IJJ institutional holders

ISHARES S&P MID-CAP 400 VALUE ETF · 13F, 2026Q2

Managers holding875
Shares held42,940,462
Reported value$6.3bn
Quarter flows77 new, 216 added, 311 trimmed, 51 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
FMR LLC4,088,134$603.9m0.0%
MORGAN STANLEY3,991,007$589.6m0.0%
WELLS FARGO & COMPANY/MN3,517,335$519.6m0.1%
BANK OF AMERICA CORP /DE/2,383,455$352.1m0.0%
ENVESTNET ASSET MANAGEMENT INC2,237,277$330.5m0.1%
UBS Group AG1,938,165$286.3m0.0%
PNC Financial Services Group, Inc.1,391,097$205.5m0.1%
D.A. DAVIDSON & CO.1,132,668$167.3m0.9%
RAYMOND JAMES FINANCIAL INC867,638$128.2m0.0%
LPL Financial LLC768,548$113.5m0.0%
Cullen/Frost Bankers, Inc.768,428$113.5m1.1%
NORTHERN TRUST CORP674,681$99.7m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO635,321$93.9m0.1%
Financial Engines Advisors L.L.C.609,138$90.0m0.2%
AMERIPRISE FINANCIAL INC605,746$89.6m0.0%
ROYAL BANK OF CANADA545,411$80.6m0.0%
JPMORGAN CHASE & CO449,626$66.2m0.0%
JONES FINANCIAL COMPANIES LLLP415,471$61.3m0.0%
Bank of New York Mellon Corp402,922$59.5m0.0%
Baird Financial Group, Inc.334,351$49.4m0.1%
MAI Capital Management332,590$49.1m0.2%
HighTower Advisors, LLC330,985$48.9m0.0%
Evensky & Katz LLC329,371$48.7m2.5%
MIDLAND WEALTH ADVISORS, LLC278,506$41.1m1.9%
BOKF, NA269,482$39.8m0.5%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IJJ"). IJJ price history · All 13F data

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