IJK · iShares S&P Mid-Cap 400 Growth ETF ETF
$113.45
+0.07 (+0.06%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $7,646,312
Total Shares: 65,075
Institutional Ownership Trend
21 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
72.1%
−22.9 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,735
Highly concentrated−3,321
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
0
Decreased
0
Sold Out
2
Unchanged
0
Holder count:
+2
Institutional value:
+45.4%
Shares held:
+24.5%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 46,937 | $5,515,097 | |
| Mega CITADEL ADVISORS LLC | 14,600 | $1,715,500 | |
| Mid Parkside Financial Bank & Trust | 3,514 | $412,895 | |
| Small TUCKER ASSET MANAGEMENT LLC | 24 | $2,820 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 49,670 | $4,997,794 | |
| Mid Dakota Wealth Management | 2,595 | $261,108 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC IJK | $5,515,097 | 72.13% | 46,937 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC IJK | $1,198,500 | 15.67% | 10,200 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IJK | $517,000 | 6.76% | 4,400 | Put | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank IJK | $412,895 | 5.40% | 3,514 | Shares | 2026-09-04 | |
| Small TUCKER ASSET MANAGEMENT LLC IJK | $2,820 | 0.04% | 24 | Shares | 2026-08-27 |