13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
IJJ

ISHARES S&P MID-CAP 400 VALU

918 institutions still hold ISHARES S&P MID-CAP 400 VALU as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287705·Exchange Traded Fund·918 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$4.1B
visible holders
Holders
918
filers reporting
Concentration
14.88%
FMR LLC #1
top holder share
AI Holders Summary · Q2 2026

918 institutions reported IJJ in Q2 2026. FMR LLC leads at 14.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$604M4.1M0.03%Q2 202602
MORGAN STANLEY
CIK 0000895421
$590M4.0M0.03%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$520M3.5M0.08%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$352M2.4M0.02%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$330M2.2M0.08%Q2 202606
UBS Group AG
CIK 0001610520
$286M1.9M0.04%Q2 202607
D.A. DAVIDSON & CO.
CIK 0001080107
$167M1.1M0.93%Q2 202608
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$165M1.3M0.10%Q4 202509
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$128M868K0.03%Q2 202610
LPL Financial LLC
CIK 0001403438
$114M769K0.03%Q2 202611
CULLEN/FROST BANKERS, INC.
CIK 0000039263
$114M768K1.12%Q2 202612
NORTHERN TRUST CORP
CIK 0000073124· Index
$100M675K0.01%Q2 202613
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$94M635K0.05%Q2 202614
Financial Engines Advisors L.L.C.
CIK 0001420473
$90M609K0.16%Q2 202615
AMERIPRISE FINANCIAL INC
CIK 0000820027
$90M606K0.02%Q2 202616
ROYAL BANK OF CANADA
CIK 0001000275
$81M545K0.01%Q2 202617
JPMORGAN CHASE & CO
CIK 0000019617
$66M450K0.00%Q2 202618
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$61M415K0.02%Q2 202619
Bank of New York Mellon Corp
CIK 0001390777
$60M403K0.01%Q2 202620
Baird Financial Group, Inc.
CIK 0001648711
$49M334K0.07%Q2 2026
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