IJJ
iShares S&P Mid-Cap 400 Value ETF$131.26-1.70 (-1.27%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
3.970642381029121e+296B
Total Value
$5.2200050100028145e+253T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,970,642 | $522.0M | 0.03% | Share |
| 2 | FMR LLC | 3,810,291 | $501.0M | 0.03% | Share |
| 3 | UBS Group AG | 2,139,113 | $281.5M | 0.05% | Share |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1,861,538 | $244.0M | 0.07% | Share |
| 5 | Align Financial, LLC | 203,701 | $203.7M | 0.12% | Share |
| 6 | WELLS FARGO & COMPANY/MN | 1,366,737 | $179.0M | 0.03% | Share |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,754,991 | $177.9M | 0.11% | Share |
| 8 | BANK OF AMERICA CORP /DE/ | 1,159,421 | $152.0M | 0.01% | Share |
| 9 | D.A. DAVIDSON & CO. | 1,053,108 | $138.6M | 0.85% | Share |
| 10 | WELLS FARGO & COMPANY/MN | 1,036,476 | $136.0M | 0.02% | Share |
| 11 | BANK OF AMERICA CORP /DE/ | 834,722 | $109.0M | 0.01% | Share |
| 12 | CULLEN/FROST BANKERS, INC. | 831,369 | $109.0M | 1.20% | Share |
| 13 | LPL Financial LLC | 798,608 | $105.0M | 0.03% | Share |
| 14 | WELLS FARGO & COMPANY/MN | 720,111 | $94.0M | 0.02% | Share |
| 15 | AMERIPRISE FINANCIAL INC | 696,769 | $91.0M | 0.02% | Share |
| 16 | Financial Engines Advisors L.L.C. | 662,537 | $87.2M | 0.17% | Share |
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | 645,752 | $84.0M | 0.05% | Share |
| 18 | NORTHERN TRUST CORP | 620,730 | $81.0M | 0.01% | Share |
| 19 | RAYMOND JAMES FINANCIAL INC | 564,450 | $74.0M | 0.02% | Share |
| 20 | PNC FINANCIAL SERVICES GROUP, INC. | 507,748 | $66.0M | 0.04% | Share |
| 21 | ROYAL BANK OF CANADA | 472,296 | $62.0M | 0.01% | Share |
| 22 | GW HENSSLER & ASSOCIATES LTD | 458,344 | $59.5M | 2.97% | Share |
| 23 | HighTower Advisors, LLC | 423,207 | $55.0M | 0.06% | Share |
| 24 | WELLS FARGO & COMPANY/MN | 397,059 | $52.0M | 0.01% | Share |
| 25 | BANK OF AMERICA CORP /DE/ | 377,366 | $49.0M | 0.00% | Share |
| 26 | JPMORGAN CHASE & CO | 367,993 | $48.0M | 0.00% | Share |
| 27 | Evensky & Katz LLC | 345,893 | $45.5M | 2.57% | Share |
| 28 | Bank of New York Mellon Corp | 334,398 | $44.0M | 0.01% | Share |
| 29 | Baird Financial Group, Inc. | 333,773 | $43.0M | 0.07% | Share |
| 30 | MAI Capital Management | 329,790 | $43.0M | 0.25% | Share |
| 31 | MIDLAND WEALTH ADVISORS, LLC | 307,707 | $40.5M | 2.11% | Share |
| 32 | Wilmington Savings Fund Society, FSB | 280,462 | $36.0M | 0.84% | Share |
| 33 | BOKF, NA | 268,394 | $35.3M | 0.54% | Share |
| 34 | JONES FINANCIAL COMPANIES LLLP | 260,389 | $34.0M | 0.02% | Share |
| 35 | World Investment Advisors | 255,860 | $33.6M | 0.64% | Share |
| 36 | COMMONWEALTH EQUITY SERVICES, LLC | 251,428 | $33.0M | 0.04% | Share |
| 37 | Willis Johnson & Associates, Inc. | 245,229 | $32.3M | 1.99% | Share |
| 38 | COURIER CAPITAL LLC | 243,878 | $32.1M | 1.80% | Share |
| 39 | Rehmann Capital Advisory Group | 237,719 | $31.5M | 1.64% | Share |
| 40 | RAYMOND JAMES FINANCIAL INC | 223,424 | $29.0M | 0.01% | Share |
| 41 | Cerity Partners LLC | 225,712 | $29.0M | 0.04% | Share |
| 42 | Creative Planning | 217,266 | $28.0M | 0.02% | Share |
| 43 | Rockefeller Capital Management L.P. | 229,013 | $26.0M | 0.05% | Share |
| 44 | TRUIST FINANCIAL CORP | 184,315 | $24.3M | 0.03% | Share |
| 45 | KEYBANK NATIONAL ASSOCIATION/OH | 181,526 | $23.9M | 0.09% | Share |
| 46 | GW HENSSLER & ASSOCIATES LTD | 181,178 | $23.8M | 1.15% | Share |
| 47 | BANK OF MONTREAL /CAN/ | 167,549 | $22.0M | 0.01% | Share |
| 48 | Anchor Investment Management, LLC | 165 | $21.7M | 0.00% | Share |
| 49 | Mariner, LLC | 164,471 | $21.0M | 0.03% | Share |
| 50 | AlphaCore Capital LLC | 165,351 | $21.0M | 0.47% | Share |