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 |
|---|---|---|---|---|---|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
7,743
shares
|
$1.02 Million
0.15% of portfolio
|
Q2 2025
Added 102.27%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
7,727
shares
|
$1.01 Million
0.4% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
7,679
shares
|
$1.01 Million
0.71% of portfolio
|
Q2 2025
Reduced 34.22%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
7,670
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
7,651
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
7,632
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Reduced 60.86%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,627
shares
|
$999,899
0.01% of portfolio
|
Q2 2023
Reduced 0.95%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,519
shares
|
$985,740
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
7,492
shares
|
$982,201
0.04% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
7,445
shares
|
$976,039
0.75% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
7,431
shares
|
$974,204
0.02% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
7,408
shares
|
$971,188
0.03% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,406
shares
|
$970,926
0.27% of portfolio
|
Q2 2022
Added 0.12%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
7,295
shares
|
$956,374
0.25% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
7,232
shares
|
$948,115
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
7,182
shares
|
$941,560
0.32% of portfolio
|
Q4 2023
Added 1.11%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
7,096
shares
|
$930,285
0.02% of portfolio
|
Q2 2025
Added 270.55%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
7,011
shares
|
$919,142
0.56% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
7,000
shares
|
$917,700
0.07% of portfolio
|
Q2 2025
Added 33.84%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
7,000
shares
|
$917,700
0.21% of portfolio
|
Q1 2024
Added 75.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,997
shares
|
$917,306
0.02% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
6,958
shares
|
$912,193
0.02% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
6,927
shares
|
$908,129
0.1% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
6,923
shares
|
$907,605
0.07% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
6,865
shares
|
$900,001
0.06% of portfolio
|
Q2 2025
Added 17.05%
|