IJK · iShares S&P Mid-Cap 400 Growth ETF · Holdings ETF

$109.86 +0.62 (+0.57%)

Volume · Oct 21 75.25K Avg daily vol (3M) 308.32K

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.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 207

Total Value: $49,884,266

Total Shares: 3,636,441

Showing 1–100 of 207 holdings by value · page 1 of 3

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 207 13F filers · Δ vs Jun 30, 2026

Top Holder

44.8%

+6.5 pts

Top 5

76.8%

+6.7 pts

Top 10

88.3%

+10.9 pts

HHI

2,397

Moderately concentrated+546

Who Holds IJK

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 994 filers, like-for-like change +3.2%; actively managed books +4.8%; index-like books -3.6%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	32.8%	673	+11.9%	76	27
Exempt adviser	0.0%	1	-97.1%	0	1
Adviser	1.7%	12	+3.7%	0	0
Bank	28.3%	35	+0.7%	1	1
Insurer	0.1%	1	-0.1%	0	0
Broker-dealer	2.0%	1	+3.0%	0	0
Non-US	0.0%	3	-80.0%	0	0
Holding company	19.8%	8	-4.1%	0	0
Unknown	15.3%	260	+1.9%	22	15

Style	Share	Filers	Change	New	Exited
Index-like	16.3%	9	-3.6%	1	1
Systematic-like	0.1%	4	+92.8%	3	2
Concentrated	22.6%	396	+19.8%	48	16
Diversified active	61.0%	585	+0.1%	47	23
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	-100.0%	0	2

Turnover	Share	Filers	Change	New	Exited
Low turnover	86.7%	771	+0.6%	60	28
Medium turnover	11.9%	129	+29.8%	27	8
High turnover	0.3%	13	-26.4%	3	2
Unknown	1.2%	81	-3.6%	9	6
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	4.1%	78	+0.1%	8	6
Medium horizon	7.8%	210	+4.0%	32	9
Long horizon	85.0%	685	+0.2%	51	26
Unknown	3.2%	21	+488.3%	8	3
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	10.4%	504	+13.5%	59	20
$1B to $10B	16.3%	362	+10.4%	34	19
$10B to $100B	17.4%	92	+3.4%	5	3
$100B or more	56.0%	36	-0.4%	1	2
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	30.6%	613	+10.5%	67	23
Pooled investment vehicles	0.1%	4	+201.2%	3	1
Registered funds and BDCs	0.6%	6	+1137.7%	3	1
Pension and profit sharing plans	0.8%	10	-2.5%	1	0
Insurance companies	0.0%	2	-0.6%	0	0
Charitable organizations	0.0%	1	0.0%	0	0
Governments and sovereign funds	0.0%	3	+176.6%	1	1
Banks and thrifts	0.0%	2	+0.4%	0	0
Corporations	0.0%	3	0.0%	0	0
Other investment advisers	0.0%	5	-0.2%	0	0
Other	0.1%	2	-1.6%	0	0
Diversified	0.4%	20	-7.4%	1	1
Unknown	67.2%	323	-0.6%	23	17

Private funds	Share	Filers	Change	New	Exited
Hedge funds	1.0%	28	+10.3%	6	4
Private equity funds	1.2%	31	-2.0%	3	0
Venture capital funds	0.0%	5	+10.5%	1	0
Real estate funds	1.5%	10	+8.1%	1	0
Securitized asset funds	0.0%	1	-39.1%	0	0
Other private funds	3.9%	28	+11.4%	2	3
Mixed private funds	0.1%	5	+15.1%	1	0
Private funds, type not stated	0.3%	6	-2.9%	0	0
No private funds	24.7%	559	+13.3%	62	21
Unknown	67.2%	321	-0.6%	23	16

Location	Share	Filers	Change	New	Exited
United States	95.6%	976	+3.5%	97	42
Outside the US	4.4%	18	-2.9%	2	2

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 9 holders with no observed 2026-03-31 13F and 8 holders with no observed 2026-06-30 13F.

