13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
IJK

ISHARES S&P MID-CAP 400 GROW

986 institutions still hold ISHARES S&P MID-CAP 400 GROW as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287606·Exchange Traded Fund·986 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.2%
vs prior quarter
13F value held
$4.4B
77.0% inst. owned
of float
Holders
986
-108 QoQ
filers reporting
Activity
+88 / −6
+856 added · −829 reduced
this quarter
Concentration
17.63%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

986 institutions reported IJK in Q1 2026. MORGAN STANLEY leads at 17.6% of the visible book. -108 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$784M7.8M0.05%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$590M5.9M0.11%Q1 202603
FMR LLC
CIK 0000315066
$463M4.6M0.02%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$364M3.6M0.03%Q1 202605
SHERMAN PORFOLIOS, LLC
CIK 0002096483
$227M2.3M17.41%Q1 202606
GOLDMAN SACHS GROUP INC
CIK 0000886982
$218M2.2M0.03%Q1 202607
UBS Group AG
CIK 0001610520
$210M2.1M0.03%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$197M2.0M0.05%Q1 202609
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$172M1.8M0.10%Q4 202510
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$149M1.5M0.05%Q1 202611
LPL Financial LLC
CIK 0001403438
$144M1.4M0.04%Q1 202612
Financial Engines Advisors L.L.C.
CIK 0001420473
$124M1.2M0.25%Q1 202613
D.A. DAVIDSON & CO.
CIK 0001080107
$123M1.2M0.75%Q1 202614
NORTHERN TRUST CORP
CIK 0000073124· Index
$113M1.1M0.01%Q1 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$112M1.1M0.07%Q1 202616
USA FINANCIAL FORMULAS
CIK 0001633716
$105M1.0M19.76%Q1 202617
Bank of New York Mellon Corp
CIK 0001390777
$96M950K0.02%Q1 202618
AMERIPRISE FINANCIAL INC
CIK 0000820027
$95M946K0.02%Q1 202619
JPMORGAN CHASE & CO
CIK 0000019617
$88M903K0.01%Q1 202620
MAI Capital Management
CIK 0001040197
$73M723K0.41%Q1 2026
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