ISHARES S&P MID-CAP 400 VALU (IJJ) Institutional Shareholders
ISHARES S&P MID-CAP 400 VALU (IJJ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $6.09B in IJJ holdings during the latest filing period.
Fmr Llc is currently the largest disclosed institutional shareholder of IJJ tracked by InsiderSet, reporting ownership valued at approximately $603.94M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $580.43M, representing an estimated loss of -3.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed IJJ value among the investors covered in this analysis. Major shareholders include Fmr Llc, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in ISHARES S&P MID-CAP 400 VALU (IJJ).
This page ranks the largest institutional IJJ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
861
Total Reported Value
$6.09B
Largest Holder
Fmr Llc
Largest Position
$603.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.03% | 4,088,134 | $603,940,039 | $580,433,265 | -$23,506,774 | -3.89% | |
| Morgan Stanley | 0.03% | 3,991,007 | $589,591,626 | $566,643,174 | -$22,948,452 | -3.89% | |
| Wells Fargo & Company/Mn | 0.09% | 3,517,335 | $519,615,912 | $499,391,223 | -$20,224,689 | -3.89% | |
| Bank Of America Corp | 0.02% | 2,383,455 | $352,107,871 | $338,402,941 | -$13,704,930 | -3.89% | |
| Envestnet Asset Management Inc | 0.08% | 2,237,277 | $330,498,506 | $317,648,588 | -$12,849,918 | -3.89% | |
| Ubs Group Ag | 0.05% | 1,938,165 | $286,325,115 | $275,180,667 | -$11,144,448 | -3.89% | |
| Pnc Financial Services Group, Inc. | 0.10% | 1,301,187 | $192,224,369 | $184,742,530 | -$7,481,839 | -3.89% | |
| D.A. Davidson & Co. | 0.93% | 1,132,668 | $167,329,080 | $160,816,203 | -$6,512,877 | -3.89% | |
| Raymond James Financial Inc | 0.03% | 867,638 | $128,176,181 | $123,187,243 | -$4,988,938 | -3.89% | |
| Lpl Financial Llc | 0.03% | 768,548 | $113,537,551 | $109,118,445 | -$4,419,106 | -3.89% | |
| Cullen/Frost Bankers, Inc. | 1.12% | 768,428 | $113,519,936 | $109,101,407 | -$4,418,529 | -3.89% | |
| Northern Trust Corp | 0.01% | 674,681 | $99,670,624 | $95,791,208 | -$3,879,416 | -3.89% | |
| Financial Engines Advisors L.L.C. | 0.16% | 609,138 | $89,987,957 | $86,485,413 | -$3,502,544 | -3.89% | |
| Ameriprise Financial Inc | 0.02% | 605,746 | $89,562,504 | $86,003,817 | -$3,558,687 | -3.97% | |
| Royal Bank Of Canada | 0.01% | 545,411 | $80,574,000 | $77,437,454 | -$3,136,546 | -3.89% | |
| Jpmorgan Chase & Co | 0.00% | 449,626 | $66,225,560 | $63,837,899 | -$2,387,661 | -3.61% | |
| Jones Financial Companies Lllp | 0.02% | 415,471 | $61,314,928 | $58,988,573 | -$2,326,355 | -3.79% | |
| Bank Of New York Mellon Corp | 0.01% | 402,922 | $59,523,680 | $57,206,866 | -$2,316,814 | -3.89% | |
| Baird Financial Group, Inc. | 0.07% | 334,351 | $49,393,673 | $47,471,155 | -$1,922,518 | -3.89% | |
| Mai Capital Management | 0.19% | 332,590 | $49,133,603 | $47,221,128 | -$1,912,475 | -3.89% | |
| Midland Wealth Advisors, Llc | 1.93% | 278,506 | $41,143,691 | $39,542,282 | -$1,601,409 | -3.89% | |
| Bokf, Na | 0.55% | 269,482 | $39,810,576 | $38,261,054 | -$1,549,522 | -3.89% | |
