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 |
|---|---|---|---|---|---|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
13,067
shares
|
$1.69 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
13,024
shares
|
$1.68 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
12,984
shares
|
$1.68 Million
0.36% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
12,936
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
12,885
shares
|
$1.67 Million
0.17% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
12,864
shares
|
$1.66 Million
1.22% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
12,834
shares
|
$1.66 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
12,779
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
12,733
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.21%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
12,697
shares
|
$1.64 Million
0.15% of portfolio
|
Q2 2025
Added 43.29%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
12,667
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.98%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
12,662
shares
|
$1.64 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
12,309
shares
|
$1.59 Million
0.31% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
12,142
shares
|
$1.57 Million
0.13% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
12,102
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
12,088
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
12,045
shares
|
$1.56 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
11,867
shares
|
$1.54 Million
0.04% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
11,858
shares
|
$1.53 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
11,836
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
11,810
shares
|
$1.53 Million
1.21% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
11,749
shares
|
$1.52 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
11,694
shares
|
$1.51 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
11,659
shares
|
$1.51 Million
0.21% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
11,483
shares
|
$1.49 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.23%
|