Conviction and Crowding

994 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

247

24.8% of filers hold it in their top 10

Mar 31, 2026: 3

Holders above 5%

median weight 0.138%

Mar 31, 2026: 0

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

46.6%

of 13F shares, Herfindahl 0.032

Active holders

+4.8%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 15.7 quarters

Under 1 year 33.8% 1 to 3 years 7.77% 3 years or more 58.5% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -792

Institutional value: -97.2%

Shares held: -95.0%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Small Plan A Wealth LLC	+30,107	32,176
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	+9,214	50,324
Small Maltin Wealth Management, Inc.	+6,631	46,016
Small PW Nova Financial Services LLC	+5,097	127,630
Small Murphy, Middleton, Hinkle & Parker, Inc.	+4,580	27,419

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Large Concurrent Investment Advisors, LLC	−126,720	44,173
Mid First Heartland Consultants, Inc.	−43,061	9,236
Mid Diversify Advisory Services, LLC	−40,539	4,960
Mid DIVERSIFY WEALTH MANAGEMENT, LLC	−40,539	4,960
Small INSPIRION WEALTH ADVISORS, LLC	−24,364	141,784

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Mid GODSEY & GIBB, INC	75	$0
Small Mengis Capital Management, Inc.	1,848	$0
Mid EASTERN BANK	1,476	$0

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Micro Summit Financial Consulting LLC	27,175	$3,193,062
Mid Summit Financial Strategies, Inc.	1,753	$205,977
Small Financial Advisory Corp	1,744	$204,920
Mid KANAWHA CAPITAL MANAGEMENT LLC	1,733	$203,627
Small BENNETT SELBY INVESTMENTS LP	1,720	$202,100

