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 |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
7,768
shares
|
$1 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
7,760
shares
|
$1 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
7,743
shares
|
$1 Million
0.15% of portfolio
|
Q2 2025
Added 102.27%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
7,670
shares
|
$992,267
0.03% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
7,651
shares
|
$989,809
0.01% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
7,646
shares
|
$989,163
0.12% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
7,632
shares
|
$987,351
0.0% of portfolio
|
Q2 2025
Reduced 60.86%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,627
shares
|
$986,704
0.01% of portfolio
|
Q2 2023
Reduced 0.95%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
7,604
shares
|
$983,729
0.72% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,519
shares
|
$972,733
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
7,408
shares
|
$958,372
0.03% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,406
shares
|
$958,114
0.27% of portfolio
|
Q2 2022
Added 0.12%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
7,346
shares
|
$950,352
0.02% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
7,338
shares
|
$949,317
0.01% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
7,295
shares
|
$943,754
0.24% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
7,277
shares
|
$941,425
0.15% of portfolio
|
Q3 2025
Reduced 94.73%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
7,190
shares
|
$930,170
0.67% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
7,182
shares
|
$929,135
0.32% of portfolio
|
Q4 2023
Added 1.11%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
7,096
shares
|
$918,009
0.02% of portfolio
|
Q2 2025
Added 270.55%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
7,000
shares
|
$905,590
0.21% of portfolio
|
Q1 2024
Added 75.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,997
shares
|
$905,201
0.02% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
6,923
shares
|
$895,628
0.07% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
6,900
shares
|
$892,653
0.37% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
6,766
shares
|
$875,317
0.15% of portfolio
|
Q2 2025
Reduced 36.16%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
6,740
shares
|
$871,953
0.04% of portfolio
|
Q2 2025
Reduced 2.97%
|