IJJ Institutional Ownership & Shareholders
ISHARES S&P MID-CAP 400 VALU (IJJ) is currently held by 860 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.02B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $594.70M, representing an estimated loss of -1.53% 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
860
Total Reported Value
$6.02B
Largest Holder
Fmr Llc
Largest Position
$603.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
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 | $594,700,853 | -$9,239,186 | -1.53% | |
| Morgan Stanley | 0.03% | 3,991,007 | $589,591,626 | $580,571,788 | -$9,019,838 | -1.53% | |
| Wells Fargo & Company/Mn | 0.09% | 3,517,335 | $519,615,912 | $511,666,722 | -$7,949,190 | -1.53% | |
| Bank Of America Corp | 0.02% | 2,383,455 | $352,107,871 | $346,721,199 | -$5,386,672 | -1.53% | |
| Envestnet Asset Management Inc | 0.08% | 2,237,277 | $330,498,506 | $325,456,685 | -$5,041,821 | -1.53% | |
| Ubs Group Ag | 0.05% | 1,938,165 | $286,325,115 | $281,944,863 | -$4,380,252 | -1.53% | |
| Pnc Financial Services Group, Inc. | 0.10% | 1,301,187 | $192,224,369 | $189,283,673 | -$2,940,696 | -1.53% | |
| D.A. Davidson & Co. | 0.87% | 1,171,523 | $161,330,562 | $170,421,451 | +$9,090,889 | +5.63% | |
| Raymond James Financial Inc | 0.03% | 867,638 | $128,176,181 | $126,215,300 | -$1,960,881 | -1.53% | |
| Lpl Financial Llc | 0.03% | 768,548 | $113,537,551 | $111,800,678 | -$1,736,873 | -1.53% | |
| Cullen/Frost Bankers, Inc. | 0.98% | 729,561 | $100,467,885 | $106,129,239 | +$5,661,354 | +5.63% | |
| Northern Trust Corp | 0.01% | 674,681 | $99,670,624 | $98,145,845 | -$1,524,779 | -1.53% | |
| Financial Engines Advisors L.L.C. | 0.16% | 609,138 | $89,987,957 | $88,611,305 | -$1,376,652 | -1.53% | |
| Ameriprise Financial Inc | 0.02% | 605,746 | $89,562,504 | $88,117,871 | -$1,444,633 | -1.61% | |
| Royal Bank Of Canada | 0.01% | 545,411 | $80,574,000 | $79,340,938 | -$1,233,062 | -1.53% | |
| Jpmorgan Chase & Co | 0.00% | 449,626 | $66,225,560 | $65,407,094 | -$818,466 | -1.24% | |
| Jones Financial Companies Lllp | 0.02% | 415,471 | $61,314,928 | $60,438,566 | -$876,362 | -1.43% | |
| Bank Of New York Mellon Corp | 0.01% | 402,922 | $59,523,680 | $58,613,063 | -$910,617 | -1.53% | |
| Baird Financial Group, Inc. | 0.07% | 334,351 | $49,393,673 | $48,638,040 | -$755,633 | -1.53% | |
| Mai Capital Management | 0.19% | 332,590 | $49,133,603 | $48,381,867 | -$751,736 | -1.53% | |
| Cerity Partners Llc | 0.05% | 263,246 | $38,888,965 | $38,294,396 | -$594,569 | -1.53% | |
| Lido Advisors, Llc | 0.14% | 262,650 | $38,801,691 | $38,207,696 | -$593,996 | -1.53% | |
| Midland Wealth Advisors, Llc | 1.74% | 273,118 | $37,611,080 | $39,730,475 | +$2,119,395 | +5.64% | |
| Rehmann Capital Advisory Group | 1.70% | 250,706 | $37,049,393 | $36,470,202 | -$579,191 | -1.56% | |
| Wilmington Savings Fund Society, Fsb | 0.80% | 255,874 | $35,236,409 | $37,221,991 | +$1,985,582 | +5.64% | |
| World Investment Advisors | 0.58% | 265,442 | $35,171,024 | $38,613,848 | +$3,442,824 | +9.79% | |
| Willis Johnson & Associates, Inc. | 1.91% | 232,221 | $34,306,011 | $33,781,189 | -$524,822 | -1.53% | |
| Rockefeller Capital Management L.P. | 0.05% | 215,877 | $31,891,627 | $31,403,627 | -$488,000 | -1.53% | |
| Courier Capital Llc | 1.53% | 224,842 | $30,962,946 | $32,707,766 | +$1,744,820 | +5.64% | |
| Truist Financial Corp | 0.03% | 206,629 | $28,454,880 | $30,058,321 | +$1,603,441 | +5.64% | |
