Latest Period
Q2 2026
Security Snapshot
ISHARES TR - S&P MC 400VL ETF (IJJ) Institutional Ownership
CUSIP: 464287705
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
876
Shares (Excl. Options)
42,900,172
Price
$147.73
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- Security type / class
- Equity / S&P MC 400VL ETF
- Symbol
- IJJ
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 42,900,172
- Total 13F value
- $6,328,008,614
- Portfolio coverage rank
- 0.02%
- Share change
- -470,008
- Value change
- -$67,138,870
- Number of holders
- 876
- SEC-reported price per share
- $151.28
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- IJJ - ISHARES TR - S&P MC 400VL ETF is tracked under CUSIP 464287705.
- 876 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 850 to 876 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $5,764,265,431 to $6,328,008,614.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 876 institutions filings for Q2 2026.
Security key
464287705
Latest holder period
Q2 2026
13F holders
876
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 464287705:
As of 30 Jun 2026, 876 institutional investors reported holding 42,900,172 shares of ISHARES TR - S&P MC 400VL ETF (IJJ).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 42,900,172 | $6,328,008,614 | -$67,138,870 | $147.73 | 876 |
| 2026 Q1 | 43,543,511 | $5,764,265,431 | +$80,527,951 | $132.50 | 850 |
| 2025 Q4 | 42,941,224 | $5,651,292,432 | -$127,638,235 | $131.59 | 836 |
| 2025 Q3 | 43,811,177 | $5,682,667,549 | -$23,091,619 | $129.72 | 805 |
| 2025 Q2 | 43,973,558 | $5,435,175,867 | -$134,518,300 | $123.58 | 804 |
| 2025 Q1 | 45,003,314 | $5,386,493,246 | +$101,982,631 | $119.73 | 811 |
| 2024 Q4 | 44,200,739 | $5,522,127,126 | +$89,643,465 | $124.96 | 818 |
| 2024 Q3 | 43,214,804 | $5,341,002,830 | -$165,035,828 | $123.62 | 751 |
| 2024 Q2 | 44,334,886 | $5,030,659,847 | -$21,595,689 | $113.46 | 730 |
| 2024 Q1 | 44,506,532 | $5,263,180,612 | +$53,113,188 | $118.29 | 724 |
| 2023 Q4 | 43,729,993 | $4,983,606,137 | -$101,629,393 | $114.04 | 732 |
| 2023 Q3 | 44,468,221 | $4,489,226,319 | -$119,543,559 | $100.93 | 663 |
| 2023 Q2 | 45,502,195 | $4,875,194,456 | -$356,468,267 | $107.13 | 673 |
| 2023 Q1 | 48,676,322 | $5,001,040,825 | -$78,554,141 | $102.77 | 679 |
| 2022 Q4 | 49,785,232 | $5,020,030,699 | +$109,419,161 | $100.80 | 682 |
| 2022 Q3 | 48,239,489 | $4,344,149,008 | -$112,356,844 | $90.00 | 623 |
| 2022 Q2 | 49,599,420 | $4,681,075,876 | -$98,879,138 | $94.41 | 644 |
| 2022 Q1 | 52,149,887 | $5,717,150,993 | -$576,723,484 | $109.64 | 676 |
| 2021 Q4 | 57,781,827 | $6,393,086,043 | -$119,703,564 | $110.68 | 656 |
| 2021 Q3 | 58,421,056 | $6,023,839,923 | +$139,646,745 | $103.04 | 602 |
| 2021 Q2 | 56,439,135 | $5,944,552,215 | +$191,570,031 | $105.34 | 596 |
| 2021 Q1 | 54,990,648 | $5,608,367,524 | +$1,257,499,708 | $101.93 | 577 |
| 2020 Q4 | 42,727,272 | $3,690,804,407 | +$1,827,659,766 | $86.30 | 528 |
| 2020 Q3 | 20,254,766 | $2,731,494,235 | -$60,089,569 | $134.86 | 441 |
| 2020 Q2 | 20,891,546 | $2,777,811,560 | -$219,487,053 | $132.94 | 444 |