Follow-The-Filings

Security

IJJ

Ishares Tr · S&P MC 400VL ETF

Equity holders as of 2026 Q1 (each manager’s latest book)

7 owners 2 new 1 exit max 0.1% (Kentucky Trust Co.)

owners 7
max % 0.1%
tracked value $145M
qoq N 2 A 2 R 1 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Kentucky Trust Co. 2026 Q2 stale 0.1% 850 $126M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 90,484 $12M hist
Ancora Advisors LLC 2026 Q1 0.0% 4,175 $553 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% New 0.0% 29,018 $4M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 15,997 $2M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 6,727 $885 hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 2,900 $384 hist
Arnold Van Den Berg - Van Den Berg Management I, Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 12 $2M hist

ownership over time

filing count by report period · click a bar for that quarter’s holders