iShares S&P Mid-Cap 400 ValuIJJETF
13F holders, Q2 2024 (June 30)737holders +9
47new positions
41sold out
5famous investors
$112.06avg. 13F price*
At the end of Q2 2024, 737 institutions reported holding iShares S&P Mid-Cap 400 Valu (IJJ) in their 13F filings, up 9 from Q1 2024. 47 opened new positions and 41 sold out. The largest holders were Morgan Stanley ($454.7M), Wells Fargo & Company ($416.8M) and FMR LLC ($364.8M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $42.0M |
| Exits | 41 | $53.1M |
All 13F filers, Q1 2024 → Q2 2024: 2,000,333 shares bought and 1,584,798 shares sold, net +415,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 737 holders
| Morgan Stanley | 0.04% | Reduce -1.0% | 4,007,718 | $454.7M |
| Wells Fargo & Company | 0.11% | Reduce -3.2% | 3,673,205 | $416.8M |
| FMR LLC | 0.02% | Reduce -3.6% | 3,215,474 | $364.8M |
| Bank of America Corp. | 0.03% | Reduce -2.3% | 2,417,628 | $274.3M |
| UBS Group AG | 0.07% | Reduce -1.6% | 1,909,309 | $216.6M |
| Envestnet Asset Management Inc. | 0.07% | Add +1.9% | 1,754,565 | $199.1M |
| PNC Financial Services Group, Inc. | 0.10% | Add +1.1% | 1,317,727 | $149.5M |
| Ameriprise Financial Inc. | 0.03% | Reduce -0.3% | 925,656 | $105.0M |
| D.A. Davidson & Co. | 0.88% | Add +1.5% | 869,457 | $98.6M |
| Financial Engines Advisors L.L.C. | 0.20% | Add +0.2% | 780,451 | $88.6M |
| Cullen/Frost Bankers, Inc. | 1.14% | Add +0.5% | 693,679 | $78.7M |
| Northern Trust Corp. | 0.01% | Add +0.7% | 675,668 | $76.7M |
| Raymond James & Associates | 0.05% | Reduce -5.0% | 658,374 | $74.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +1.5% | 631,309 | $71.6M |
| Evensky & Katz LLC | 4.93% | Add +3.0% | 624,072 | $70.8M |
| LPL Financial LLC | 0.03% | Add +3.5% | 608,769 | $69.1M |
| Midland Wealth Advisors, LLC | 3.86% | Reduce -0.5% | 574,167 | $65.1M |
| Royal Bank of Canada | 0.01% | Add +7.4% | 537,533 | $61.0M |
| Assetmark, Inc. | 0.18% | Add +182624.9% | 506,148 | $57.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -10.7% | 449,401 | $51.0M |
| Commonwealth Equity Services, LLC | 0.08% | Add +3.5% | 441,742 | $50.1M |
| Willis Johnson & Associates, Inc. | 4.03% | Add +4.3% | 432,681 | $49.1M |
| GW Henssler & Associates Ltd. | 2.87% | Add +0.1% | 419,572 | $47.6M |
| Baird Financial Group, Inc. | 0.09% | Reduce -0.0% | 368,295 | $41.8M |
| Wilmington Savings Fund Society, FSB | 1.57% | Reduce -3.2% | 360,892 | $40.9M |
| Lido Advisors, LLC | 0.34% | Add +4.0% | 359,929 | $40.8M |
| MAI Capital Management | 0.40% | Reduce -0.1% | 355,225 | $40.3M |
| HighTower Advisors, LLC | 0.06% | Add +6.0% | 340,026 | $38.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.8% | 330,596 | $37.5M |
| Bokf, NA | 0.67% | Reduce -0.5% | 328,310 | $37.3M |
| Truist Financial Corp. | 0.05% | Reduce -3.7% | 286,902 | $32.6M |
| Pathstone Holdings, LLC | 0.14% | Reduce -0.7% | 267,473 | $30.3M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -3.9% | 246,881 | $28.0M |
| Creative Planning | 0.03% | Reduce -5.5% | 244,919 | $27.8M |
| Cerity Partners LLC | 0.07% | Reduce -2.5% | 228,164 | $25.9M |
| Courier Capital LLC | 2.04% | Add +4.5% | 225,764 | $25.6M |
| Rockefeller Capital Management L.P. | 0.07% | Add +5.2% | 221,804 | $25.2M |
| Mesirow Financial Investment Management, Inc. | 0.56% | Reduce -1.2% | 219,163 | $24.9M |
| Rehmann Capital Advisory Group | 1.52% | Reduce -2.9% | 187,232 | $21.2M |
| Keybank National Association | 0.08% | Reduce -0.5% | 180,905 | $20.5M |
| 1834 Investment Advisors Co. | 2.42% | Reduce -4.2% | 176,970 | $20.1M |
| Arax Advisory Partners | 1.95% | Reduce -2.8% | 176,630 | $20.0M |
| Stifel Financial Corp. | 0.02% | Reduce -3.1% | 171,456 | $19.5M |
| Mariner, LLC | 0.04% | Add +1.9% | 171,156 | $19.4M |
| Bank of Montreal | 0.01% | Reduce -4.4% | 167,467 | $19.0M |
| Osaic Holdings, Inc. | 0.04% | Reduce -20.8% | 166,488 | $18.9M |
