IJK Institutional Ownership & Shareholders
ISHARES S&P MID-CAP 400 GROW (IJK) is currently held by 964 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.54B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $797.64M, representing an estimated loss of -7.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% 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
964
Total Reported Value
$7.54B
Largest Holder
Morgan Stanley
Largest Position
$865.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
23
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% | 7,365,748 | $865,475,545 | $797,636,851 | -$67,838,694 | -7.84% | |
| Wells Fargo & Company/Mn | 0.12% | 5,894,027 | $692,548,185 | $638,264,184 | -$54,284,001 | -7.84% | |
| Fmr Llc | 0.02% | 4,492,033 | $527,813,836 | $486,442,254 | -$41,371,582 | -7.84% | |
| Bank Of America Corp | 0.03% | 3,677,630 | $432,121,583 | $398,250,553 | -$33,871,030 | -7.84% | |
| Goldman Sachs Group Inc | 0.03% | 2,139,491 | $251,390,233 | $231,685,480 | -$19,704,753 | -7.84% | |
| Envestnet Asset Management Inc | 0.06% | 2,065,287 | $242,671,173 | $223,649,929 | -$19,021,244 | -7.84% | |
| Ubs Group Ag | 0.04% | 1,907,313 | $224,109,278 | $206,542,925 | -$17,566,353 | -7.84% | |
| Pnc Financial Services Group, Inc. | 0.12% | 1,845,094 | $216,798,548 | $199,805,229 | -$16,993,319 | -7.84% | |
| Raymond James Financial Inc | 0.05% | 1,520,276 | $178,632,490 | $164,630,688 | -$14,001,802 | -7.84% | |
| Lpl Financial Llc | 0.04% | 1,476,497 | $173,488,414 | $159,889,860 | -$13,598,554 | -7.84% | |
| D.A. Davidson & Co. | 0.76% | 1,283,941 | $140,732,852 | $139,037,971 | -$1,694,881 | -1.20% | |
| Financial Engines Advisors L.L.C. | 0.24% | 1,169,953 | $137,469,478 | $126,694,210 | -$10,775,268 | -7.84% | |
| Northern Trust Corp | 0.02% | 1,103,320 | $129,640,101 | $119,478,523 | -$10,161,578 | -7.84% | |
| Ameriprise Financial Inc | 0.02% | 989,033 | $116,568,083 | $107,102,384 | -$9,465,699 | -8.12% | |
| Bank Of New York Mellon Corp | 0.02% | 985,567 | $115,804,117 | $106,727,050 | -$9,077,067 | -7.84% | |
| Jpmorgan Chase & Co | 0.01% | 956,027 | $110,851,428 | $103,528,164 | -$7,323,264 | -6.61% | |
| Mai Capital Management | 0.33% | 728,317 | $85,577,375 | $78,869,448 | -$6,707,927 | -7.84% | |
| Jones Financial Companies Lllp | 0.03% | 696,600 | $80,391,411 | $75,434,814 | -$4,956,597 | -6.17% | |
| Royal Bank Of Canada | 0.01% | 650,758 | $76,465,000 | $70,470,584 | -$5,994,416 | -7.84% | |
| Keybank National Association/Oh | 0.22% | 562,576 | $66,102,726 | $60,921,355 | -$5,181,371 | -7.84% | |
| Cerity Partners Llc | 0.08% | 536,489 | $63,037,163 | $58,096,394 | -$4,940,769 | -7.84% | |
| Joel Isaacson & Co., Llc | 1.70% | 501,110 | $58,880,386 | $54,265,202 | -$4,615,184 | -7.84% | |
| Commonwealth Equity Services, Llc | 0.07% | 511,698 | $56,087,224 | $55,411,776 | -$675,448 | -1.20% | |
| Bank Of Montreal | 0.02% | 468,196 | $55,013,031 | $50,700,945 | -$4,312,086 | -7.84% | |
| Willis Johnson & Associates, Inc. | 2.98% | 455,280 | $53,495,447 | $49,302,271 | -$4,193,176 | -7.84% | |
| Regions Financial Corp | 0.31% | 447,104 | $52,534,720 | $48,416,892 | -$4,117,828 | -7.84% | |
| Focus Partners Wealth | 0.05% | 443,550 | $52,117,111 | $48,032,030 | -$4,085,082 | -7.84% | |
| Steward Partners Investment Advisory, Llc | 0.24% | 407,266 | $47,853,789 | $44,102,835 | -$3,750,954 | -7.84% | |
| Truist Financial Corp | 0.06% | 431,390 | $47,284,644 | $46,715,223 | -$569,421 | -1.20% | |
