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 912 institutions that hold shares in the stock, with a total of 42.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
15,731
shares
|
$2.04 Million
0.16% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
15,629
shares
|
$2.02 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
15,411
shares
|
$1.99 Million
1.17% of portfolio
|
Q3 2025
Added 32.88%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
15,373
shares
|
$1.99 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
15,105
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.63%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
15,033
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
14,978
shares
|
$1.94 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
14,836
shares
|
$1.92 Million
0.01% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
14,760
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Added 62.93%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
14,760
shares
|
$1.91 Million
0.01% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
14,647
shares
|
$1.89 Million
0.18% of portfolio
|
Q4 2019
Reduced 30.41%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
14,629
shares
|
$1.89 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
14,278
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
14,124
shares
|
$1.83 Million
0.55% of portfolio
|
Q3 2025
Reduced 9.26%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
14,000
shares
|
$1.81 Million
0.2% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
13,974
shares
|
$1.81 Million
1.57% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,918
shares
|
$1.8 Million
0.26% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
13,909
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
13,838
shares
|
$1.79 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
13,794
shares
|
$1.78 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
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
13,514
shares
|
$1.75 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
13,227
shares
|
$1.71 Million
0.07% of portfolio
|
Q3 2025
Added 11.86%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
13,208
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
13,166
shares
|
$1.7 Million
3.7% of portfolio
|
Q4 2024
Reduced 3.08%
|