Security record · archived quarter
IJK
iShares S&P Mid-Cap 400 Growth ETF · Financial Services · Asset Management
71Tracked holders
+2Δ holders
46.84MShares held
$5.50BReported value
+5New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +2.9% ·
share flow -0.1% ·
net new positions +2.8%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | −1 |
| Q3 2025 | 10 | 0 | 15.17M | $1.45B | +1 | −1 |
| Q2 2025 | 7 | +1 | 4.17M | $379.42M | +1 | — |
| Q1 2025 | 3 | -1 | 23.03K | $1.92M | +1 | −2 |
| Q4 2024 | 4 | +1 | 30.00K | $2.73M | +1 | — |
| Q3 2024 | 3 | 0 | 58.35K | $5.36M | — | — |
| Q2 2024 | 3 | — | 31.62K | $2.79M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 7.37M | -5.4% | $865.48M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 7.37M | -5.4% | $865.48M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 7.37M | -5.4% | $865.48M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 7.37M | -5.4% | $865.48M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 7.37M | -5.4% | $865.48M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 5.89M | +0.4% | $692.55M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 5.89M | +0.4% | $692.55M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 5.89M | +0.4% | $692.55M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 5.89M | +0.4% | $692.55M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 5.89M | +0.4% | $692.55M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 4.49M | -2.4% | $527.81M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 4.49M | -2.4% | $527.81M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 3.68M | +1.8% | $432.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 3.68M | +1.8% | $432.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 3.68M | +1.8% | $432.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 3.68M | +1.8% | $432.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 2.14M | -1.1% | $251.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 2.14M | -1.1% | $251.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 2.14M | -1.1% | $251.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 2.07M | +5.3% | $242.67M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 2.01M | +4.1% | $236.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 2.01M | +4.1% | $236.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 2.01M | +4.1% | $236.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 2.01M | +4.1% | $236.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 2.01M | +4.1% | $236.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 2.01M | +4.1% | $236.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 2.01M | +4.1% | $236.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 2.01M | +4.1% | $236.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | UBS Group AG | 1.91M | -8.6% | $224.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | UBS Group AG | 1.91M | -8.6% | $224.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Raymond James Financial Inc | 1.52M | +2.9% | $178.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Raymond James Financial Inc | 1.52M | +2.9% | $178.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Raymond James Financial Inc | 1.52M | +2.9% | $178.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | LPL Financial LLC | 1.48M | +3.0% | $173.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Financial Engines Advisors L.L.C. | 1.17M | -5.0% | $137.47M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 1.15M | +3.3% | $134.75M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 37 | Northern Trust Corp | 1.10M | -1.9% | $129.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Northern Trust Corp | 1.10M | -1.9% | $129.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 989.03K | +4.6% | $116.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Ameriprise Financial Inc | 989.03K | +4.6% | $116.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 989.03K | +4.6% | $116.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 989.03K | +4.6% | $116.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 985.57K | +3.8% | $115.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 985.57K | +3.8% | $115.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 985.57K | +3.8% | $115.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 985.57K | +3.8% | $115.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 985.57K | +3.8% | $115.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 985.57K | +3.8% | $115.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 985.57K | +3.8% | $115.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 985.57K | +3.8% | $115.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 956.03K | +5.8% | $110.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 956.03K | +5.8% | $110.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 956.03K | +5.8% | $110.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 956.03K | +5.8% | $110.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 956.03K | +5.8% | $110.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 956.03K | +5.8% | $110.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 956.03K | +5.8% | $110.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 956.03K | +5.8% | $110.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | Jones Financial Companies Lllp | 696.60K | +21.2% | $80.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Jones Financial Companies Lllp | 696.60K | +21.2% | $80.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Royal Bank Of Canada | 650.76K | +17.9% | $76.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Royal Bank Of Canada | 650.76K | +17.9% | $76.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Royal Bank Of Canada | 650.76K | +17.9% | $76.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Royal Bank Of Canada | 650.76K | +17.9% | $76.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Royal Bank Of Canada | 650.76K | +17.9% | $76.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Royal Bank Of Canada | 650.76K | +17.9% | $76.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Royal Bank Of Canada | 650.76K | +17.9% | $76.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Commonwealth Equity Services, Llc | 590.04K | -0.2% | $69.33M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 69 | Cerity Partners LLC | 536.49K | +1.1% | $63.04M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 70 | Cerity Partners LLC | 536.49K | +1.1% | $63.04M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 71 | Cerity Partners LLC | 536.49K | +1.1% | $63.04M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 72 | HighTower Advisors, LLC | 505.89K | -6.1% | $59.44M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 73 | Bank Of Montreal /Can/ | 468.20K | -0.9% | $55.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Bank Of Montreal /Can/ | 468.20K | -0.9% | $55.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Bank Of Montreal /Can/ | 468.20K | -0.9% | $55.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Focus Partners Wealth | 443.55K | -2.1% | $52.12M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 77 | Truist Financial Corp | 417.24K | +7.7% | $49.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 78 | Truist Financial Corp | 417.24K | +7.7% | $49.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 79 | Truist Financial Corp | 417.24K | +7.7% | $49.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 80 | Captrust Financial Advisors | 361.51K | -3.0% | $42.48M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 81 | Cetera Investment Advisers | 350.48K | +51.2% | $41.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Lido Advisors, LLC | 338.77K | +10.1% | $39.81M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 83 | Lido Advisors, LLC | 338.77K | +10.1% | $39.81M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 84 | Lido Advisors, LLC | 338.77K | +10.1% | $39.81M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 85 | Lido Advisors, LLC | 338.77K | +10.1% | $39.81M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 86 | Mariner, LLC | 301.68K | -6.3% | $35.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Mariner, LLC | 301.68K | -6.3% | $35.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Fifth Third Bancorp | 288.20K | -2.3% | $33.86M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 89 | Rockefeller Capital Management L.P. | 277.86K | -0.9% | $32.65M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 90 | Rockefeller Capital Management L.P. | 277.86K | -0.9% | $32.65M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 91 | Rockefeller Capital Management L.P. | 277.86K | -0.9% | $32.65M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 92 | Rockefeller Capital Management L.P. | 277.86K | -0.9% | $32.65M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 93 | Rockefeller Capital Management L.P. | 277.86K | -0.9% | $32.65M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 94 | Baird Financial Group, Inc. | 245.59K | -0.4% | $28.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Baird Financial Group, Inc. | 245.59K | -0.4% | $28.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Osaic Holdings, Inc. | 217.37K | +33.4% | $25.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Osaic Holdings, Inc. | 217.37K | +33.4% | $25.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Osaic Holdings, Inc. | 217.37K | +33.4% | $25.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Osaic Holdings, Inc. | 217.37K | +33.4% | $25.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Osaic Holdings, Inc. | 217.37K | +33.4% | $25.55M | 0.0% | ▲ Add | 3 | 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
| Renaissance Technologies | $2.09M | was 0.0% |
| T. Rowe Price | $1.19M | was 0.0% |
| Rhumbline Advisers | $10,062 | 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: Q2 2026 ·
Methodology ·
Get this via the API