IJJ — ISHARES TR
As of Q2 2026, 16 SEC-registered investment managers reported holding IJJ (ISHARES TR) in their latest 13F filings, with a combined reported value of $2.80B across 18.98M shares. That is +0.9% by share count (+176.93K shares) versus the previous quarter, while reported value moved +12.5%. Ownership is concentrated: the five largest holders account for 83.9% of reported value and the top ten for 99.6%.
Compared with the prior quarter, 2 opened new positions, 4 added to existing stakes, 7 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 4.09M | $603.94M | 0.03% | Hold |
| Morgan Stanley history | 3.99M | $589.59M | 0.03% | Reduce |
| Wells Fargo & Co history | 3.52M | $519.62M | 0.09% | Add |
| Bank of America Corp history | 2.38M | $352.11M | 0.02% | Reduce |
| UBS Group AG history | 1.94M | $286.33M | 0.12% | Reduce |
| PNC Financial Services history | 1.39M | $205.51M | 0.10% | Add |
| Northern Trust Corp history | 674.68K | $99.67M | 0.01% | Hold |
| JPMorgan Chase & Co history | 449.63K | $66.23M | 0.01% | New |
| BNY Mellon history | 402.92K | $59.52M | 0.01% | Reduce |
| BlackRock Inc history | 58.68K | $8.67M | 0.00% | Add |
| Goldman Sachs Group history | 39.81K | $5.88M | 0.00% | Reduce |
| AQR Capital Management history | 20.72K | $3.06M | 0.00% | Add |
| Citigroup Inc history | 8.17K | $1.21M | 0.00% | Reduce |
| Franklin Resources history | 7.99K | $1.18M | 0.00% | Hold |
| D. E. Shaw & Co history | 5.61K | $828.32K | 0.00% | New |
| Renaissance Technologies history | 2.80K | $413.64K | 0.00% | Reduce |
Q1 2026 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 4.09M | $542.57M | 0.03% | Add |
| Morgan Stanley history | 4.04M | $535.40M | 0.03% | Add |
| Wells Fargo & Co history | 3.44M | $455.50M | 0.09% | Reduce |
| Bank of America Corp history | 2.40M | $318.34M | 0.02% | Add |
| UBS Group AG history | 2.24M | $296.45M | 0.05% | Add |
| PNC Financial Services history | 1.35M | $178.92M | 0.10% | Add |
| Northern Trust Corp history | 672.23K | $89.07M | 0.01% | Hold |
| BNY Mellon history | 407.82K | $54.04M | 0.01% | Reduce |
| BlackRock Inc history | 52.29K | $6.93M | 0.00% | Reduce |
| Goldman Sachs Group history | 42.74K | $5.66M | 0.00% | Add |
| Citadel Advisors history | 29.02K | $3.84M | 0.00% | New |
| AQR Capital Management history | 16.00K | $2.12M | 0.00% | Add |
| Citigroup Inc history | 8.71K | $1.15M | 0.00% | Add |
| Franklin Resources history | 7.99K | $1.06M | 0.00% | Add |
| Renaissance Technologies history | 2.90K | $384.25K | 0.00% | New |
Q4 2025 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 4.00M | $526.47M | 0.03% | Reduce |
| Fidelity Management & Research (FMR) history | 3.81M | $501.44M | 0.03% | Add |
| Wells Fargo & Co history | 3.53M | $464.01M | 0.09% | Reduce |
| Bank of America Corp history | 2.37M | $312.22M | 0.02% | Hold |
| UBS Group AG history | 2.14M | $281.56M | 0.05% | Reduce |
| PNC Financial Services history | 1.34M | $176.42M | 0.10% | Add |
| Northern Trust Corp history | 672.41K | $88.48M | 0.01% | Hold |
| JPMorgan Chase & Co history | 432.94K | $56.97M | 0.01% | Add |
| BNY Mellon history | 415.13K | $54.63M | 0.01% | Reduce |
| BlackRock Inc history | 53.35K | $7.02M | 0.00% | Add |
| Goldman Sachs Group history | 28.26K | $3.72M | 0.00% | Reduce |
| AQR Capital Management history | 13.52K | $1.78M | 0.00% | Add |
| Citigroup Inc history | 7.61K | $1.00M | 0.00% | Reduce |
| Vanguard Group history | 6.73K | $885.20K | 0.00% | Add |
| Franklin Resources history | 6.31K | $830.47K | 0.00% | Reduce |
| Deutsche Bank AG history | 222 | $29.21K | 0.00% | New |
Q3 2025 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 4.03M | $522.52M | 0.03% | Reduce |
| Wells Fargo & Co history | 3.64M | $472.16M | 0.09% | Reduce |
| Fidelity Management & Research (FMR) history | 3.55M | $460.00M | 0.03% | Hold |