Filter: New 3 Increased 51 Reduced 75 Sold out 18 Unchanged 77

Holder type: Registered adviser 133 Adviser 1 Bank 4 Unknown 69

Showing 100 of 207

All Common Calls Puts

Compact Export CSV

Holder	Value (USD)	% of 13F	Shares	Own %	Change	Type	Filed
Small Hudson Capital Management LLC Registered adviser IJK	$22,337,093	44.78%	203,787	—	+865 +0.4%	Shares	2026-10-20
Small Rodgers & Associates, LTD Registered adviser IJK	$8,014,354	16.07%	73,117	—	-518 -0.7%	Shares	2026-10-20
Small Ironwood Financial, llc Registered adviser IJK	$3,821,114	7.66%	34,861	—	+1,000 +3.0%	Shares	2026-10-20
Small Lifestyle Asset Management, Inc. Registered adviser IJK	$2,167,976	4.35%	19,779	—	+907 +4.8%	Shares	2026-10-20
Small C2C Wealth Management, LLC Registered adviser IJK	$1,989,531	3.99%	18,151	—	-410 -2.2%	Shares	2026-10-20
Mid OLD NATIONAL BANCORP /IN/ Bank IJK	$1,924,312	3.86%	17,556	—	0 0.0%	Shares	2026-10-20
Mid Prime Capital Investment Advisors, LLC IJK	$1,018,934	2.04%	9,296	—	-185 -2.0%	Shares	2026-10-20
Mid PRIVATE TRUST CO NA IJK	$977,940	1.96%	8,922	—	-405 -4.3%	Shares	2026-10-20
Small Atlantic Edge Private Wealth Management, LLC Registered adviser IJK	$940,782	1.89%	8,583	—	0 0.0%	Shares	2026-10-20
Small HMS Capital Management, LLC IJK	$862,959	1.73%	7,873	—	-464 -5.6%	Shares	2026-10-20
Small BANK OF STOCKTON IJK	$754,993	1.51%	6,888	—	-1,615 -19.0%	Shares	2026-10-20
Small Net Worth Advisory Group Registered adviser IJK	$628,613	1.26%	5,735	—	+137 +2.4%	Shares	2026-10-20
Mid Diversify Advisory Services, LLC Registered adviser IJK	$543,665	1.09%	4,960	—	-40,539 -89.1%	Shares	2026-10-20
Mid DIVERSIFY WEALTH MANAGEMENT, LLC Registered adviser IJK	$543,665	1.09%	4,960	—	-40,539 -89.1%	Shares	2026-10-20
Small Wagner Wealth Management, Corp IJK	$532,594	1.07%	4,859	—	+17 +0.4%	Shares	2026-10-20
Mid Carnegie Investment Counsel Registered adviser IJK	$458,827	0.92%	4,186	—	0 0.0%	Shares	2026-10-20
Small MKT Advisors LLC Registered adviser IJK	$424,629	0.85%	3,874	—	0 0.0%	Shares	2026-10-20
Small Balboa Wealth Partners IJK	$342,531	0.69%	3,125	—	-26 -0.8%	Shares	2026-10-20
Mid Sowell Financial Services LLC Registered adviser IJK	$302,962	0.61%	2,764	—	+409 +17.4%	Shares	2026-10-20
Small LAZARI CAPITAL MANAGEMENT, INC. IJK	$280,601	0.56%	2,560	—	0 0.0%	Shares	2026-10-20
Small Freedom Day Solutions, LLC Registered adviser IJK	$271,065	0.54%	2,473	—	-21 -0.8%	Shares	2026-10-20
Mid Relyea Zuckerberg Hanson LLC Registered adviser IJK	$269,092	0.54%	2,455	—	+4 +0.2%	Shares	2026-10-20
Small SHRIER WEALTH MANAGEMENT, LLC IJK	$257,035	0.52%	2,345	—	0 0.0%	Shares	2026-10-20
Small Owl Creek Wealth Partners LLC IJK	$91,524	0.18%	835	—	-71 -7.8%	Shares	2026-10-20
Small POM Investment Strategies, LLC IJK	$81,549	0.16%	744	—	-250 -25.2%	Shares	2026-10-20
Small Capital Investment Counsel, Inc Registered adviser IJK	$44,940	0.09%	410	—	0 0.0%	Shares	2026-10-20
Small Physician Wealth Advisors, Inc. Registered adviser IJK	$986	0.00%	9	—	0 0.0%	Shares	2026-10-20
Small Mengis Capital Management, Inc. IJK	—	—	1,848	—	New	Shares	2026-10-13
Small North Capital, Inc. Registered adviser IJK	—	—	2,228	—	0 0.0%	Shares	2026-10-16
