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Public ownership evidence

iShares S&P Mid-Cap 400 Value ETF (IJJ) Ownership Disclosures

Read IJJ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29380$56,137None
Cornerstone Financial Management LLC2026-03-312026-08-29410$54,325None
Cornerstone Financial Management LLC2025-12-312026-08-29410$53,952None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-294,108$491,822None
Corient Private Wealth LP2026-06-302026-08-2894,530$13,964,875None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2870$10,341None
Dakota Wealth Management2025-09-302026-08-2758,664$7,609,847None
Dakota Wealth Management2025-12-312026-08-2780,696$10,618,802None
Dakota Wealth Management2026-03-312026-08-2783,967$11,125,633None
Kings Path Partners LLC2026-03-312026-08-222$292None
Rehmann Capital Advisory Group2026-06-302026-08-21250,706$37,049,393None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-214,139$611,454None
Bullock Wealth Management Group2026-06-302026-08-20236$34,678None
Kingsview Wealth Management, LLC2026-06-302026-08-2014,347$2,119,422None
Archer Investment Corp2026-06-302026-08-2098$14,462None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-20178$26,296None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-201,724$254,686None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20115,387$17,046,014None
Sankala Group LLC2026-06-302026-08-19200$29,888None
Beacon Pointe Advisors, LLC2026-06-302026-08-1927,288$4,031,188None
Orion Capital Management LLC2026-06-302026-08-19200$29,546None
Glenview Trust Co2026-06-302026-08-191,373$202,833None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-1942$6,000None
Strive Financial Group ,LLC2026-06-302026-08-1897$14,330None
Caitlin John, LLC2026-06-302026-08-18217$32,057None
Corient Private Wealth LP2026-06-302026-08-1899,077$14,636,605None
FSA Advisors, Inc.2026-06-302026-08-182,032$300,187None
Hamilton Capital, LLC2026-06-302026-08-181,738$256,755None
Blue Edge Capital, LLC2026-06-302026-08-1877,483$11,446,596None
Pure Financial Advisors, LLC2026-06-302026-08-1813,434$1,984,538None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-186,763$997,662None
Nalls Sherbakoff Group, LLC2026-06-302026-08-181,799$265,766None
Nalls Sherbakoff Group, LLC2026-03-312026-08-181,799$238,368None
Equitable Holdings, Inc.2026-06-302026-08-1814,691$2,170,290None
Fayez Sarofim & Co2026-06-302026-08-182,446$361,348None
Synergy Investment Management, LLC2026-06-302026-08-15360$53,183None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15386$57,024None
Glen Eagle Advisors, LLC2026-06-302026-08-151,485$219,379None
Perissos Private Wealth Management, LLC2026-06-302026-08-151,489$219,970None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15340$50,228None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1519,500$2,880,735None
JPL Wealth Management, LLC2026-06-302026-08-152,053$303,290None
Modern Wealth Management, LLC2026-06-302026-08-1556,189$8,300,806None
Strategies Wealth Advisors, LLC2026-06-302026-08-151,409$208,212None
Wealth Preservation Advisors, LLC2026-06-302026-08-151,505$222,334None
Milestone Investment Advisors LLC2026-06-302026-08-15669$98,780None
VANCE WEALTH, LLC2026-06-302026-08-1512,576$1,857,852None
KCM INVESTMENT ADVISORS LLC2026-06-302026-08-151,649$243,607None
Blackston Financial Advisory Group, LLC2026-06-302026-08-154,072$601,493None
American Trust2026-06-302026-08-1513,215$1,952,216None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Kings Path Partners LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.