ISHARES S&P MID-CAP 400 GROW (IJK) Institutional Shareholders
ISHARES S&P MID-CAP 400 GROW (IJK) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $7.33B in IJK holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of IJK tracked by InsiderSet, reporting ownership valued at approximately $783.79M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $871.50M, representing an estimated gain of +11.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed IJK value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Fmr Llc, and several other long-term asset managers with concentrated positions in ISHARES S&P MID-CAP 400 GROW (IJK).
This page ranks the largest institutional IJK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
949
Total Reported Value
$7.33B
Largest Holder
Morgan Stanley
Largest Position
$783.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.05% | 7,789,591 | $783,788,797 | $871,499,441 | +$87,710,644 | +11.19% | |
| Wells Fargo & Company/Mn | 0.12% | 5,868,364 | $590,474,742 | $656,552,564 | +$66,077,822 | +11.19% | |
| Fmr Llc | 0.02% | 4,600,564 | $462,908,832 | $514,711,100 | +$51,802,268 | +11.19% | |
| Bank Of America Corp | 0.03% | 3,612,759 | $363,515,762 | $404,195,477 | +$40,679,715 | +11.19% | |
| Sherman Porfolios, Llc | 17.41% | 2,256,315 | $227,030,415 | $252,436,522 | +$25,406,107 | +11.19% | |
| Goldman Sachs Group Inc | 0.03% | 2,162,666 | $217,607,524 | $241,959,072 | +$24,351,548 | +11.19% | |
| Ubs Group Ag | 0.04% | 2,086,484 | $209,942,020 | $233,435,830 | +$23,493,810 | +11.19% | |
| Envestnet Asset Management Inc | 0.05% | 1,961,451 | $197,361,161 | $219,447,138 | +$22,085,977 | +11.19% | |
| Pinkerton Wealth, Llc | 15.86% | 1,835,243 | $184,662,151 | $205,326,987 | +$20,664,836 | +11.19% | |
| Pnc Financial Services Group, Inc. | 0.11% | 1,769,615 | $178,058,614 | $197,984,526 | +$19,925,912 | +11.19% | |
| Raymond James Financial Inc | 0.05% | 1,478,069 | $148,723,221 | $165,366,360 | +$16,643,139 | +11.19% | |
| D.A. Davidson & Co. | 0.81% | 1,251,060 | $146,999,655 | $139,968,593 | -$7,031,062 | -4.78% | |
| Lpl Financial Llc | 0.04% | 1,433,081 | $144,196,573 | $160,333,102 | +$16,136,529 | +11.19% | |
| Financial Engines Advisors L.L.C. | 0.25% | 1,231,346 | $123,898,035 | $137,762,990 | +$13,864,955 | +11.19% | |
| Northern Trust Corp | 0.01% | 1,124,475 | $113,144,675 | $125,806,263 | +$12,661,588 | +11.19% | |
| Northwestern Mutual Wealth Management Co | 0.07% | 1,110,021 | $111,690,328 | $124,189,149 | +$12,498,821 | +11.19% | |
| Usa Financial Formulas | 19.76% | 1,041,989 | $104,844,933 | $116,577,729 | +$11,732,796 | +11.19% | |
| Bank Of New York Mellon Corp | 0.02% | 949,569 | $95,545,588 | $106,237,780 | +$10,692,192 | +11.19% | |
| Ameriprise Financial Inc | 0.02% | 945,865 | $95,231,878 | $105,823,376 | +$10,591,498 | +11.12% | |
| Mai Capital Management | 0.41% | 722,750 | $72,723,106 | $80,861,270 | +$8,138,164 | +11.19% | |
| Commonwealth Equity Services, Llc | 0.09% | 590,043 | $69,330,029 | $66,014,011 | -$3,316,018 | -4.78% | |
| Keybank National Association/Oh | 0.22% | 562,576 | $66,102,726 | $62,941,003 | -$3,161,723 | -4.78% | |
