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 |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
10,246
shares
|
$1.31 Million
0.1% of portfolio
|
Q2 2023
Reduced 7.03%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
10,246
shares
|
$1.31 Million
0.1% of portfolio
|
Q2 2023
Reduced 7.03%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
9,892
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
9,767
shares
|
$1.24 Million
0.32% of portfolio
|
Q2 2025
Reduced 30.32%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
9,672
shares
|
$1.23 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
9,639
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
9,479
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
9,383
shares
|
$1.2 Million
0.22% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,362
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
9,317
shares
|
$1.19 Million
0.8% of portfolio
|
Q2 2023
Reduced 6.56%
|
|
|
Sather Financial Group Inc
|
May 07, 2025 Q1 2025 |
9,190
shares
|
$1.17 Million
0.08% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
9,124
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
9,103
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
9,069
shares
|
$1.16 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
9,059
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
9,055
shares
|
$1.15 Million
0.57% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
8,978
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
8,966
shares
|
$1.14 Million
0.11% of portfolio
|
Q4 2022
Reduced 8.76%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
8,966
shares
|
$1.14 Million
0.1% of portfolio
|
Q4 2022
Reduced 15.67%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
8,962
shares
|
$1.14 Million
0.2% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
8,948
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
8,948
shares
|
$1.14 Million
0.48% of portfolio
|
Q1 2025
Added 15.06%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
8,861
shares
|
$1.13 Million
0.29% of portfolio
|
Q1 2025
Reduced 32.64%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
8,827
shares
|
$1.13 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,793
shares
|
$1.12 Million
0.11% of portfolio
|
Q2 2023
Reduced 3.25%
|