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 919 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
15,729
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
15,729
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
15,411
shares
|
$1.97 Million
1.17% of portfolio
|
Q3 2025
Added 32.88%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
15,373
shares
|
$1.96 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
15,297
shares
|
$1.95 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
15,105
shares
|
$1.93 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.63%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
14,978
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
14,647
shares
|
$1.87 Million
0.18% of portfolio
|
Q4 2019
Reduced 30.41%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
14,629
shares
|
$1.87 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
14,154
shares
|
$1.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
14,124
shares
|
$1.8 Million
0.55% of portfolio
|
Q3 2025
Reduced 9.26%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,108
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
14,000
shares
|
$1.79 Million
0.2% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
13,974
shares
|
$1.78 Million
1.56% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,973
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
13,922
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,918
shares
|
$1.77 Million
0.26% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
13,909
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
13,838
shares
|
$1.76 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
13,794
shares
|
$1.76 Million
0.18% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
13,655
shares
|
$1.74 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
13,514
shares
|
$1.72 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
13,452
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
13,429
shares
|
$1.71 Million
0.92% of portfolio
|
Q3 2025
Added 131.34%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
13,227
shares
|
$1.69 Million
0.07% of portfolio
|
Q3 2025
Added 11.86%
|
|