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 |
|---|---|---|---|---|---|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
10,756
shares
|
$1.41 Million
0.19% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
10,657
shares
|
$1.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
10,651
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
10,584
shares
|
$1.39 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
10,441
shares
|
$1.37 Million
0.92% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
10,323
shares
|
$1.35 Million
0.14% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
10,289
shares
|
$1.35 Million
0.99% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
10,246
shares
|
$1.34 Million
0.1% of portfolio
|
Q2 2023
Reduced 7.03%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
10,246
shares
|
$1.34 Million
0.1% of portfolio
|
Q2 2023
Reduced 7.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
10,096
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
9,992
shares
|
$1.31 Million
0.11% of portfolio
|
Q2 2025
Reduced 18.39%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
9,941
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
9,912
shares
|
$1.3 Million
0.25% of portfolio
|
Q2 2025
Reduced 33.86%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
9,826
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
9,785
shares
|
$1.28 Million
0.12% of portfolio
|
Q2 2025
Reduced 17.9%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
9,767
shares
|
$1.28 Million
0.32% of portfolio
|
Q2 2025
Reduced 30.32%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
9,620
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 45.43%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
9,486
shares
|
$1.24 Million
0.59% of portfolio
|
Q2 2025
Added 2698.23%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,469
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
9,317
shares
|
$1.22 Million
0.8% of portfolio
|
Q2 2023
Reduced 6.56%
|
|
|
Sather Financial Group Inc
|
Jul 25, 2025 Q2 2025 |
9,190
shares
|
$1.2 Million
0.08% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
9,069
shares
|
$1.19 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
8,975
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
8,966
shares
|
$1.18 Million
0.11% of portfolio
|
Q4 2022
Reduced 8.76%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
8,966
shares
|
$1.18 Million
0.1% of portfolio
|
Q4 2022
Reduced 15.67%
|