13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
IJJ

ISHARES S&P MID-CAP 400 VALU

889 institutions still hold ISHARES S&P MID-CAP 400 VALU as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287705·Exchange Traded Fund·889 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.9%
vs prior quarter
13F value held
$3.7B
57.0% inst. owned
of float
Holders
889
-24 QoQ
filers reporting
Activity
+16 / −107
+955 added · −922 reduced
this quarter
Concentration
14.64%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

889 institutions reported IJJ in Q1 2026. FMR LLC leads at 14.6% of the visible book. -24 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$543M4.1M0.03%Q1 202602
MORGAN STANLEY
CIK 0000895421
$535M4.0M0.03%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$455M3.4M0.09%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$318M2.4M0.02%Q1 202605
UBS Group AG
CIK 0001610520
$296M2.2M0.04%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$291M2.2M0.08%Q1 202607
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$165M1.3M0.10%Q4 202508
D.A. DAVIDSON & CO.
CIK 0001080107
$145M1.1M0.88%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$122M923K0.04%Q1 202610
CULLEN/FROST BANKERS, INC.
CIK 0000039263
$109M825K1.24%Q1 202611
LPL Financial LLC
CIK 0001403438
$102M772K0.03%Q1 202612
NORTHERN TRUST CORP
CIK 0000073124· Index
$89M672K0.01%Q1 202613
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$85M639K0.05%Q1 202614
Financial Engines Advisors L.L.C.
CIK 0001420473
$83M625K0.17%Q1 202615
AMERIPRISE FINANCIAL INC
CIK 0000820027
$80M600K0.02%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$74M558K0.01%Q1 202617
JPMORGAN CHASE & CO
CIK 0000019617
$57M438K0.00%Q1 202618
Bank of New York Mellon Corp
CIK 0001390777
$54M408K0.01%Q1 202619
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$54M413K0.03%Q1 202620
HighTower Advisors, LLC
CIK 0001462245
$50M380K0.05%Q1 2026
Page 1 of 45
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