| Bank of America Corp history | 2.37M | $307.43M | 0.02% | Reduce |
| UBS Group AG history | 2.15M | $279.46M | 0.04% | Add |
| PNC Financial Services history | 1.32M | $171.03M | 0.10% | Add |
| Northern Trust Corp history | 675.64K | $87.64M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 429.15K | $55.67M | 0.01% | Add |
| BNY Mellon history | 420.87K | $54.60M | 0.01% | Reduce |
| BlackRock Inc history | 46.52K | $6.03M | 0.00% | Add |
| Citadel Advisors history | 36.36K | $4.72M | 0.00% | Add |
| Goldman Sachs Group history | 29.39K | $3.81M | 0.00% | Reduce |
| Citigroup Inc history | 22.11K | $2.87M | 0.00% | Add |
| Franklin Resources history | 9.86K | $1.28M | 0.00% | Reduce |
| AQR Capital Management history | 8.65K | $1.12M | 0.00% | Add |
| Vanguard Group history | 6.62K | $859.45K | 0.00% | Hold |
Q2 2025 — 24 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 4.28M | $528.52M | 0.04% | Add |
| Morgan Stanley history | 4.28M | $528.52M | 0.04% | Add |
| Wells Fargo & Co history | 3.70M | $456.74M | 0.10% | Reduce |
| Fidelity Management & Research (FMR) history | 3.55M | $438.18M | 0.03% | Add |
| Fidelity Management & Research (FMR) history | 3.55M | $438.18M | 0.03% | Add |
| Bank of America Corp history | 2.39M | $295.62M | 0.02% | Add |
| UBS Group AG history | 2.04M | $252.56M | 0.04% | Reduce |
| PNC Financial Services history | 1.30M | $160.61M | 0.10% | Reduce |
| Northern Trust Corp history | 720.17K | $89.00M | 0.01% | Add |
| BNY Mellon history | 479.99K | $59.32M | 0.01% | Add |
| JPMorgan Chase & Co history | 422.79K | $52.25M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 422.79K | $52.25M | 0.01% | Reduce |
| Goldman Sachs Group history | 99.79K | $12.33M | 0.00% | Add |
| Goldman Sachs Group history | 99.79K | $12.33M | 0.00% | Add |
| BlackRock Inc history | 22.43K | $2.77M | 0.00% | Reduce |
| BlackRock Inc history | 22.43K | $2.77M | 0.00% | Reduce |
| Franklin Resources history | 14.76K | $1.82M | 0.00% | Add |
| Citigroup Inc history | 9.62K | $1.19M | 0.00% | Reduce |
| Renaissance Technologies history | 7.80K | $963.92K | 0.00% | Reduce |
| Renaissance Technologies history | 7.80K | $963.92K | 0.00% | Reduce |
| AQR Capital Management history | 7.63K | $943.11K | 0.00% | Reduce |
| Vanguard Group history | 6.61K | $816.42K | 0.00% | Reduce |
| Citadel Advisors history | 2.00K | $246.54K | 0.00% | Reduce |
| Citadel Advisors history | 2.00K | $246.54K | 0.00% | Reduce |
Q1 2025 — 26 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 4.14M | $495.34M | 0.04% | Add |
| Morgan Stanley history | 4.14M | $495.34M | 0.04% | Add |
| Wells Fargo & Co history | 3.72M | $445.46M | 0.10% | Add |
| Fidelity Management & Research (FMR) history | 3.22M | $385.04M | 0.03% | Reduce |
| Fidelity Management & Research (FMR) history | 3.22M | $385.04M | 0.03% | Reduce |
| Bank of America Corp history | 2.37M | $284.05M | 0.02% | Add |
| UBS Group AG history | 2.09M | $250.52M | 0.05% | Reduce |
| PNC Financial Services history | 1.42M | $169.50M | 0.09% | Add |
| Northern Trust Corp history | 713.47K | $85.42M | 0.01% | Add |
| JPMorgan Chase & Co history | 429.10K | $51.38M | 0.01% | Add |
| JPMorgan Chase & Co history | 429.10K | $51.38M | 0.01% | Add |
| BNY Mellon history | 410.29K | $49.12M | 0.01% | Reduce |
| Goldman Sachs Group history | 73.43K | $8.79M | 0.00% | Add |
| Goldman Sachs Group history | 73.43K | $8.79M | 0.00% | Add |
| Citadel Advisors history | 29.77K | $3.56M | 0.00% | New |
| Citadel Advisors history | 29.77K | $3.56M | 0.00% | New |
| BlackRock Inc history | 22.88K | $2.74M | 0.00% | Reduce |
| BlackRock Inc history | 22.88K | $2.74M | 0.00% | Reduce |
| AQR Capital Management history | 19.50K | $2.33M | 0.00% | Add |
| Citigroup Inc history | 17.63K | $2.11M | 0.00% | Add |
| Renaissance Technologies history | 15.80K | $1.89M | 0.00% | Add |
| Renaissance Technologies history | 15.80K | $1.89M | 0.00% | Add |
