증권 기록
IJJ
iShares S&P Mid-Cap 400 Value ETF · Financial Services · Asset Management
64추적 보유자
0Δ 보유자
29.52M보유 주식 수
$4.36B보고 가치
+3신규 편입 포지션
−3청산
모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 0.0% · 주식 흐름 -1.0% · 순 신규 포지션 0.0% — 산식
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 64 | 0 | 29.52M | $4.36B | +3 | −3 |
| Q1 2026 | 65 | -1 | 29.83M | $3.95B | +4 | −5 |
| Q4 2025 | 66 | -1 | 28.83M | $3.79B | — | −1 |
| Q3 2025 | 8 | -1 | 8.56M | $1.11B | — | −1 |
| Q2 2025 | 6 | -1 | 3.59M | $443.93M | — | −1 |
| Q1 2025 | 4 | +2 | 77.17K | $9.24M | +2 | — |
| Q4 2024 | 2 | -1 | 8.19K | $1.02M | +1 | −2 |
| Q3 2024 | 3 | -3 | 12.73K | $1.57M | +2 | −5 |
| Q2 2024 | 6 | — | 48.61K | $5.52M | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 4.09M | -0.2% | $603.94M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 4.09M | -0.2% | $603.94M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.99M | -1.2% | $589.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.99M | -1.2% | $589.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.99M | -1.2% | $589.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.99M | -1.2% | $589.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 3.99M | -1.2% | $589.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 3.52M | +2.3% | $519.62M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 3.52M | +2.3% | $519.62M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 3.52M | +2.3% | $519.62M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 3.52M | +2.3% | $519.62M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 3.52M | +2.3% | $519.62M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 2.38M | -0.8% | $352.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 2.38M | -0.8% | $352.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 2.38M | -0.8% | $352.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 2.38M | -0.8% | $352.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 2.24M | +1.9% | $330.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 1.94M | -13.4% | $286.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 1.94M | -13.4% | $286.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 1.39M | +3.0% | $205.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 1.39M | +3.0% | $205.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 1.39M | +3.0% | $205.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 1.39M | +3.0% | $205.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 1.39M | +3.0% | $205.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 1.39M | +3.0% | $205.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 1.39M | +3.0% | $205.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 1.39M | +3.0% | $205.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | Raymond James Financial Inc | 867.64K | -6.0% | $128.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Raymond James Financial Inc | 867.64K | -6.0% | $128.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Raymond James Financial Inc | 867.64K | -6.0% | $128.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | LPL Financial LLC | 768.55K | -0.5% | $113.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Northern Trust Corp | 674.68K | +0.4% | $99.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Northern Trust Corp | 674.68K | +0.4% | $99.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 635.32K | -0.6% | $93.86M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 35 | Financial Engines Advisors L.L.C. | 609.14K | -2.6% | $89.99M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 605.75K | +1.0% | $89.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 605.75K | +1.0% | $89.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 605.75K | +1.0% | $89.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 605.75K | +1.0% | $89.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Royal Bank Of Canada | 545.41K | -2.3% | $80.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Royal Bank Of Canada | 545.41K | -2.3% | $80.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Royal Bank Of Canada | 545.41K | -2.3% | $80.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Royal Bank Of Canada | 545.41K | -2.3% | $80.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Royal Bank Of Canada | 545.41K | -2.3% | $80.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Royal Bank Of Canada | 545.41K | -2.3% | $80.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Royal Bank Of Canada | 545.41K | -2.3% | $80.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 449.63K | +2.6% | $66.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 449.63K | +2.6% | $66.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 449.63K | +2.6% | $66.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 449.63K | +2.6% | $66.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 449.63K | +2.6% | $66.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 449.63K | +2.6% | $66.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 449.63K | +2.6% | $66.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | Jones Financial Companies Lllp | 415.47K | +0.7% | $61.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Jones Financial Companies Lllp | 415.47K | +0.7% | $61.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 402.92K | -1.2% | $59.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 402.92K | -1.2% | $59.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 402.92K | -1.2% | $59.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 402.92K | -1.2% | $59.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 402.92K | -1.2% | $59.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 402.92K | -1.2% | $59.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Baird Financial Group, Inc. | 334.35K | -2.0% | $49.39M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 63 | Baird Financial Group, Inc. | 334.35K | -2.0% | $49.39M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 64 | HighTower Advisors, LLC | 330.99K | -12.9% | $48.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Cerity Partners LLC | 263.25K | -1.0% | $38.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Cerity Partners LLC | 263.25K | -1.0% | $38.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Cerity Partners LLC | 263.25K | -1.0% | $38.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Cerity Partners LLC | 263.25K | -1.0% | $38.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Lido Advisors, LLC | 262.65K | +48.7% | $38.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 70 | Lido Advisors, LLC | 262.65K | +48.7% | $38.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 71 | Lido Advisors, LLC | 262.65K | +48.7% | $38.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 72 | Lido Advisors, LLC | 262.65K | +48.7% | $38.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 73 | Rockefeller Capital Management L.P. | 215.88K | -3.7% | $31.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Rockefeller Capital Management L.P. | 215.88K | -3.7% | $31.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Rockefeller Capital Management L.P. | 215.88K | -3.7% | $31.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Truist Financial Corp | 209.58K | -5.2% | $30.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Truist Financial Corp | 209.58K | -5.2% | $30.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Commonwealth Equity Services, Llc | 209.43K | -11.4% | $30.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Creative Planning | 180.78K | -9.8% | $26.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Creative Planning | 180.78K | -9.8% | $26.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Mariner, LLC | 171.40K | -1.6% | $25.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Mariner, LLC | 171.40K | -1.6% | $25.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Bank Of Montreal /Can/ | 162.26K | -1.4% | $23.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Bank Of Montreal /Can/ | 162.26K | -1.4% | $23.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Bank Of Montreal /Can/ | 162.26K | -1.4% | $23.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Bank Of Montreal /Can/ | 162.26K | -1.4% | $23.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Bank Of Montreal /Can/ | 162.26K | -1.4% | $23.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Fifth Third Bancorp | 150.71K | -3.3% | $22.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Focus Partners Wealth | 125.15K | -4.8% | $18.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Osaic Holdings, Inc. | 124.69K | +15.0% | $18.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Osaic Holdings, Inc. | 124.69K | +15.0% | $18.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Osaic Holdings, Inc. | 124.69K | +15.0% | $18.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Osaic Holdings, Inc. | 124.69K | +15.0% | $18.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Osaic Holdings, Inc. | 124.69K | +15.0% | $18.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Mercer Global Advisors Inc /Adv | 115.39K | +8.4% | $17.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Cetera Investment Advisers | 105.53K | +2.2% | $15.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Mml Investors Services, Llc | 101.40K | +20.3% | $14.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Hsbc Holdings Plc | 100.50K | -0.2% | $14.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Hsbc Holdings Plc | 100.50K | -0.2% | $14.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Bnp Paribas Financial Markets | 100.43K | -33.0% | $14.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 이번 분기 신규 추적 매수자가 없습니다. |
청산됨
| Citadel Advisors | $3.84M | 이었음 0.0% |
| Jane Street Group, Llc | $887,220 | 이었음 0.0% |
| Rhumbline Advisers | $13,250 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 832 보유 기관, 42.91M 주식, $5.56B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q2 2026 ·
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