| Wilmington Savings Fund Society, Fsb | 0.87% | 263,973 | $38,996,731 | $37,478,887 | -$1,517,844 | -3.89% | |
| Cerity Partners Llc | 0.05% | 263,246 | $38,888,965 | $37,375,667 | -$1,513,298 | -3.89% | |
| Lido Advisors, Llc | 0.14% | 262,650 | $38,801,691 | $37,291,047 | -$1,510,644 | -3.89% | |
| Rehmann Capital Advisory Group | 1.70% | 250,706 | $37,049,393 | $35,595,238 | -$1,454,155 | -3.92% | |
| World Investment Advisors | 0.58% | 265,442 | $35,171,024 | $37,687,455 | +$2,516,431 | +7.15% | |
| Willis Johnson & Associates, Inc. | 1.91% | 232,221 | $34,306,011 | $32,970,738 | -$1,335,273 | -3.89% | |
| Courier Capital Llc | 1.68% | 227,786 | $33,650,856 | $32,341,056 | -$1,309,800 | -3.89% | |
| Rockefeller Capital Management L.P. | 0.05% | 215,877 | $31,891,627 | $30,650,216 | -$1,241,411 | -3.89% | |
| Truist Financial Corp | 0.04% | 209,578 | $30,961,007 | $29,755,884 | -$1,205,123 | -3.89% | |
| Commonwealth Equity Services, Llc | 0.04% | 209,429 | $30,938,986 | $29,734,729 | -$1,204,257 | -3.89% | |
| Keybank National Association/Oh | 0.08% | 173,265 | $25,596,447 | $24,600,165 | -$996,282 | -3.89% | |
| Mariner, Llc | 0.03% | 171,395 | $25,320,249 | $24,334,662 | -$985,587 | -3.89% | |
| Bank Of Montreal | 0.01% | 162,264 | $23,971,261 | $23,038,243 | -$933,018 | -3.89% | |
| Alphacore Capital Llc | 0.43% | 157,712 | $23,298,849 | $22,391,950 | -$906,899 | -3.89% | |
| Sterling Financial Planning, Inc. | 6.29% | 156,530 | $23,124,138 | $22,224,129 | -$900,009 | -3.89% | |
| Fifth Third Bancorp | 0.04% | 150,705 | $22,263,710 | $21,397,096 | -$866,614 | -3.89% | |
| Wealthspire Advisors, Llc | 0.11% | 138,688 | $20,488,430 | $19,690,922 | -$797,508 | -3.89% | |
| Focus Partners Wealth | 0.02% | 125,147 | $18,488,139 | $17,768,371 | -$719,768 | -3.89% | |
| Osaic Holdings, Inc. | 0.02% | 124,686 | $18,427,801 | $17,702,918 | -$724,883 | -3.93% | |
| Lutz Financial Services Llc | 1.06% | 118,338 | $17,482,116 | $16,801,629 | -$680,487 | -3.89% | |
| Mercer Global Advisors Inc | 0.02% | 115,387 | $17,046,014 | $16,382,646 | -$663,368 | -3.89% | |
| Capital Advisors, Ltd. Llc | 1.65% | 110,998 | $16,398,000 | $15,759,496 | -$638,504 | -3.89% | |
| Texas Yale Capital Corp. | 0.35% | 108,310 | $16,000,643 | $15,377,854 | -$622,789 | -3.89% | |
| Moneta Group Investment Advisors Llc | 0.12% | 105,579 | $15,597,114 | $14,990,106 | -$607,008 | -3.89% | |
| Cetera Investment Advisers | 0.01% | 105,531 | $15,590,160 | $14,983,291 | -$606,869 | -3.89% | |
| Steward Partners Investment Advisory, Llc | 0.08% | 104,147 | $15,385,638 | $14,786,791 | -$598,847 | -3.89% | |
| Ghp Investment Advisors, Inc. | 0.55% | 101,841 | $15,044,996 | $14,459,385 | -$585,611 | -3.89% | |
| Mml Investors Services, Llc | 0.03% | 101,400 | $14,979,768 | $14,396,772 | -$582,996 | -3.89% |
Frequently asked questions about IJJ
Who owns the most IJJ stock?
The largest holders of IJJ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES S&P MID-CAP 400 VALU (IJJ).
Is IJJ widely held by superinvestors?
Many widely followed stocks like IJJ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IJJ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.