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 902 institutions that hold shares in the stock, with a total of 43.2 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 |
|---|---|---|---|---|---|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
13,814
shares
|
$1.76 Million
1.33% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
13,768
shares
|
$1.75 Million
0.2% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
13,762
shares
|
$1.75 Million
0.19% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
13,754
shares
|
$1.75 Million
0.02% of portfolio
|
Q1 2025
Added 110.11%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
13,379
shares
|
$1.71 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
13,208
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
13,206
shares
|
$1.68 Million
1.46% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Apr 24, 2025 Q1 2025 |
13,166
shares
|
$1.68 Million
4.54% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
13,157
shares
|
$1.68 Million
0.98% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
13,074
shares
|
$1.67 Million
0.54% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
13,056
shares
|
$1.66 Million
0.02% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
12,984
shares
|
$1.65 Million
0.36% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
12,916
shares
|
$1.65 Million
0.05% of portfolio
|
Q1 2025
Added 255.91%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
12,846
shares
|
$1.64 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
12,840
shares
|
$1.64 Million
0.41% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
12,792
shares
|
$1.63 Million
0.4% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
12,662
shares
|
$1.61 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
12,473
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
12,318
shares
|
$1.57 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
12,257
shares
|
$1.56 Million
0.03% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
12,244
shares
|
$1.56 Million
0.11% of portfolio
|
Q1 2025
Reduced 18.23%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
12,238
shares
|
$1.56 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
12,209
shares
|
$1.56 Million
0.02% of portfolio
|
Q1 2025
Added 248.03%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
12,119
shares
|
$1.54 Million
0.13% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
12,100
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
New holding
|