| Assetmark, Inc | 0.04% | 189,440 | $26,087,718 | $27,557,837 | +$1,470,119 | +5.64% | |
| Keybank National Association/Oh | 0.08% | 173,265 | $25,596,447 | $25,204,860 | -$391,587 | -1.53% | |
| Mariner, Llc | 0.03% | 171,395 | $25,320,249 | $24,932,831 | -$387,418 | -1.53% | |
| Creative Planning | 0.01% | 178,058 | $24,520,312 | $25,902,097 | +$1,381,785 | +5.64% | |
| Bank Of Montreal | 0.01% | 162,264 | $23,971,261 | $23,604,544 | -$366,717 | -1.53% | |
| Commonwealth Equity Services, Llc | 0.03% | 169,664 | $23,364,457 | $24,681,022 | +$1,316,565 | +5.63% | |
| Alphacore Capital Llc | 0.43% | 157,712 | $23,298,849 | $22,942,365 | -$356,484 | -1.53% | |
| Sterling Financial Planning, Inc. | 6.31% | 167,200 | $23,025,162 | $24,322,584 | +$1,297,422 | +5.63% | |
| Fifth Third Bancorp | 0.04% | 150,705 | $22,263,710 | $21,923,056 | -$340,654 | -1.53% | |
| Wealthspire Advisors, Llc | 0.11% | 138,688 | $20,488,430 | $20,174,943 | -$313,487 | -1.53% | |
| Focus Partners Wealth | 0.02% | 125,147 | $18,488,139 | $18,205,134 | -$283,005 | -1.53% | |
| Osaic Holdings, Inc. | 0.02% | 124,686 | $18,427,801 | $18,138,072 | -$289,729 | -1.57% | |
| Lutz Financial Services Llc | 1.06% | 118,338 | $17,482,116 | $17,214,629 | -$267,487 | -1.53% | |
| Mercer Global Advisors Inc | 0.02% | 115,387 | $17,046,014 | $16,785,347 | -$260,667 | -1.53% | |
| Texas Yale Capital Corp. | 0.35% | 108,310 | $16,000,643 | $15,755,856 | -$244,787 | -1.53% | |
| Moneta Group Investment Advisors Llc | 0.12% | 105,579 | $15,597,114 | $15,358,577 | -$238,537 | -1.53% | |
| Cetera Investment Advisers | 0.01% | 105,531 | $15,590,160 | $15,351,595 | -$238,565 | -1.53% | |
| Steward Partners Investment Advisory, Llc | 0.08% | 104,147 | $15,385,638 | $15,150,264 | -$235,374 | -1.53% | |
| Mml Investors Services, Llc | 0.03% | 101,400 | $14,979,768 | $14,750,658 | -$229,110 | -1.53% | |
| Hsbc Holdings Plc | 0.01% | 100,500 | $14,839,819 | $14,619,735 | -$220,084 | -1.48% |
Frequently asked questions about IJJ
Who are the largest institutional holders of IJJ?
The largest institutional holders of IJJ reported in the latest SEC Form 13F filings include Fmr Llc, Morgan Stanley, Wells Fargo & Company/Mn, Bank Of America Corp, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported IJJ position.
What is IJJ institutional ownership?
This page tracks IJJ positions reported by institutional investment managers through SEC Form 13F. ISHARES S&P MID-CAP 400 VALU (IJJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IJJ?
InsiderSet currently tracks 860 institutional managers reporting IJJ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IJJ shareholders.
How much IJJ stock do institutions own?
Institutional investment managers disclosed approximately $6.02B in IJJ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IJJ institutional ownership last updated?
The latest IJJ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IJJ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IJJ position after the reporting date.
Are institutions buying or selling IJJ?
Institutional buying and selling can be analyzed by comparing IJJ positions across consecutive 13F reporting periods. InsiderSet's IJJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IJJ ownership changes.
How has IJJ institutional ownership changed over time?
InsiderSet tracks IJJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.