| SPC Financial, Inc. | 1.75% | Add +0.4% | 166,365 | $18.9M |
| Wealth Advisory Solutions, LLC | 5.05% | Reduce -5.6% | 164,149 | $18.6M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +5.0% | 160,309 | $18.2M |
| Equitable Holdings, Inc. | 0.19% | Reduce -7.2% | 156,434 | $17.7M |
| Corient Private Wealth LP | 0.03% | Reduce -5.5% | 152,536 | $17.3M |
| Jmac Enterprises LLC | 2.80% | Reduce -6.3% | 140,759 | $16.0M |
| Sterling Financial Planning, Inc. | 6.07% | Add +1.7% | 131,801 | $15.0M |
| Cetera Investment Advisers | 0.03% | Reduce -1.7% | 131,566 | $14.9M |
| Salomon & Ludwin, LLC | 1.66% | Reduce -26.7% | 131,334 | $14.9M |
| ETF Portfolio Partners, Inc. | 4.61% | Add +3.5% | 129,897 | $14.7M |
| Capital Advisors, Ltd. LLC | 1.88% | Reduce -0.1% | 127,599 | $14.5M |
| First Merchants Corp. | 0.57% | Reduce -0.7% | 125,719 | $14.3M |
| Comerica Bank | 0.06% | Reduce -0.7% | 124,509 | $14.1M |
| Lutz Financial Services LLC | 1.22% | Reduce -0.6% | 123,657 | $14.0M |
| Jones Financial Companies LLLP | 0.01% | Add +13.8% | 114,519 | $13.0M |
| Texas Yale Capital Corp. | 0.62% | Reduce -0.7% | 114,393 | $13.0M |
| GHP Investment Advisors, Inc. | 0.63% | Reduce -0.6% | 110,529 | $12.5M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +1.4% | 110,339 | $12.5M |
| Blue Edge Capital, LLC | 2.05% | Reduce -2.9% | 109,322 | $12.4M |
| Focus Partners Wealth | 0.04% | Add +107.9% | 106,390 | $12.1M |
| Kestra Advisory Services, LLC | 0.07% | Add +4.2% | 109,353 | $12.0M |
| Flaharty Asset Management, LLC | 1.75% | Add +1.1% | 104,451 | $11.9M |
| Moneta Group Investment Advisors LLC | 0.18% | Reduce -1.2% | 101,145 | $11.5M |
| Ellis Investment Partners, LLC | 2.42% | Reduce -7.2% | 100,795 | $11.4M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +1.6% | 96,826 | $11.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -6.6% | 96,559 | $11.0M |
| Wealthspire Advisors, LLC | 0.14% | Add +9.7% | 95,032 | $10.8M |
| M&T Bank Corp | 0.04% | Reduce -6.2% | 90,969 | $10.3M |
| Asset Management Group, Inc. | 1.56% | Reduce -0.5% | 90,222 | $10.2M |
| Cassaday & Co Wealth Management LLC | 0.31% | Reduce -0.8% | 87,315 | $9.9M |
| Fifth Third Bancorp | 0.04% | Add +0.1% | 80,907 | $9.2M |
| Nations Financial Group Inc, /Ia/ | 0.75% | Reduce -1.0% | 80,708 | $9.2M |
| US Bancorp \de | 0.01% | Reduce -0.0% | 80,222 | $9.1M |
| Atria Wealth Solutions, Inc. | 0.10% | Reduce -3.2% | 79,756 | $9.0M |
| Greenup Street Wealth Management LLC | 2.04% | Add +2.5% | 76,347 | $8.7M |
| Natixis Advisors, LLC | 0.02% | Reduce -0.8% | 74,801 | $8.5M |
| Omega Financial Group, LLC | 3.33% | Add +4.8% | 72,461 | $8.2M |
| Mill Creek Capital Advisors, LLC | 0.21% | No change | 72,226 | $8.2M |
| CFS Investment Advisory Services, LLC | 0.65% | New | 70,596 | $8.0M |
| Great Lakes Advisors, LLC | 0.07% | Add +0.2% | 70,629 | $8.0M |
| Ullmann Wealth Partners Group, LLC | 1.06% | Reduce -2.4% | 65,260 | $7.4M |
| MML Investors Services, LLC | 0.03% | Reduce -8.4% | 63,677 | $7.2M |
| Associated Banc-Corp | 0.21% | Add +1.7% | 59,237 | $6.7M |
| Captrust Financial Advisors | 0.02% | Reduce -0.5% | 59,048 | $6.7M |
| LMG Wealth Partners, LLC | 1.63% | Add +0.6% | 57,721 | $6.5M |
| Greenleaf Trust | 0.06% | Reduce -1.6% | 57,415 | $6.5M |
| Merriman Wealth Management, LLC | 0.28% | Reduce -2.1% | 57,374 | $6.5M |
| Etfidea, LLC | 2.10% | Reduce -0.6% | 54,607 | $6.2M |
| Regions Financial Corp. | 0.05% | Reduce -0.8% | 53,546 | $6.1M |
| Cibc World Market Inc. | 0.01% | Reduce -14.6% | 53,294 | $6.0M |
| Oldfather Financial Services, LLC | 2.47% | Add +2.6% | 52,984 | $6.0M |
| One Capital Management, LLC | 0.20% | Reduce -11.2% | 51,299 | $5.8M |
| Idaho Trust Co | 2.87% | New | 49,516 | $5.6M |
| Becker Capital Management Inc. | 0.19% | No change | 48,804 | $5.5M |
"% 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.