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 $8.25B 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 $865.48M in its June 30, 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 $808.83M, representing an estimated loss of -6.54% 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
969
Total Reported Value
$8.25B
Largest Holder
Morgan Stanley
Largest Position
$865.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
69
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.05% | 7,365,748 | $865,475,545 | $808,832,788 | -$56,642,757 | -6.54% | |
| Wells Fargo & Company/Mn | 0.12% | 5,894,027 | $692,548,185 | $647,223,105 | -$45,325,080 | -6.54% | |
| Fmr Llc | 0.02% | 4,492,033 | $527,813,836 | $493,270,144 | -$34,543,692 | -6.54% | |
| Bank Of America Corp | 0.03% | 3,677,630 | $432,121,583 | $403,840,550 | -$28,281,033 | -6.54% | |
| Goldman Sachs Group Inc | 0.03% | 2,139,491 | $251,390,233 | $234,937,507 | -$16,452,726 | -6.54% | |
| Envestnet Asset Management Inc | 0.06% | 2,065,287 | $242,671,173 | $226,789,165 | -$15,882,008 | -6.54% | |
| Ubs Group Ag | 0.04% | 1,907,313 | $224,109,278 | $209,442,041 | -$14,667,237 | -6.54% | |
| Sherman Porfolios, Llc | 17.47% | 2,217,617 | $223,136,623 | $243,516,523 | +$20,379,900 | +9.13% | |
| Pnc Financial Services Group, Inc. | 0.12% | 1,845,094 | $216,798,548 | $202,609,772 | -$14,188,776 | -6.54% | |
| Pinkerton Wealth, Llc | 15.86% | 1,835,243 | $184,662,151 | $201,528,034 | +$16,865,883 | +9.13% | |
| Raymond James Financial Inc | 0.05% | 1,520,276 | $178,632,490 | $166,941,508 | -$11,690,982 | -6.54% | |
| Lpl Financial Llc | 0.04% | 1,476,497 | $173,488,414 | $162,134,136 | -$11,354,278 | -6.54% | |
| D.A. Davidson & Co. | 0.81% | 1,251,060 | $146,999,655 | $137,378,899 | -$9,620,756 | -6.54% | |
| Financial Engines Advisors L.L.C. | 0.24% | 1,169,953 | $137,469,478 | $128,472,539 | -$8,996,939 | -6.54% | |
| Northern Trust Corp | 0.02% | 1,103,320 | $129,640,101 | $121,155,569 | -$8,484,532 | -6.54% | |
| Ameriprise Financial Inc | 0.02% | 989,033 | $116,568,083 | $108,605,714 | -$7,962,369 | -6.83% | |
| Bank Of New York Mellon Corp | 0.02% | 985,567 | $115,804,117 | $108,225,112 | -$7,579,005 | -6.54% | |
| Jpmorgan Chase & Co | 0.01% | 956,027 | $110,851,428 | $104,981,325 | -$5,870,103 | -5.30% | |
| Usa Financial Formulas | 19.76% | 1,041,989 | $104,844,933 | $114,420,812 | +$9,575,879 | +9.13% | |
| Mai Capital Management | 0.33% | 728,317 | $85,577,375 | $79,976,490 | -$5,600,885 | -6.54% | |
| Jones Financial Companies Lllp | 0.03% | 696,600 | $80,391,411 | $76,493,646 | -$3,897,765 | -4.85% | |
| Royal Bank Of Canada | 0.01% | 650,758 | $76,465,000 | $71,459,736 | -$5,005,264 | -6.55% | |
| Commonwealth Equity Services, Llc | 0.09% | 590,043 | $69,330,029 | $64,792,622 | -$4,537,407 | -6.54% | |
| Keybank National Association/Oh | 0.22% | 562,576 | $66,102,726 | $61,776,471 | -$4,326,255 | -6.54% | |
| Cerity Partners Llc | 0.08% | 536,489 | $63,037,163 | $58,911,857 | -$4,125,306 | -6.54% | |
| Joel Isaacson & Co., Llc | 1.70% | 501,110 | $58,880,386 | $55,026,889 | -$3,853,497 | -6.54% | |
| Bokf, Na | 0.78% | 483,485 | $56,809,488 | $53,091,488 | -$3,718,000 | -6.54% | |
| Bank Of Montreal | 0.02% | 468,196 | $55,013,031 | $51,412,603 | -$3,600,428 | -6.54% | |
| Willis Johnson & Associates, Inc. | 2.98% | 455,280 | $53,495,447 | $49,994,297 | -$3,501,150 | -6.54% | |
| Regions Financial Corp | 0.31% | 447,104 | $52,534,720 | $49,096,490 | -$3,438,230 | -6.54% | |
| Focus Partners Wealth | 0.05% | 443,550 | $52,117,111 | $48,706,226 | -$3,410,886 | -6.54% | |
| Truist Financial Corp | 0.06% | 417,243 | $49,026,050 | $45,817,454 | -$3,208,596 | -6.54% | |
| Steward Partners Investment Advisory, Llc | 0.24% | 407,266 | $47,853,789 | $44,721,879 | -$3,131,910 | -6.54% | |
| Pacific Life Fund Advisors Llc | 5.17% | 400,548 | $47,064,390 | $43,984,176 | -$3,080,214 | -6.54% | |
| Midland Wealth Advisors, Llc | 2.20% | 398,575 | $46,832,562 | $43,767,521 | -$3,065,041 | -6.54% | |
| Moment Partners, Llc | 8.39% | 396,412 | $46,578,412 | $43,530,002 | -$3,048,410 | -6.54% | |
| Captrust Financial Advisors | 0.07% | 361,510 | $42,477,469 | $39,697,413 | -$2,780,056 | -6.54% | |
| Cetera Investment Advisers | 0.04% | 350,476 | $41,180,932 | $38,485,770 | -$2,695,162 | -6.54% | |
| Wilmington Savings Fund Society, Fsb | 0.90% | 344,211 | $40,444,793 | $37,797,810 | -$2,646,983 | -6.54% | |
| Lido Advisors, Llc | 0.14% | 338,768 | $39,805,496 | $37,200,114 | -$2,605,382 | -6.55% | |
| Mariner, Llc | 0.04% | 301,678 | $35,447,144 | $33,127,261 | -$2,319,883 | -6.54% | |
| Fifth Third Bancorp | 0.05% | 288,196 | $33,862,979 | $31,646,803 | -$2,216,176 | -6.54% | |
| Rockefeller Capital Management L.P. | 0.05% | 277,858 | $32,648,419 | $30,511,587 | -$2,136,832 | -6.54% | |
| Savant Capital, Llc | 0.09% | 260,429 | $30,599,658 | $28,597,708 | -$2,001,950 | -6.54% | |
| Courier Capital Llc | 1.53% | 260,296 | $30,584,759 | $28,583,104 | -$2,001,655 | -6.54% | |
| Arax Advisory Partners | 0.20% | 257,702 | $30,280,050 | $28,298,257 | -$1,981,793 | -6.54% | |
| Baird Financial Group, Inc. | 0.04% | 245,585 | $28,856,238 | $26,967,689 | -$1,888,549 | -6.54% | |
| Kozak & Associates, Inc. | 4.64% | 230,502 | $26,754,401 | $25,311,425 | -$1,442,976 | -5.39% | |
| Osaic Holdings, Inc. | 0.03% | 217,369 | $25,548,334 | $23,869,290 | -$1,679,044 | -6.57% | |
| Argent Trust Co | 0.73% | 213,832 | $25,125,439 | $23,480,892 | -$1,644,547 | -6.55% |
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.