Who Owns iShares S&P Mid-Cap 400 Growth ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares S&P Mid-Cap 400 Growth ETF.
Who crossed 5% of IJK →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| INSPIRION WEALTH ADVISORS, LLCS&P MC 400GR ETF141.8K shtrimmed | $15.5M |
| Farther Finance Advisors, LLCETF76.9K shadded | $8.4M |
| Independence Financial Advisors, LLCS&P MC 400GR ETF45.5K shadded | $5M |
| Lee, Kelleher & Klein Wealth ManagementS&P MC 400GR ETF40.8K shadded | $4.5M |
| ANB BANKCom37.9K shtrimmed | $4.2M |
| Whitaker-Myers Wealth Managers, LTD.S&P MC 400GR ETF34.9K shtrimmed | $3.8M |
| Plan A Wealth LLCS&P MC 400GR ETF32.2K shadded | $3.5M |
| YHB Investment Advisors, Inc.S&P MC 400GR ETF13.8K shheld | $1.5M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund12.4K shadded | $1.4M |
| Bangor Savings BankS&P MC 400GR ETF11.2K shheld | $1.2M |
| Breakwater Capital GroupS&P MC 400GR ETF9.7K shadded | $1.1M |
| Venture Visionary Partners LLCS&P MC 400GR ETF9.4K shadded | $1M |
| Atlas Brown,Inc.ETF9.3K shtrimmed | $1M |
| First Heartland Consultants, Inc.S&P MC 400GR ETF9.2K shtrimmed | $1M |
| Heartwood Wealth Advisors LLCETF9.2K shheld | $1M |
| DAVIDSON TRUST COEquities8.9K shtrimmed | $980.6K |
| Peterson Wealth Advisors, LLCS&P MC 400GR ETF8.7K shadded | $951.3K |
| Valeo Financial Advisors, LLCETF7.7K shadded | $844K |
| Legacy Private Trust Co.S&P MC 400GR ETF6.4K shheld | $698.2K |
| Prosperity Planning, Inc.S&P MC 400GR ETF6.3K shtrimmed | $695.1K |
| Friday FinancialS&P MC 400GR ETF6.2K shadded | $684.7K |
| SAPIENT CAPITAL LLCS&P MC 400GR ETF5.8K shadded | $631.3K |
| CONGRESS ASSET MANAGEMENT COCOM4.4K shtrimmed | $479.3K |
| ARMSTRONG ADVISORY GROUP, INCS&P MC 400GR ETF4.1K shadded | $453.1K |
| CoreCap Advisors, LLCETF4.1K shtrimmed | $451.7K |
| Gerald Baker Financial Group LLCS&P MC 400GR ETF3.7K shadded | $410.3K |
| Veracity Capital LLCS&P MC 400GR ETF3.7K shheld | $400.3K |
| Vann Equity Management LLCS&P MC 400GR ETF3.6K shadded | $389.1K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF2.9K shheld | $320.2K |
| ECLECTIC ASSOCIATES INC /ADVS&P MC 400GR ETF2.9K shheld | $317.9K |
| TOMPKINS FINANCIAL CORPS&P MC 400GR ETF2.5K shheld | $274.1K |
| CHAPIN DAVIS, INC.S&P MC 400GR ETF2.4K shheld | $260.4K |
| FC Advisory LLCS&P MC 400GR ETF1.9K shadded | $211.3K |
| KWMG, LLCS&P MC 400GR ETF1.9K shheld | $206.1K |
| GAMMA Investing LLCETF1.7K shheld | $181.1K |
| EASTERN BANKS&P MC 400GR ETF1.5K sh— | $161.8K |
| Grove Bank & TrustS&P MC 400GR ETF1.5K shheld | $161.3K |
| Rosenberg Matthew HamiltonETF1.5K shtrimmed | $161.3K |
| Horrell Capital Management, Inc.S&P MC 400GR ETF1.2K shheld | $133.7K |
| ATWOOD & PALMER INCCOM365 shheld | $40K |
| STEPH & COS&P MC 400GR ETF347 shtrimmed | $38K |
| AMERICAN NATIONAL BANK & TRUSTS&P MC 400GR ETF333 shtrimmed | $36.5K |
| TOTH FINANCIAL ADVISORY CORPS&P MC 400GR ETF220 shheld | $24.1K |
| Bullock Wealth Management GroupETF112 shheld | $12.4K |
| Pacifica Partners Inc.S&P MC 400GR ETF112 shheld | $12.4K |
| Trust CoETF48 shtrimmed | $5.3K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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