Follow-The-Filings

Security

IJK

Ishares Tr · S&P MC 400GR ETF

Equity holders as of 2026 Q1 (each manager’s latest book)

8 owners 1 new max 0.1% (Kentucky Trust Co.)

owners 8
max % 0.1%
tracked value $152M
qoq N 1 A 3 R 3

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Kentucky Trust Co. 2026 Q2 stale 0.1% Reduce 0.00 pp 1,170 $137M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 39,041 $4M hist
Ancora Advisors LLC 2026 Q1 0.0% 3,385 $341 hist
Arnold Van Den Berg - Van Den Berg Management I, Inc. 2026 Q1 0.0% Reduce 0.00 pp 41 $4M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 28,974 $3M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 20,800 $2M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 11,209 $1M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 3,319 $334 hist

ownership over time

filing count by report period · click a bar for that quarter’s holders