iShares S&P Mid-Cap 400 ValuIJJETF
13F holders, Q3 2024 (September 30)757holders +20
61new positions
42sold out
2famous investors
$123.56avg. 13F price*
At the end of Q3 2024, 757 institutions reported holding iShares S&P Mid-Cap 400 Valu (IJJ) in their 13F filings, up 20 from Q2 2024. 61 opened new positions and 42 sold out. The largest holders were Morgan Stanley ($497.9M), Wells Fargo & Company ($436.0M) and FMR LLC ($398.5M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $25.6M |
| Exits | 42 | $27.3M |
All 13F filers, Q2 2024 → Q3 2024: 874,664 shares bought and 2,612,851 shares sold, net −1,738,187 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 757 holders
| Morgan Stanley | 0.04% | Add +0.5% | 4,027,996 | $497.9M |
| Wells Fargo & Company | 0.11% | Reduce -4.0% | 3,527,235 | $436.0M |
| FMR LLC | 0.02% | Add +0.3% | 3,223,414 | $398.5M |
| Bank of America Corp. | 0.03% | Reduce -4.6% | 2,306,938 | $285.2M |
| UBS Group AG | 0.07% | Add +1.0% | 1,928,747 | $238.4M |
| Envestnet Asset Management Inc. | 0.07% | Add +2.3% | 1,795,499 | $222.0M |
| PNC Financial Services Group, Inc. | 0.11% | Add +3.2% | 1,359,539 | $168.1M |
| Ameriprise Financial Inc. | 0.03% | Reduce -0.8% | 917,864 | $113.5M |
| D.A. Davidson & Co. | 0.90% | Add +1.5% | 882,125 | $109.0M |
| Financial Engines Advisors L.L.C. | 0.19% | Reduce -6.2% | 731,934 | $90.5M |
| Cullen/Frost Bankers, Inc. | 1.19% | Add +1.7% | 705,407 | $87.2M |
| Northern Trust Corp. | 0.01% | Add +1.1% | 682,949 | $84.4M |
| Raymond James & Associates | 0.05% | Add +1.2% | 666,215 | $82.4M |
| Evensky & Katz LLC | 5.14% | Add +2.4% | 639,140 | $79.0M |
| LPL Financial LLC | 0.03% | Reduce -0.5% | 605,531 | $74.9M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -5.4% | 596,985 | $73.8M |
| Midland Wealth Advisors, LLC | 4.24% | Add +1.8% | 584,653 | $72.3M |
| Royal Bank of Canada | 0.01% | Reduce -3.2% | 520,096 | $64.3M |
| Willis Johnson & Associates, Inc. | 4.18% | Add +2.9% | 445,009 | $55.0M |
| GW Henssler & Associates Ltd. | 2.97% | Add +1.3% | 425,013 | $52.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.0% | 422,300 | $52.2M |
| JPMorgan Chase & Co. | 0.00% | Add +18.3% | 391,172 | $48.4M |
| Lido Advisors, LLC | 0.35% | Add +4.0% | 374,327 | $46.3M |
| Baird Financial Group, Inc. | 0.09% | Reduce -1.1% | 364,244 | $45.0M |
| HighTower Advisors, LLC | 0.07% | Add +6.9% | 363,512 | $44.9M |
| MAI Capital Management | 0.42% | Reduce -0.6% | 353,151 | $43.7M |
| Wilmington Savings Fund Society, FSB | 0.73% | Reduce -8.4% | 330,731 | $40.9M |
| Bokf, NA | 0.71% | Reduce -0.2% | 327,701 | $39.9M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -35.5% | 285,118 | $35.2M |
| Truist Financial Corp. | 0.05% | Reduce -3.4% | 277,171 | $34.3M |
| Pathstone Holdings, LLC | 0.15% | Add +0.5% | 268,795 | $33.2M |
| Creative Planning | 0.03% | Reduce -4.3% | 234,299 | $29.0M |
| Courier Capital LLC | 1.98% | Add +3.5% | 233,639 | $28.9M |
| Cerity Partners LLC | 0.06% | Add +2.3% | 233,435 | $28.9M |
| Mesirow Financial Investment Management, Inc. | 0.52% | Reduce -1.2% | 216,575 | $26.8M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -2.6% | 215,989 | $26.7M |
| Rehmann Capital Advisory Group | 1.61% | Add +6.7% | 199,776 | $24.7M |
| World Investment Advisors | 0.69% | Add +0.5% | 177,809 | $22.1M |
| Keybank National Association | 0.08% | Reduce -2.4% | 176,588 | $21.8M |
| Arax Advisory Partners | 1.95% | Reduce -0.1% | 176,527 | $21.8M |
| Mariner, LLC | 0.04% | Reduce -0.7% | 169,900 | $21.0M |
| Wealth Advisory Solutions, LLC | 5.54% | Reduce -0.9% | 162,686 | $20.1M |
| Bank of Montreal | 0.01% | Reduce -3.0% | 162,470 | $20.0M |
| SPC Financial, Inc. | 1.75% | Reduce -3.2% | 160,996 | $19.9M |
| 1834 Investment Advisors Co. | 2.30% | Reduce -9.7% | 159,739 | $19.7M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -0.9% | 158,833 | $19.6M |
