Institutional Ownership Ishares S&P Midcap 400 Value E (IJJ)
This table provides information about the institutional ownership of Ishares S&P Midcap 400 Value E (IJJ). We have compiled data on the 903 institutions that hold shares in the stock, with a total of 43.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,137,135
shares
|
$494 Million
0.04% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,720,519
shares
|
$445 Million
0.1% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,372,427
shares
|
$283 Million
0.02% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,092,372
shares
|
$250 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,978,891
shares
|
$236 Million
0.08% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,415,718
shares
|
$169 Million
0.09% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
922,596
shares
|
$110 Million
0.91% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
921,333
shares
|
$110 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
876,953
shares
|
$105 Million
0.04% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
817,455
shares
|
$97.7 Million
0.04% of portfolio
|
Q1 2025
Added 24.96%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
741,779
shares
|
$88.6 Million
1.27% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
713,470
shares
|
$85.3 Million
0.01% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
672,365
shares
|
$80.3 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
666,215
shares
|
$79.6 Million
0.05% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
592,199
shares
|
$70.8 Million
4.76% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
591,070
shares
|
$70.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
586,177
shares
|
$70 Million
4.13% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
542,879
shares
|
$64.9 Million
0.01% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
459,024
shares
|
$54.8 Million
4.17% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
445,141
shares
|
$53.2 Million
3.1% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
438,182
shares
|
$52.4 Million
0.07% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
429,104
shares
|
$51.3 Million
0.0% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
341,094
shares
|
$40.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
333,830
shares
|
$39.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
330,251
shares
|
$39.5 Million
0.3% of portfolio
|
Q1 2025
Reduced 7.74%
|