 23.03K | $1.92M | +1 | −2 |
| Q4 2024 | 4 | +1 | 30.00K | $2.73M | +1 | n/a |
| Q3 2024 | 3 | 0 | 58.35K | $5.36M | n/a | n/a |
| Q2 2024 | 3 | n/a | 31.62K | $2.79M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 7.22M | +0.8% | $699.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 5.94M | n/a | $575.13M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 3 | Fidelity (FMR) ✦ | 4.18M | +4.8% | $404.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 3.62M | n/a | $351.15M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Goldman Sachs Group ✦ | 2.27M | +3.6% | $220.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | UBS Group AG | 2.18M | n/a | $211.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Pnc Financial Services Group, Inc. | 1.94M | n/a | $187.95M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 8 | Envestnet Asset Management Inc | 1.87M | n/a | $181.05M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.84M | n/a | $177.93M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 10 | LPL Financial LLC | 1.44M | n/a | $139.36M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Financial Engines Advisors L.L.C. | 1.31M | n/a | $126.98M | 0.2% | n/c | 1 | SEC ↗ |
| 12 | Northern Trust Corp | 1.13M | n/a | $109.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Northwestern Mutual Wealth… | 1.09M | n/a | $105.19M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 976.00K | n/a | $94.59M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | JPMorgan Chase ✦ | 885.10K | -49.6% | $85.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 16 | Bank of New York Mellon Corp | 821.56K | n/a | $79.59M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 17 | Commonwealth Equity Services, Llc | 607.97K | n/a | $58.90M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 581.19K | n/a | $56.31M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 534.85K | n/a | $51.82M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 20 | Bank Of Montreal /Can/ | 517.20K | n/a | $50.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Cerity Partners LLC | 500.80K | n/a | $48.52M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 22 | Focus Partners Wealth | 474.14K | n/a | $45.93M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 426.12K | n/a | $41.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Truist Financial Corp | 396.64K | n/a | $38.43M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 25 | Captrust Financial Advisors | 386.09K | n/a | $37.40M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 349.77K | n/a | $33.89M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Lido Advisors, LLC | 287.49K | n/a | $27.61M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 28 | Rockefeller Capital Management L.P. | 261.70K | n/a | $25.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Baird Financial Group, Inc. | 245.38K | n/a | $23.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Cetera Investment Advisers | 226.67K | n/a | $21.96M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Hsbc Holdings Plc | 204.37K | n/a | $19.80M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 32 | Stifel Financial Corp | 199.48K | n/a | $19.33M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 33 | Creative Planning | 187.97K | n/a | $18.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Osaic Holdings, Inc. | 167.26K | n/a | $16.21M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 35 | Fifth Third Bancorp | 143.79K | n/a | $13.93M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Corient Private Wealth LP | 123.10K | n/a | $11.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Us Bancorp \De\ | 107.21K | n/a | $10.39M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 38 | Tidal Investments LLC | 63.52K | n/a | $6.15M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 51.58K | n/a | $5.23M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Citigroup Inc | 42.38K | n/a | $4.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Mml Investors Services, Llc | 41.31K | n/a | $4.00M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 40.63K | n/a | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 38.94K | n/a | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Cwm, Llc | 34.67K | n/a | $3.36M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Blair William & Co/Il | 34.05K | n/a | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 25.34K | n/a | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Quantinno Capital Management LP | 20.16K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | T. Rowe Price ✦ | 19.70K | +57.9% | $1.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | Zurcher Kantonalbank (Zurich… | 19.03K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Franklin Resources Inc | 18.92K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 51 | BlackRock ✦ (passive) | 15.65K | +74.1% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 52 | AQR Capital Management ✦ | 13.55K | -15.3% | $1.31M | 0.0% | ▼ Trim | 7 | SEC ↗ ×3 |
| 53 | Brown Advisory Inc | 11.88K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 54 | The Vanguard Group ✦ (passive) | 11.21K | +0.6% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 55 | First Trust Advisors Lp | 10.16K | n/a | $984,414 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Fayez Sarofim & Co | 9.25K | n/a | $896,043 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Tudor Investment Corp Et Al | 9.10K | n/a | $881,996 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Allspring Global Investments… | 8.89K | n/a | $874,647 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 59 | Kayne Anderson Rudnick Investment… | 8.33K | n/a | $807,489 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Massachusetts Financial Services Co… | 6.52K | n/a | $631,851 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Bank Julius Baer & Co. Ltd, Zurich | 6.14K | n/a | $595,168 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | UBS AM, a distinct business unit of… | 4.97K | n/a | $481,784 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Sei Investments Co | 4.81K | n/a | $465,900 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Neuberger Berman Group LLC | 3.97K | n/a | $385,001 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Fisher Asset Management ✦ | 3.89K | +2.9% | $376,582 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Russell Investments Group, Ltd. | 3.57K | n/a | $346,295 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | First Manhattan Co. Llc. | 2.56K | n/a | $248,207 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Assetmark, Inc | 1.54K | n/a | $149,292 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Deutsche Bank Ag\ | 404 | n/a | $39,140 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Qube Research & Technologies Ltd | 257 | n/a | $24,898 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $1.11M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 921 holders, 69.87M shares, $6.94B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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