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IJJ · iShares S&P Mid-Cap 400 Value ETF ETF

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$148.11 +0.35 (+0.24%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 5
Total Value: $15,482,397
Total Shares: 104,802

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2026
Top Holder
90.2%
Sep 2023 → Jun 2026 · range 9.0% – 99.5%
+27.0 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 34.3% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 47.0% – 100.0%
0.0 pts
HHI
8,187
Sep 2023 → Jun 2026 · range 319 – 9,899
Highly concentrated+2,861

Quarterly Activity

vs Mar 31, 2026
New
4
Increased
0
Decreased
1
Sold Out
2
Unchanged
0
Holder count: +2
Institutional value: -12.1%
Shares held: -21.1%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Cornerstone Financial Management LLC −30 380

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 94,530 $13,964,916
ANCHOR CAPITAL ADVISORS LLC 6,828 $1,008,700
Parkside Financial Bank & Trust 2,994 $442,303
TUCKER ASSET MANAGEMENT LLC 70 $10,341

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Dakota Wealth Management 83,967 $11,125,627
M&T Bank Corp 48,490 $6,424,924
Filter: New 4 Increased 0 Reduced 1 Sold out 2 Unchanged 0
Showing 5 of 5
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC IJJ $13,964,916 90.20% 94,530
ANCHOR CAPITAL ADVISORS LLC IJJ $1,008,700 6.52% 6,828
Parkside Financial Bank & Trust IJJ $442,303 2.86% 2,994
Cornerstone Financial Management LLC IJJ $56,137 0.36% 380
TUCKER ASSET MANAGEMENT LLC IJJ $10,341 0.07% 70