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 |
|---|---|---|---|---|---|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
12,834
shares
|
$1.68 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
12,792
shares
|
$1.68 Million
0.4% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
12,789
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2025
Reduced 73.11%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
12,779
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
12,697
shares
|
$1.66 Million
0.15% of portfolio
|
Q2 2025
Added 43.29%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
12,667
shares
|
$1.66 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.98%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
12,662
shares
|
$1.66 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
12,615
shares
|
$1.65 Million
0.11% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
12,145
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
12,119
shares
|
$1.59 Million
0.13% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
12,070
shares
|
$1.58 Million
0.05% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
11,876
shares
|
$1.56 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,858
shares
|
$1.55 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
11,836
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
11,825
shares
|
$1.55 Million
0.06% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
11,810
shares
|
$1.55 Million
1.21% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
11,793
shares
|
$1.55 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
11,694
shares
|
$1.53 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
11,637
shares
|
$1.53 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
11,598
shares
|
$1.52 Million
0.94% of portfolio
|
Q2 2025
Added 54.56%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
11,586
shares
|
$1.52 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
11,483
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
11,363
shares
|
$1.49 Million
1.1% of portfolio
|
Q2 2025
Reduced 17.74%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
10,809
shares
|
$1.42 Million
0.69% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
10,758
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.46%
|