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 |
|---|---|---|---|---|---|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
6,856
shares
|
$898,821
0.04% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
6,766
shares
|
$887,022
0.15% of portfolio
|
Q2 2025
Reduced 36.16%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
6,740
shares
|
$883,614
0.04% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
6,664
shares
|
$873,650
0.31% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
6,655
shares
|
$872,470
0.15% of portfolio
|
Q1 2024
Reduced 32.46%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
6,648
shares
|
$871,552
0.23% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
6,644
shares
|
$871,028
0.02% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
6,633
shares
|
$869,586
0.12% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
6,606
shares
|
$866,046
0.0% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
6,590
shares
|
$863,949
0.39% of portfolio
|
Q2 2025
Reduced 27.22%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,557
shares
|
$859,622
0.24% of portfolio
|
Q2 2022
Reduced 1.19%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
6,494
shares
|
$851,363
0.38% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
6,471
shares
|
$848,348
0.03% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
6,386
shares
|
$837,204
0.26% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
6,350
shares
|
$832,485
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
6,317
shares
|
$828,158
0.37% of portfolio
|
Q2 2025
Added 25.54%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
6,169
shares
|
$808,755
0.05% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
6,120
shares
|
$802,332
0.17% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
6,109
shares
|
$800,889
0.16% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
6,081
shares
|
$797,219
0.07% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,957
shares
|
$780,962
0.04% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
5,895
shares
|
$772,834
0.01% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,842
shares
|
$765,886
0.08% of portfolio
|
Q3 2023
Reduced 0.05%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
5,828
shares
|
$764,050
0.1% of portfolio
|
Q1 2022
Added 1150.64%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
5,805
shares
|
$761,035
0.5% of portfolio
|
Q2 2025
Reduced 55.88%
|