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 908 institutions that hold shares in the stock, with a total of 42.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
15,033
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
14,958
shares
|
$1.96 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
14,836
shares
|
$1.94 Million
0.01% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
14,760
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2025
Added 62.93%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
14,760
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
14,629
shares
|
$1.92 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
14,278
shares
|
$1.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
14,056
shares
|
$1.84 Million
0.03% of portfolio
|
Q2 2025
Added 12.45%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
14,000
shares
|
$1.84 Million
0.2% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
13,974
shares
|
$1.83 Million
1.57% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,918
shares
|
$1.82 Million
0.26% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
13,869
shares
|
$1.82 Million
0.04% of portfolio
|
Q2 2025
Reduced 22.9%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
13,838
shares
|
$1.81 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
13,762
shares
|
$1.8 Million
0.19% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
13,656
shares
|
$1.79 Million
0.05% of portfolio
|
Q2 2025
Added 121.01%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
13,586
shares
|
$1.78 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
13,398
shares
|
$1.76 Million
1.27% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
13,248
shares
|
$1.74 Million
0.45% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
13,208
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jul 28, 2025 Q2 2025 |
13,166
shares
|
$1.73 Million
4.3% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
13,128
shares
|
$1.72 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
13,115
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Added 32.58%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
12,998
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
12,984
shares
|
$1.7 Million
0.36% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
12,837
shares
|
$1.68 Million
0.03% of portfolio
|
Q2 2025
Reduced 78.28%
|