ISHARES S&P MID-CAP 400 VALU (IJJ) Institutional Ownership

IJJ is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.58M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $4.20M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's IJJ position is now estimated to be worth approximately $4.67M, representing an estimated gain of +11.16% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks disclosed ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES S&P MID-CAP 400 VALU (IJJ).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$4,581,90234,580
Q4 20251$4,168,82331,680
Q3 20251$4,111,08731,692
Q2 20252$4,874,86139,447
Q1 20252$6,059,65650,611
Q4 20242$6,607,26052,875
Q3 20241$4,175,88433,780
Q2 20242$2,356,33820,768
Q1 20242$785,60013,934
Q4 20231$767,9466,734
Q3 20232$564,7858,393
Q2 20231$598,8575,590