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 |
|---|---|---|---|---|---|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
8,962
shares
|
$1.17 Million
0.2% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
8,948
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
8,944
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,793
shares
|
$1.15 Million
0.11% of portfolio
|
Q2 2023
Reduced 3.25%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
8,768
shares
|
$1.15 Million
0.09% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
8,762
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
8,672
shares
|
$1.14 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
8,577
shares
|
$1.12 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
8,521
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
8,500
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
8,485
shares
|
$1.11 Million
0.08% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
8,465
shares
|
$1.11 Million
0.56% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
8,415
shares
|
$1.1 Million
0.31% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
8,414
shares
|
$1.1 Million
0.09% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
8,381
shares
|
$1.1 Million
0.42% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
8,268
shares
|
$1.08 Million
0.47% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,142
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2022
Reduced 5.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
8,055
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
7,968
shares
|
$1.04 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
7,964
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
7,900
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
7,826
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2025
Reduced 19.09%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,824
shares
|
$1.03 Million
0.4% of portfolio
|
Q4 2023
Added 273.64%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
7,800
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.63%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
7,760
shares
|
$1.02 Million
0.48% of portfolio
|
Q4 2024
New holding
|