iShares S&P Mid-Cap 400 ValuIJJETF
13F holders, Q1 2024 (March 31)728holders
2famous investors
$118.26avg. 13F price*
At the end of Q1 2024, 728 institutions reported holding iShares S&P Mid-Cap 400 Valu (IJJ) in their 13F filings. The largest holders were Morgan Stanley ($478.9M), Wells Fargo & Company ($448.9M) and FMR LLC ($394.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares S&P Mid-Cap 400 Valu
- CUSIP
- 464287705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $25.7M |
| Exits | 46 | $34.0M |
Ownership 728 holders
| Morgan Stanley | 0.04% | Add +0.2% | 4,048,737 | $478.9M |
| Wells Fargo & Company | 0.12% | Reduce -0.4% | 3,794,766 | $448.9M |
| FMR LLC | 0.03% | Reduce -2.7% | 3,336,283 | $394.6M |
| Bank of America Corp. | 0.03% | Add +11.5% | 2,473,304 | $292.6M |
| UBS Group AG | 0.08% | Reduce -1.1% | 1,939,473 | $229.4M |
| Envestnet Asset Management Inc. | 0.08% | Add +1.3% | 1,722,049 | $203.7M |
| PNC Financial Services Group, Inc. | 0.11% | Add +0.5% | 1,303,911 | $154.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -5.3% | 928,097 | $109.9M |
| D.A. Davidson & Co. | 0.91% | Reduce -0.1% | 856,735 | $101.3M |
| Financial Engines Advisors L.L.C. | 0.21% | Reduce -1.8% | 779,046 | $92.2M |
| Raymond James & Associates | 0.06% | Reduce -1.8% | 693,011 | $82.0M |
| Cullen/Frost Bankers, Inc. | 1.21% | Add +20.7% | 690,549 | $81.7M |
| Northern Trust Corp. | 0.01% | Add +0.9% | 671,326 | $79.4M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +1.9% | 622,147 | $73.6M |
| Evensky & Katz LLC | 5.06% | Add +1.3% | 606,003 | $71.7M |
| LPL Financial LLC | 0.04% | Reduce -8.8% | 588,421 | $69.6M |
| Midland Wealth Advisors, LLC | 4.20% | Add +2.4% | 577,135 | $68.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -14.1% | 503,016 | $59.5M |
| Royal Bank of Canada | 0.01% | Add +4.5% | 500,594 | $59.2M |
| Commonwealth Equity Services, LLC | 0.08% | Add +50.4% | 426,641 | $50.5M |
| GW Henssler & Associates Ltd. | 2.91% | Add +4.8% | 419,075 | $49.6M |
| Willis Johnson & Associates, Inc. | 4.27% | Add +1.8% | 415,016 | $49.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.9% | 379,214 | $44.9M |
| Wilmington Savings Fund Society, FSB | 1.69% | — | 372,946 | $44.1M |
| Baird Financial Group, Inc. | 0.09% | Add +1.2% | 368,449 | $43.6M |
| MAI Capital Management | 0.44% | Add +1.6% | 355,658 | $42.1M |
| Lido Advisors, LLC | 0.37% | Add +100.9% | 345,926 | $40.9M |
| Bokf, NA | 0.70% | Reduce -1.1% | 330,061 | $38.7M |
| HighTower Advisors, LLC | 0.06% | Add +23.0% | 320,830 | $37.9M |
| Truist Financial Corp. | 0.05% | Reduce -3.6% | 297,890 | $35.2M |
| Pathstone Holdings, LLC | 0.15% | Add +5.8% | 269,212 | $31.8M |
| Creative Planning | 0.03% | Reduce -4.2% | 259,136 | $30.7M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +144.6% | 256,891 | $30.4M |
| Duff & Phelps Investment Management Co. | 0.34% | No change | 240,735 | $28.5M |
| Cerity Partners LLC | 0.07% | Reduce -1.4% | 234,140 | $27.7M |
| Mesirow Financial Investment Management, Inc. | 0.60% | Add +7.5% | 221,843 | $26.2M |
| Courier Capital LLC | 1.85% | Add +1.1% | 216,049 | $25.6M |
| Rockefeller Capital Management L.P. | 0.07% | Add +2.9% | 210,801 | $24.9M |
| Osaic Holdings, Inc. | 0.06% | Add +9.4% | 210,073 | $24.9M |
| Rehmann Capital Advisory Group | 1.70% | Add +6.0% | 192,734 | $22.8M |
| 1834 Investment Advisors Co. | 2.60% | Reduce -9.3% | 184,720 | $21.9M |
| Keybank National Association | 0.09% | Reduce -0.7% | 181,843 | $21.5M |
| Arax Advisory Partners | 2.27% | Reduce -1.6% | 181,652 | $21.5M |
| Salomon & Ludwin, LLC | 1.82% | Reduce -1.9% | 179,239 | $21.2M |
| Stifel Financial Corp. | 0.02% | Add +31.7% | 176,925 | $20.9M |
| Bank of Montreal | 0.01% | Reduce -7.8% | 175,165 | $20.8M |
| Wealth Advisory Solutions, LLC | 5.33% | Add +12.6% | 173,866 | $20.6M |
