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

ISHARES S&P MID-CAP 400 VALU

902 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·902 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$3.8B
visible holders
Holders
902
filers reporting
Concentration
14.36%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

902 institutions reported IJJ in Q1 2026. FMR LLC leads at 14.4% of the visible book.

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
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$330M2.2M0.08%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$318M2.4M0.02%Q1 202606
UBS Group AG
CIK 0001610520
$296M2.2M0.04%Q1 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
$122M923K0.04%Q1 202610
CULLEN/FROST BANKERS, INC.
CIK 0000039263
$114M768K1.12%Q2 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
Bank of New York Mellon Corp
CIK 0001390777
$60M403K0.01%Q2 202618
JPMORGAN CHASE & CO
CIK 0000019617
$57M438K0.00%Q1 202619
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$54M413K0.03%Q1 202620
HighTower Advisors, LLC
CIK 0001462245
$49M331K0.05%Q2 2026
Page 1 of 46
882 more holders available. Log in →