Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / S&P MC 400VL ETF
-
Total 13F shares
-
2,353,367
-
Share change
-
-158,779
-
Total reported value
-
$310,810,777
-
Price per share
-
$131.59
-
Number of holders
-
184
-
Value change
-
-$20,861,120
-
Number of buys
-
60
-
Number of sells
-
72
Institutional Holders of ISHARES TR - S&P MC 400VL ETF (IJJ) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - S&P MC 400VL ETF (IJJ) was held by
184 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,353,367 shares.
The largest 10 holders included
Willis Johnson & Associates, Inc., Balance Wealth, LLC, Capital Advisors, Ltd. LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, FIRST MERCHANTS CORP, Dakota Wealth Management, Oldfather Financial Services, LLC, InvesTrust, DDFG, Inc, and First Citizens Financial Corp.
This page lists
184
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.