Small Horrell Capital Management, Inc. Registered adviser IJK	—	—	1,220	—	0 0.0%	Shares	2026-10-08
Mid MassMutual Private Wealth & Trust, FSB IJK	—	—	12,401	—	+304 +2.5%	Shares	2026-10-05
Small Guidance Point Advisors, LLC Registered adviser IJK	—	—	58,379	—	-969 -1.6%	Shares	2026-10-15
Small FIDUCIARY FINANCIAL GROUP, LLC IJK	—	—	4,445	—	0 0.0%	Shares	2026-10-13
Mid Blue Trust, Inc. IJK	—	—	4,689	—	+2,541 +118.3%	Shares	2026-10-15
Small Trail Ridge Investment Advisors, LLC IJK	—	—	36,084	—	+920 +2.6%	Shares	2026-10-16
Large DAVENPORT & Co LLC Registered adviser IJK	—	—	3,553	—	+131 +3.8%	Shares	2026-10-14
Mid Goelzer Investment Management, Inc. Registered adviser IJK	—	—	59,446	—	-1,132 -1.9%	Shares	2026-10-16
Mid Fulton Bank, N.A. IJK	—	—	17,321	—	+517 +3.1%	Shares	2026-10-14
Mid GAMMA Investing LLC Registered adviser IJK	—	—	1,652	—	0 0.0%	Shares	2026-10-08
Small FIRST HAWAIIAN BANK IJK	—	—	26,289	—	-4,652 -15.0%	Shares	2026-10-14
Micro Breachway Investments LLC Registered adviser IJK	—	—	3,618	—	0 0.0%	Shares	2026-10-19
Small Matthew Goff Investment Advisor, LLC IJK	—	—	3,205	—	0 0.0%	Shares	2026-10-13
Small InvesTrust IJK	—	—	57,284	—	0 0.0%	Shares	2026-10-14
Small WEST PACES ADVISORS INC. Registered adviser IJK	—	—	1,441	—	0 0.0%	Shares	2026-10-13
Mid Krilogy Financial LLC Registered adviser IJK	—	—	2,787	—	+1 +0.0%	Shares	2026-10-13
Small Mezzasalma Advisors, LLC Registered adviser IJK	—	—	4,903	—	0 0.0%	Shares	2026-10-14
Mid Focus Financial Network, Inc. IJK	—	—	7,083	—	-22 -0.3%	Shares	2026-10-14
Small Independent Wealth Network Inc. Registered adviser IJK	—	—	5,714	—	-24 -0.4%	Shares	2026-10-19
Mid ARMSTRONG ADVISORY GROUP, INC Registered adviser IJK	—	—	4,134	—	+17 +0.4%	Shares	2026-10-09
Small Signature Resources Capital Management, LLC IJK	—	—	1,379	—	0 0.0%	Shares	2026-10-16
Small Watchman Group, Inc. Registered adviser IJK	—	—	12,289	—	-137 -1.1%	Shares	2026-10-16
Small Align Financial, LLC IJK	—	—	336	—	0 0.0%	Shares	2026-10-16
Small Gerald Baker Financial Group LLC IJK	—	—	3,744	—	+4 +0.1%	Shares	2026-10-09
Mid DiNuzzo Private Wealth, Inc. Registered adviser IJK	—	—	132	—	0 0.0%	Shares	2026-10-16
Small Veracity Capital LLC Registered adviser IJK	—	—	3,652	—	0 0.0%	Shares	2026-10-08
Mid Turtle Creek Wealth Advisors, LLC Registered adviser IJK	—	—	5,344	—	0 0.0%	Shares	2026-10-15
Small Mechanics Bank Trust Department IJK	—	—	66,449	—	-4,200 -5.9%	Shares	2026-10-13
Small Perkins Coie Trust Co IJK	—	—	43,538	—	-630 -1.4%	Shares	2026-10-15
Small ARCADIA INVESTMENT ADVISORS LLC Registered adviser IJK	—	—	2,240	—	0 0.0%	Shares	2026-10-13
Small Maltin Wealth Management, Inc. Registered adviser IJK	—	—	46,016	—	+6,631 +16.8%	Shares	2026-10-13
Small Murphy, Middleton, Hinkle & Parker, Inc. Registered adviser IJK	—	—	27,419	—	+4,580 +20.1%	Shares	2026-10-15
Micro Benchmark Financial, LLC IJK	—	—	3,477	—	+150 +4.5%	Shares	2026-10-16
Small Clayton Financial Group LLC Registered adviser IJK	—	—	3,250	—	+2 +0.1%	Shares	2026-10-13
Small Neumann Capital Management, LLC Registered adviser IJK	—	—	45,360	—	+1,690 +3.9%	Shares	2026-10-15
Small Meridian Financial Advisors, LLC Registered adviser IJK	—	—	4,391	—	-32 -0.7%	Shares	2026-10-14