| Equitable Holdings, Inc. | 0.22% | Add +1.3% | 168,652 | $19.9M |
| Mariner, LLC | 0.04% | Reduce -0.6% | 167,995 | $19.9M |
| SPC Financial, Inc. | 1.84% | Add +1.1% | 165,764 | $19.6M |
| Corient Private Wealth LP | 0.03% | Add +124.7% | 161,414 | $19.1M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -3.2% | 152,737 | $18.1M |
| Jmac Enterprises LLC | 3.30% | Add +8.2% | 150,138 | $17.8M |
| Cetera Investment Advisers | 0.04% | Add +95.5% | 133,825 | $15.8M |
| Sterling Financial Planning, Inc. | 6.21% | Add +1.4% | 129,620 | $15.3M |
| Capital Advisors, Ltd. LLC | 1.97% | Reduce -0.3% | 127,747 | $15.1M |
| First Merchants Corp. | 1.13% | Reduce -14.4% | 126,550 | $15.0M |
| ETF Portfolio Partners, Inc. | 4.70% | Add +19.6% | 125,453 | $14.8M |
| Comerica Bank | 0.06% | Reduce -3.6% | 125,411 | $14.8M |
| Lutz Financial Services LLC | 1.29% | Reduce -2.6% | 124,413 | $14.7M |
| Texas Yale Capital Corp. | 0.61% | No change | 115,243 | $13.6M |
| Blue Edge Capital, LLC | 2.22% | Add +4.1% | 112,629 | $13.3M |
| GHP Investment Advisors, Inc. | 0.65% | Reduce -0.9% | 111,142 | $13.1M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +9.1% | 108,787 | $12.9M |
| Ellis Investment Partners, LLC | 2.79% | Reduce -1.7% | 108,612 | $12.8M |
| Kestra Advisory Services, LLC | 0.08% | Add +4.8% | 104,979 | $12.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -5.1% | 103,364 | $12.2M |
| Flaharty Asset Management, LLC | 1.81% | Add +14.3% | 103,343 | $12.2M |
| Moneta Group Investment Advisors LLC | 0.20% | Add +70.3% | 102,414 | $12.1M |
| Jones Financial Companies LLLP | 0.02% | Add +2.6% | 100,611 | $11.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +223.1% | 99,857 | $11.8M |
| M&T Bank Corp | 0.04% | Reduce -17.7% | 96,944 | $11.5M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -0.5% | 95,260 | $11.3M |
| Asset Management Group, Inc. | 1.63% | Add +0.1% | 90,637 | $10.7M |
| Cassaday & Co Wealth Management LLC | 0.34% | Reduce -0.4% | 87,983 | $10.4M |
| Wealthspire Advisors, LLC | 0.14% | Add +5.7% | 86,648 | $10.2M |
| Atria Wealth Solutions, Inc. | 0.11% | Add +9.8% | 82,381 | $9.7M |
| Nations Financial Group Inc, /Ia/ | 0.81% | Reduce -2.8% | 81,549 | $9.6M |
| Fifth Third Bancorp | 0.04% | Reduce -1.6% | 80,869 | $9.6M |
| US Bancorp \de | 0.01% | Reduce -2.4% | 80,233 | $9.5M |
| Natixis Advisors, LLC | 0.02% | Reduce -1.0% | 75,426 | $8.9M |
| Greenup Street Wealth Management LLC | 2.21% | Add +2.9% | 74,488 | $8.8M |
| Mill Creek Capital Advisors, LLC | 0.23% | No change | 72,226 | $8.5M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -0.2% | 70,515 | $8.3M |
| MML Investors Services, LLC | 0.03% | Add +10.1% | 69,541 | $8.2M |
| Omega Financial Group, LLC | 3.35% | Add +3.6% | 69,152 | $8.2M |
| Ullmann Wealth Partners Group, LLC | 1.18% | Reduce -1.8% | 66,883 | $7.9M |
| Cibc World Market Inc. | 0.02% | Reduce -1.5% | 62,386 | $7.4M |
| Captrust Financial Advisors | 0.03% | Reduce -3.4% | 59,350 | $7.0M |
| First Hawaiian Bank | 0.22% | Reduce -15.8% | 58,763 | $7.0M |
| Merriman Wealth Management, LLC | 0.31% | Reduce -5.0% | 58,581 | $6.9M |
| Greenleaf Trust | 0.06% | Reduce -5.3% | 58,345 | $6.9M |
| Associated Banc-Corp | 0.22% | Add +4.0% | 58,258 | $6.9M |
| One Capital Management, LLC | 0.25% | Reduce -2.3% | 57,780 | $6.8M |
| LMG Wealth Partners, LLC | 1.71% | Reduce -0.1% | 57,383 | $6.8M |
| Etfidea, LLC | 2.22% | Reduce -0.2% | 54,954 | $6.5M |
| Regions Financial Corp. | 0.05% | Reduce -2.4% | 53,977 | $6.4M |
| IFP Advisors, Inc | 0.28% | Reduce -0.4% | 53,683 | $6.4M |
| Oldfather Financial Services, LLC | 2.51% | Add +1.8% | 51,626 | $6.1M |
| Focus Partners Wealth | 0.05% | Add +554.6% | 51,176 | $6.1M |
"% of holder's portfolio" is IJJ's weight in each manager's 13F, not the share of iShares S&P Mid-Cap 400 Valu the manager owns.