| Equitable Holdings, Inc. | 0.18% | Reduce -2.8% | 151,989 | $18.8M |
| Corient Private Wealth LP | 0.03% | Reduce -3.3% | 147,577 | $18.2M |
| Jmac Enterprises LLC | 2.79% | Add +0.5% | 141,400 | $17.5M |
| Sterling Financial Planning, Inc. | 6.23% | Add +3.8% | 136,739 | $16.9M |
| Jones Financial Companies LLLP | 0.02% | Add +19.0% | 136,256 | $16.8M |
| Osaic Holdings, Inc. | 0.04% | Reduce -21.0% | 131,503 | $16.3M |
| ETF Portfolio Partners, Inc. | 4.71% | Reduce -0.8% | 128,835 | $15.9M |
| Capital Advisors, Ltd. LLC | 1.89% | Reduce -3.3% | 123,380 | $15.3M |
| Lutz Financial Services LLC | 1.23% | Reduce -0.6% | 122,867 | $15.2M |
| First Merchants Corp. | 0.57% | Reduce -3.5% | 121,311 | $15.0M |
| Comerica Bank | 0.06% | Reduce -2.9% | 120,911 | $14.9M |
| Salomon & Ludwin, LLC | 1.50% | Reduce -9.1% | 119,402 | $14.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +228.5% | 115,982 | $14.3M |
| Stifel Financial Corp. | 0.01% | Reduce -32.9% | 115,112 | $14.2M |
| Texas Yale Capital Corp. | 0.61% | Add +0.0% | 114,395 | $14.1M |
| Wealthspire Advisors, LLC | 0.14% | Add +19.5% | 113,524 | $14.0M |
| Blue Edge Capital, LLC | 2.16% | Add +2.5% | 112,066 | $13.9M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +0.5% | 110,884 | $13.7M |
| GHP Investment Advisors, Inc. | 0.62% | Reduce -0.7% | 109,813 | $13.6M |
| Cetera Investment Advisers | 0.03% | Reduce -18.0% | 107,895 | $13.3M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -3.9% | 105,050 | $13.0M |
| Flaharty Asset Management, LLC | 1.81% | Reduce -0.5% | 103,964 | $12.9M |
| Moneta Group Investment Advisors LLC | 0.18% | Reduce -0.1% | 101,073 | $12.5M |
| Ellis Investment Partners, LLC | 2.35% | Reduce -3.4% | 97,417 | $12.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -0.0% | 96,551 | $11.9M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -2.9% | 94,010 | $11.6M |
| Asset Management Group, Inc. | 1.59% | Add +0.7% | 90,830 | $11.2M |
| Cassaday & Co Wealth Management LLC | 0.30% | Reduce -1.2% | 86,303 | $10.7M |
| Greenup Street Wealth Management LLC | 2.19% | Add +12.5% | 85,907 | $10.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -65.9% | 84,116 | $10.4M |
| Nations Financial Group Inc, /Ia/ | 0.75% | Add +3.3% | 83,336 | $10.3M |
| M&T Bank Corp | 0.03% | Reduce -8.6% | 83,108 | $10.3M |
| US Bancorp \de | 0.01% | Add +0.8% | 80,869 | $10.0M |
| Omega Financial Group, LLC | 3.69% | Add +8.8% | 78,866 | $9.7M |
| Fifth Third Bancorp | 0.03% | Reduce -5.2% | 76,681 | $9.5M |
| Atria Wealth Solutions, Inc. | 0.10% | Reduce -7.3% | 73,904 | $9.1M |
| Natixis Advisors, LLC | 0.02% | Reduce -1.4% | 73,734 | $9.1M |
| Mill Creek Capital Advisors, LLC | 0.22% | No change | 72,226 | $8.9M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -0.1% | 70,564 | $8.7M |
| Ullmann Wealth Partners Group, LLC | 1.03% | Reduce -1.5% | 64,262 | $7.9M |
| Associated Banc-Corp | 0.22% | Add +2.3% | 60,613 | $7.5M |
| Captrust Financial Advisors | 0.02% | Reduce -0.0% | 59,033 | $7.3M |
| Prospera Financial Services Inc | 0.18% | Add +300.9% | 58,190 | $7.2M |
| LMG Wealth Partners, LLC | 1.63% | Reduce -0.0% | 57,712 | $7.1M |
| Greenleaf Trust | 0.06% | Reduce -0.1% | 57,343 | $7.1M |
| Merriman Wealth Management, LLC | 0.28% | Reduce -1.6% | 56,460 | $7.0M |
| Etfidea, LLC | 2.11% | Reduce -1.3% | 53,889 | $6.7M |
| Regions Financial Corp. | 0.05% | Add +0.0% | 53,554 | $6.6M |
| Oldfather Financial Services, LLC | 2.51% | Reduce -0.5% | 52,748 | $6.5M |
| MML Investors Services, LLC | 0.02% | Reduce -19.1% | 51,486 | $6.4M |
| Asset Dedication, LLC | 0.42% | Add +3.7% | 50,452 | $6.2M |
| Becker Capital Management Inc. | 0.20% | No change | 48,804 | $6.0M |
| First Citizens Financial Corp | 3.13% | Reduce -0.2% | 47,827 | $5.9M |
| One Capital Management, LLC | 0.19% | Reduce -6.9% | 47,750 | $5.9M |
"% 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.