13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
IJK

ISHARES S&P MID-CAP 400 GROW

1,043 institutions still hold ISHARES S&P MID-CAP 400 GROW as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287606·Exchange Traded Fund·1,043 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$5.2B
visible holders
Holders
1,043
filers reporting
Concentration
16.76%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

1,043 institutions reported IJK in Q2 2026. MORGAN STANLEY leads at 16.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$865M7.4M0.05%Q2 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$693M5.9M0.11%Q2 202603
FMR LLC
CIK 0000315066
$528M4.5M0.02%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$432M3.7M0.03%Q2 202605
GOLDMAN SACHS GROUP INC
CIK 0000886982
$251M2.1M0.02%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$243M2.1M0.06%Q2 202607
UBS Group AG
CIK 0001610520
$224M1.9M0.03%Q2 202608
SHERMAN PORFOLIOS, LLC
CIK 0002096483
$223M2.2M17.47%Q2 202609
PINKERTON WEALTH, LLC
CIK 0001536446
$185M1.8M15.86%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$179M1.5M0.05%Q2 202611
LPL Financial LLC
CIK 0001403438
$173M1.5M0.04%Q2 202612
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$172M1.8M0.10%Q4 202513
D.A. DAVIDSON & CO.
CIK 0001080107
$147M1.3M0.81%Q2 202614
Financial Engines Advisors L.L.C.
CIK 0001420473
$137M1.2M0.24%Q2 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$135M1.1M0.07%Q2 202616
NORTHERN TRUST CORP
CIK 0000073124· Index
$130M1.1M0.02%Q2 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$117M989K0.02%Q2 202618
Bank of New York Mellon Corp
CIK 0001390777
$116M986K0.02%Q2 202619
JPMORGAN CHASE & CO
CIK 0000019617
$111M956K0.01%Q2 202620
USA FINANCIAL FORMULAS
CIK 0001633716
$105M1.0M19.76%Q1 2026
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