| Jones Financial Companies Lllp | 0.03% | 574,619 | $56,774,644 | $64,288,374 | +$7,513,730 | +13.23% | |
| Royal Bank Of Canada | 0.01% | 551,904 | $55,532,000 | $61,747,020 | +$6,215,020 | +11.19% | |
| Hightower Advisors, Llc | 0.06% | 538,870 | $54,220,912 | $60,288,776 | +$6,067,864 | +11.19% | |
| Cerity Partners Llc | 0.08% | 530,687 | $53,397,357 | $59,373,262 | +$5,975,905 | +11.19% | |
| Modern Wealth Management, Llc | 0.86% | 491,460 | $50,001,150 | $54,984,545 | +$4,983,395 | +9.97% | |
| Joel Isaacson & Co., Llc | 1.65% | 496,025 | $49,909,994 | $55,495,277 | +$5,585,283 | +11.19% | |
| Truist Financial Corp | 0.06% | 417,243 | $49,026,050 | $46,681,147 | -$2,344,903 | -4.78% | |
| Bokf, Na | 0.74% | 482,566 | $48,555,791 | $53,989,484 | +$5,433,693 | +11.19% | |
| Bank Of Montreal | 0.02% | 472,625 | $47,555,527 | $52,877,285 | +$5,321,758 | +11.19% | |
| Midland Wealth Advisors, Llc | 2.20% | 398,575 | $46,832,562 | $44,592,571 | -$2,239,991 | -4.78% | |
| Willis Johnson & Associates, Inc. | 2.72% | 464,283 | $46,716,134 | $51,943,982 | +$5,227,848 | +11.19% | |
| Moment Partners, Llc | 8.39% | 396,412 | $46,578,412 | $44,350,575 | -$2,227,837 | -4.78% | |
| Regions Financial Corp | 0.30% | 462,176 | $46,504,149 | $51,708,251 | +$5,204,102 | +11.19% | |
| Focus Partners Wealth | 0.05% | 453,195 | $45,600,479 | $50,703,457 | +$5,102,978 | +11.19% | |
| Wilmington Savings Fund Society, Fsb | 0.90% | 344,211 | $40,444,793 | $38,510,327 | -$1,934,466 | -4.78% | |
| Captrust Financial Advisors | 0.07% | 372,543 | $37,484,104 | $41,680,111 | +$4,196,007 | +11.19% | |
| Mariner, Llc | 0.04% | 322,074 | $32,402,879 | $36,033,639 | +$3,630,760 | +11.21% | |
| Lido Advisors, Llc | 0.12% | 307,696 | $30,960,520 | $34,425,028 | +$3,464,508 | +11.19% | |
| Steward Partners Investment Advisory, Llc | 0.16% | 306,286 | $30,818,538 | $34,267,278 | +$3,448,740 | +11.19% | |
| Courier Capital Llc | 1.53% | 260,296 | $30,584,759 | $29,121,916 | -$1,462,843 | -4.78% | |
| Fifth Third Bancorp | 0.05% | 295,026 | $29,685,490 | $33,007,509 | +$3,322,019 | +11.19% | |
| Rockefeller Capital Management L.P. | 0.05% | 280,395 | $28,213,461 | $31,370,593 | +$3,157,132 | +11.19% | |
| Kozak & Associates, Inc. | 4.64% | 230,502 | $26,754,401 | $25,788,564 | -$965,837 | -3.61% | |
| Savant Capital, Llc | 0.13% | 259,131 | $26,073,779 | $28,991,576 | +$2,917,797 | +11.19% | |
| Baird Financial Group, Inc. | 0.04% | 246,667 | $24,819,634 | $27,597,104 | +$2,777,470 | +11.19% | |
| Hudson Capital Management Llc | 5.76% | 202,922 | $23,843,358 | $22,702,913 | -$1,140,445 | -4.78% | |
| Cetera Investment Advisers | 0.02% | 231,726 | $23,316,231 | $25,925,505 | +$2,609,274 | +11.19% | |
| Alphacore Capital Llc | 0.52% | 216,732 | $21,807,615 | $24,247,976 | +$2,440,361 | +11.19% |
Frequently asked questions about IJK
Who owns the most IJK stock?
The largest holders of IJK are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES S&P MID-CAP 400 GROW (IJK).
Is IJK widely held by superinvestors?
Many widely followed stocks like IJK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IJK is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.