Who Owns iShares S&P Mid-Cap 400 Value ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares S&P Mid-Cap 400 Value ETF.
Who crossed 5% of IJJ →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Independence Financial Advisors, LLCS&P MC 400VL ETF72.3K shadded | $10M |
| Whitaker-Myers Wealth Managers, LTD.S&P MC 400VL ETF27K shtrimmed | $3.7M |
| ANB BANKCom25.9K shadded | $3.6M |
| Farther Finance Advisors, LLCETF23.3K shadded | $3.2M |
| Prosperity Planning, Inc.S&P MC 400VL ETF22.9K shtrimmed | $3.2M |
| Gerald Baker Financial Group LLCS&P MC 400VL ETF18.6K shadded | $2.6M |
| Breakwater Capital GroupS&P MC 400VL ETF16.5K shadded | $2.3M |
| Bangor Savings BankS&P MC 400VL ETF12.1K shheld | $1.7M |
| DAVIDSON TRUST COEquities8.4K shtrimmed | $1.2M |
| Venture Visionary Partners LLCS&P MC 400VL ETF6.8K shadded | $932.7K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund6.6K shheld | $904.1K |
| Balefire, LLCS&P MC 400VL ETF6K sh— | $820.1K |
| Cambridge Financial Group, LLCS&P MC 400VL ETF5.4K shheld | $794.5K |
| FC Advisory LLCS&P MC 400VL ETF4.7K shadded | $640.5K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIETF4.5K shheld | $620K |
| Atlas Brown,Inc.ETF2.7K shadded | $372.2K |
| Heartwood Wealth Advisors LLCETF2.6K shheld | $364.2K |
| KWMG, LLCS&P MC 400VL ETF2.6K shheld | $356.4K |
| Wedmont Private CapitalS&P MC 400VL ETF2.1K shtrimmed | $299.2K |
| Valeo Financial Advisors, LLCETF2.1K shheld | $294.2K |
| First Heartland Consultants, Inc.S&P MC 400VL ETF2.1K shtrimmed | $294K |
| Vann Equity Management LLCS&P MC 400VL ETF2.1K shadded | $293.3K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF2K shadded | $280.5K |
| Apella Capital, LLCS&P MC 400VL ETF2K shtrimmed | $276.2K |
| ECLECTIC ASSOCIATES INC /ADVS&P MC 400VL ETF2K shheld | $275.4K |
| CHAPIN DAVIS, INC.S&P MC 400VL ETF1.9K shheld | $268.4K |
| SAPIENT CAPITAL LLCS&P MC 400VL ETF1.9K shheld | $263K |
| Lee, Kelleher & Klein Wealth ManagementS&P MC 400VL ETF1.8K shheld | $244K |
| Friday FinancialS&P MC 400VL ETF1.7K shheld | $239.8K |
| Hamilton Capital, LLCS&P MC 400VL ETF1.7K shheld | $239.3K |
| Decker Wealth Management LLCS&P MC 400VL ETF1.7K shheld | $236.9K |
| Sound Income Strategies, LLCS&P MC 400VL ETF1.6K shadded | $225.5K |
| CoreCap Advisors, LLCETF1.3K shtrimmed | $172.1K |
| GAMMA Investing LLCETF1.2K shheld | $161.7K |
| Rosenberg Matthew HamiltonETF1.1K shheld | $155.8K |
| EASTERN BANKS&P MC 400VL ETF990 sh— | $136.3K |
| Acropolis Investment Management, LLCS&P MC 400VL ETF790 shtrimmed | $108.8K |
| ELEVATION WEALTH PARTNERS, LLCS&P MC 400VL ETF304 shheld | $41.9K |
| ARMSTRONG ADVISORY GROUP, INCS&P MC 400VL ETF253 shtrimmed | $34.8K |
| AMERICAN NATIONAL BANK & TRUSTS&P MC 400VL ETF240 shtrimmed | $33.1K |
| TOTH FINANCIAL ADVISORY CORPS&P MC 400VL ETF221 shheld | $30.4K |
| Bullock Wealth Management GroupETF187 shtrimmed | $26K |
| Grove Bank & TrustS&P MC 400VL ETF126 shheld | $17.4K |
| Pacifica Partners Inc.S&P MC 400VL ETF115 shheld | $16K |
| STEPH & COS&P MC 400VL ETF94 shtrimmed | $12.9K |
| TOMPKINS FINANCIAL CORPS&P MC 400VL ETF88 shheld | $12.1K |
| Bank of New HampshireS&P MC 400VL ETF15 shheld | $2.1K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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