Mid SteelPeak Wealth, LLC Registered adviser IJK	—	—	2,034	—	+226 +12.5%	Shares	2026-10-16
Small Hidden Cove Wealth Management, LLC Registered adviser IJK	—	—	2,240	—	0 0.0%	Shares	2026-10-19
Small Hickory Point Bank & Trust IJK	—	—	7,181	—	0 0.0%	Shares	2026-10-01
Small THOMPSON INVESTMENT MANAGEMENT, INC. Registered adviser IJK	—	—	656	—	0 0.0%	Shares	2026-10-14
Small Heck Capital Advisors, LLC Registered adviser IJK	—	—	7,093	—	-5,742 -44.7%	Shares	2026-10-14
Small SC&H Financial Advisors, Inc. Registered adviser IJK	—	—	1,960	—	0 0.0%	Shares	2026-10-14
Small BURKETT FINANCIAL SERVICES, LLC Registered adviser IJK	—	—	473	—	+1 +0.2%	Shares	2026-10-01
Micro SIMA Wealth Partners, LLC Registered adviser IJK	—	—	949	—	-94 -9.0%	Shares	2026-10-19
Mid FIRST CITIZENS BANK & TRUST CO IJK	—	—	10,924	—	-525 -4.6%	Shares	2026-10-14
Large Concurrent Investment Advisors, LLC Registered adviser IJK	—	—	44,173	—	-126,720 -74.2%	Shares	2026-10-16
Small Stanich Group LLC Registered adviser IJK	—	—	2,423	—	-14 -0.6%	Shares	2026-10-16
Small Independence Financial Advisors, LLC IJK	—	—	45,543	—	+1,574 +3.6%	Shares	2026-10-08
Mid BAILARD, INC. Registered adviser IJK	—	—	3,626	—	0 0.0%	Shares	2026-10-13
Small White Pine Investment CO Registered adviser IJK	—	—	101,888	—	+571 +0.6%	Shares	2026-10-15
Small Cordoba Advisory Partners LLC IJK	—	—	11,583	—	+454 +4.1%	Shares	2026-10-19
Small RKL Wealth Management LLC IJK	—	—	9,288	—	-64 -0.7%	Shares	2026-10-16
Mid AWM CAPITAL, LLC Registered adviser IJK	—	—	7,224	—	0 0.0%	Shares	2026-10-16
Small Eagle Bay Advisors LLC Registered adviser IJK	—	—	2,144	—	+47 +2.2%	Shares	2026-10-16
Mid Robertson Stephens Wealth Management, LLC Registered adviser IJK	—	—	7,025	—	+2,438 +53.2%	Shares	2026-10-16
Small IFG Advisors, LLC Registered adviser IJK	—	—	5,884	—	0 0.0%	Shares	2026-10-15
Small Beacon Financial Strategies CORP Registered adviser IJK	—	—	156	—	0 0.0%	Shares	2026-10-14
Mid IFP Advisors, Inc Registered adviser IJK	—	—	7,783	—	-411 -5.0%	Shares	2026-10-16
Micro THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. IJK	—	—	112	—	0 0.0%	Shares	2026-10-14
Mid SAPIENT CAPITAL LLC Adviser IJK	—	—	5,760	—	+213 +3.8%	Shares	2026-10-08
Mid Forvis Mazars Wealth Advisors, LLC Registered adviser IJK	—	—	2,803	—	0 0.0%	Shares	2026-10-13
Mid CFS Investment Advisory Services, LLC IJK	—	—	36,084	—	-329 -0.9%	Shares	2026-10-19
Small ANB BANK IJK	—	—	37,917	—	-81 -0.2%	Shares	2026-10-09
Mid EQUITABLE TRUST CO IJK	—	—	4,138	—	0 0.0%	Shares	2026-10-13
Small STACKSTONE WEALTH, LLC IJK	—	—	17,493	—	—	Shares	2026-10-19
Mid CoreCap Advisors, LLC Registered adviser IJK	—	—	4,121	—	-448 -9.8%	Shares	2026-10-08
Micro Lee-Kelleher Wealth Management IJK	—	—	40,792	—	+1,608 +4.1%	Shares	2026-10-08
Small Saxony Capital Management, LLC Registered adviser IJK	—	—	1,845	—	-58 -3.0%	Shares	2026-10-15
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IJK	—	—	50,324	—	+9,214 +22.4%	Shares	2026-10-13
Mid EASTERN BANK IJK	—	—	1,476	—	New	Shares	2026-10-05
Small First Citizens Financial Corp IJK	—	—	72,411	—	-127 -0.2%	Shares	2026-10-02
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