ISHARES S&P MID-CAP 400 VALU IJJ
$146.76
-0.0% 52w: $122.32 – $147.73
Latest 13F among current holders filed 5 days ago (Aug 28, 2026)
Price — last 12 months
research preview data122.32135.03147.73
Aug 18, 2025 Jul 2, 2026
Institutional holders
849
+10 QoQ
13F value
$5.76B
+1.1% QoQ
Smart-money holders
13
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$212K calls / — puts
Institutional value by quarter
Number of holders
Who owns IJJ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FMR LLC | Long only active | 4.1M | $542.6M | 0.0% | +7.5% |
| MORGAN STANLEY | Bank broker | 4.0M | $535.4M | 0.0% | +1.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.4M | $455.5M | 0.1% | -2.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.4M | $318.3M | 0.0% | +1.3% |
| UBS Group AG | Bank broker | 2.2M | $296.4M | 0.1% | +4.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.2M | $290.8M | 0.1% | +17.9% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.4M | $178.9M | 0.1% | +0.7% |
| D.A. DAVIDSON & CO. | Wealth advisor | 1.1M | $144.6M | 0.9% | +3.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 922.8K | $122.3M | 0.0% | +15.9% |
| Cullen/Frost Bankers, Inc. | Diversified mechanical | 825.3K | $109.4M | 1.2% | -0.7% |
| LPL Financial LLC | Bank broker | 772.2K | $102.3M | 0.0% | -3.3% |
| NORTHERN TRUST CORP | Index provider | 672.2K | $89.1M | 0.0% | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 639.3K | $84.7M | 0.1% | +0.9% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 625.3K | $82.9M | 0.2% | -5.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 599.7K | $79.6M | 0.0% | -15.0% |
| ROYAL BANK OF CANADA | Bank broker | 558.5K | $74.0M | 0.0% | +3.8% |
| JPMORGAN CHASE & CO | Bank broker | 438.2K | $56.7M | 0.0% | +1.2% |
| Bank of New York Mellon Corp | Diversified mechanical | 407.8K | $54.0M | 0.0% | -1.8% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 412.8K | $53.6M | 0.0% | +42.9% |
| HighTower Advisors, LLC | Diversified mechanical | 380.2K | $50.4M | 0.1% | -10.2% |
| Baird Financial Group, Inc. | Diversified mechanical | 341.4K | $45.2M | 0.1% | -0.9% |
| Evensky & Katz LLC | Wealth advisor | 335.2K | $44.4M | 2.5% | -3.1% |
| MAI Capital Management | Wealth advisor | 325.1K | $43.1M | 0.2% | -1.4% |
| MIDLAND WEALTH ADVISORS, LLC | Wealth advisor | 286.7K | $38.0M | 2.0% | -6.8% |
| Wilmington Savings Fund Society, FSB | Diversified mechanical | 283.5K | $37.6M | 0.9% | -4.3% |
| BOKF, NA | Diversified mechanical | 269.0K | $35.6M | 0.5% | +0.2% |
| Cerity Partners LLC | Diversified mechanical | 266.0K | $35.2M | 0.0% | +15.7% |
| World Investment Advisors | Wealth advisor | 265.4K | $35.2M | 0.6% | +3.7% |
| Rehmann Capital Advisory Group | Wealth advisor | 252.3K | $33.4M | 1.7% | +6.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 236.3K | $31.3M | 0.0% | -6.0% |
| Willis Johnson & Associates, Inc. | Wealth advisor | 234.4K | $31.1M | 1.8% | -4.4% |
| COURIER CAPITAL LLC | Wealth advisor | 224.2K | $29.7M | 1.7% | -8.1% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 224.2K | $29.7M | 0.1% | +2.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 221.0K | $29.3M | 0.0% | -1.1% |
| Creative Planning | Wealth advisor | 200.4K | $26.6M | 0.0% | -8.6% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 179.2K | $23.7M | 0.1% | -1.3% |
| Lido Advisors, LLC | Wealth advisor | 176.6K | $23.4M | 0.1% | +7.4% |
| Mariner, LLC | Diversified mechanical | 174.2K | $23.1M | 0.0% | +1.3% |
| BANK OF MONTREAL /CAN/ | Bank broker | 164.6K | $21.8M | 0.0% | -6.1% |
| AlphaCore Capital LLC | Wealth advisor | 162.6K | $21.5M | 0.5% | -1.7% |
| FIFTH THIRD BANCORP | Diversified mechanical | 155.8K | $20.6M | 0.0% | +116.2% |
| Sterling Financial Planning, Inc. | Wealth advisor | 153.9K | $20.4M | 6.0% | +0.6% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 150.0K | $19.9M | 0.0% | +198.2% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 145.4K | $19.3M | 0.2% | +1.4% |
| Wealthspire Advisors, LLC | Wealth advisor | 138.7K | $18.4M | 0.1% | -0.9% |
| Focus Partners Wealth | Wealth advisor | 131.5K | $17.4M | 0.0% | +0.7% |
| Lutz Financial Services LLC | Wealth advisor | 118.8K | $15.7M | 1.1% | -1.0% |
| Capital Advisors, Ltd. LLC | Wealth advisor | 110.6K | $14.7M | 1.7% | -1.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 108.4K | $14.4M | 0.0% | -2.6% |
| Texas Yale Capital Corp. | Other | 108.4K | $14.4M | 0.4% | -3.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.