| Pacific Life Fund Advisors Llc | 5.17% | 400,548 | $47,064,390 | $43,375,343 | -$3,689,047 | -7.84% | |
| Moment Partners, Llc | 8.39% | 396,412 | $46,578,412 | $42,927,455 | -$3,650,957 | -7.84% | |
| Captrust Financial Advisors | 0.07% | 361,510 | $42,477,469 | $39,147,918 | -$3,329,551 | -7.84% | |
| Midland Wealth Advisors, Llc | 1.95% | 386,069 | $42,317,023 | $41,807,412 | -$509,611 | -1.20% | |
| Cetera Investment Advisers | 0.04% | 350,476 | $41,180,932 | $37,953,046 | -$3,227,886 | -7.84% | |
| Lido Advisors, Llc | 0.14% | 338,768 | $39,805,496 | $36,685,187 | -$3,120,309 | -7.84% | |
| Wilmington Savings Fund Society, Fsb | 0.83% | 332,289 | $36,422,198 | $35,983,576 | -$438,622 | -1.20% | |
| Mariner, Llc | 0.04% | 301,678 | $35,447,144 | $32,668,711 | -$2,778,433 | -7.84% | |
| Fifth Third Bancorp | 0.05% | 288,196 | $33,862,979 | $31,208,745 | -$2,654,234 | -7.84% | |
| Rockefeller Capital Management L.P. | 0.05% | 277,858 | $32,648,419 | $30,089,243 | -$2,559,176 | -7.84% | |
| Savant Capital, Llc | 0.09% | 260,429 | $30,599,658 | $28,201,856 | -$2,397,802 | -7.84% | |
| Arax Advisory Partners | 0.20% | 257,702 | $30,280,050 | $27,906,550 | -$2,373,500 | -7.84% | |
| Baird Financial Group, Inc. | 0.04% | 245,585 | $28,856,238 | $26,594,400 | -$2,261,838 | -7.84% | |
| Courier Capital Llc | 1.38% | 255,572 | $28,013,234 | $27,675,892 | -$337,342 | -1.20% | |
| Osaic Holdings, Inc. | 0.03% | 217,369 | $25,548,334 | $23,538,889 | -$2,009,445 | -7.87% | |
| Argent Trust Co | 0.73% | 213,832 | $25,125,439 | $23,155,867 | -$1,969,572 | -7.84% | |
| Alphacore Capital Llc | 0.45% | 209,812 | $24,652,939 | $22,720,541 | -$1,932,398 | -7.84% | |
| Kozak & Associates, Inc. | 4.44% | 225,037 | $24,542,543 | $24,369,257 | -$173,286 | -0.71% | |
| Cassaday & Co Wealth Management Llc | 0.41% | 209,041 | $22,912,973 | $22,637,050 | -$275,923 | -1.20% | |
| Hudson Capital Management Llc | 5.51% | 203,787 | $22,337,134 | $22,068,094 | -$269,040 | -1.20% | |
| Stifel Financial Corp | 0.02% | 188,268 | $22,124,424 | $20,387,542 | -$1,736,882 | -7.85% |
Frequently asked questions about IJK
Who are the largest institutional holders of IJK?
The largest institutional holders of IJK reported in the latest SEC Form 13F filings include Morgan Stanley, Wells Fargo & Company/Mn, Fmr Llc, Bank Of America Corp, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported IJK position.
What is IJK institutional ownership?
This page tracks IJK positions reported by institutional investment managers through SEC Form 13F. ISHARES S&P MID-CAP 400 GROW (IJK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IJK?
InsiderSet currently tracks 964 institutional managers reporting IJK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IJK shareholders.
How much IJK stock do institutions own?
Institutional investment managers disclosed approximately $7.54B in IJK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IJK institutional ownership last updated?
The latest IJK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IJK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IJK position after the reporting date.
Are institutions buying or selling IJK?
Institutional buying and selling can be analyzed by comparing IJK positions across consecutive 13F reporting periods. InsiderSet's IJK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IJK ownership changes.
How has IJK institutional ownership changed over time?
InsiderSet tracks IJK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.