| Two Sigma Investments history | 12.10K | $1.45M | 0.00% | New |
| Two Sigma Investments history | 12.10K | $1.45M | 0.00% | New |
| Franklin Resources history | 9.06K | $1.08M | 0.00% | Add |
| Vanguard Group history | 6.67K | $798.67K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 449.63K sh · $66.23M
- D. E. Shaw & Co 5.61K sh · $828.32K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 29.02K sh · $3.84M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 4.09M | 4.09M | 3.81M | 3.55M | 3.55M | 3.22M | 3.37M | 3.22M | 3.22M | 3.34M | 3.43M | 3.35M | 3.48M | 3.76M | 3.67M | 3.97M | 3.96M | 3.83M | 3.73M | 3.70M |
| Morgan Stanley | 3.99M | 4.04M | 4.00M | 4.03M | 4.28M | 4.14M | 4.06M | 4.03M | 4.01M | 4.05M | 4.04M | 4.12M | 4.21M | 4.32M | 4.51M | 4.54M | 4.62M | 4.60M | 4.31M | 4.29M |
| Wells Fargo & Co | 3.52M | 3.44M | 3.53M | 3.64M | 3.70M | 3.72M | 3.58M | 3.53M | 3.67M | 3.79M | 3.81M | 4.01M | 4.19M | 4.63M | 4.92M | 4.82M | 4.97M | 5.38M | 5.30M | 5.46M |
| Bank of America Corp | 2.38M | 2.40M | 2.37M | 2.37M | 2.39M | 2.37M | 2.34M | 2.31M | 2.42M | 2.47M | 2.22M | 2.27M | 2.64M | 2.31M | 2.44M | 2.41M | 2.45M | 2.44M | 2.26M | 2.24M |
| UBS Group AG | 1.94M | 2.24M | 2.14M | 2.15M | 2.04M | 2.09M | 2.15M | 1.93M | 1.91M | 1.94M | 1.96M | 1.91M | 1.89M | 1.99M | 2.47M | 2.46M | 2.35M | 2.37M | 2.33M | 2.20M |
| PNC Financial Services | 1.39M | 1.35M | 1.34M | 1.32M | 1.30M | 1.42M | 1.41M | 1.36M | 1.32M | 1.30M | 1.30M | 1.37M | 1.36M | 1.34M | 1.37M | 1.07M | 1.02M | 921.58K | 803.12K | 791.69K |
| Northern Trust Corp | 674.68K | 672.23K | 672.41K | 675.64K | 720.17K | 713.47K | 705.02K | 682.95K | 675.67K | 671.33K | 665.40K | 663.16K | 669.13K | 677.04K | 665.77K | 604.04K | 583.60K | 557.77K | 533.10K | 530.22K |
| JPMorgan Chase & Co | 449.63K | — | 432.94K | 429.15K | 422.79K | 429.10K | 425.18K | 391.17K | 330.60K | 379.21K | 390.54K | 303.13K | 295.70K | 289.94K | 290.57K | 280.52K | 319.62K | 340.61K | 303.95K | 298.26K |
| BNY Mellon | 402.92K | 407.82K | 415.13K | 420.87K | 479.99K | 410.29K | 417.90K | 422.30K | 449.40K | 503.02K | 585.23K | 742.31K | 793.55K | 874.51K | 800.24K | 744.75K | 651.89K | 430.88K | 288.26K | 268.97K |
| BlackRock Inc | 58.68K | 52.29K | 53.35K | 46.52K | 22.43K | 22.88K | 23.11K | 436 | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 39.81K | 42.74K | 28.26K | 29.39K | 99.79K | 73.43K | 27.84K | 115.98K | 35.31K | 99.86K | 30.91K | 29.02K | 27.68K | 66.96K | 33.53K | 26.85K | 21.68K | 20.47K | 51.19K | 79.91K |
| AQR Capital Management | 20.72K | 16.00K | 13.52K | 8.65K | 7.63K | 19.50K | 5.29K | 1.72K | — | — | — | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | 8.17K | 8.71K | 7.61K | 22.11K | 9.62K | 17.63K | 9.39K | 12.41K | 11.56K | 11.51K | 11.40K | 11.07K | 10.20K | 9.55K | 8.80K | 8.62K | 8.80K | 9.10K | 8.77K | 10.46K |
| Franklin Resources | 7.99K | 7.99K | 6.31K | 9.86K | 14.76K | 9.06K | 8.47K | 14.65K | 7.57K | 6.37K | 6.49K | 6.26K | 6.18K | 6.35K | 6.35K | 6.35K | 6.46K | 6.45K | 6.63K | 6.00K |
| D. E. Shaw & Co | 5.61K | — | — | — | — | — | — | — | 8.32K | — | — | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | 2.80K | 2.90K | — | — | 7.80K | 15.80K | 2.90K | — | 3.50K | 7.30K | — | 2.80K | — | — | — | — | — | 5.60K | — | 2.20K |
| Citadel Advisors | — | 29.02K | — | 36.36K | 2.00K | 29.77K | — | — | 29.11K | 13.36K | 31.68K | 9.02K | 41.48K | 50.87K | 3.98K | 59.78K | — | 14.03K | 8.03K | — |
| Deutsche Bank AG | — | — | 222 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Two Sigma Investments | — | — | — | — | — | 12.10K | — | 7.30K | — | — | — | — | — | — | — | — | — | — | — | — |
| Vanguard Group | — | — | 6.73K | 6.62K | 6.61K | 6.67K | 6.31K | 6.29K | 6.42K | 6.41K | 5.83K | 5.83K | 5.83K | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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