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 |
|---|---|---|---|---|---|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
5,797
shares
|
$759,986
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
5,691
shares
|
$746,090
0.27% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
5,665
shares
|
$742,681
0.02% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
5,632
shares
|
$738,355
0.01% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,597
shares
|
$733,766
0.02% of portfolio
|
Q2 2025
Added 66.48%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,564
shares
|
$729,440
0.38% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,557
shares
|
$728,522
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
5,547
shares
|
$727,211
0.22% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
5,485
shares
|
$719,083
0.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
5,479
shares
|
$718,296
0.05% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
5,434
shares
|
$712,397
0.01% of portfolio
|
Q2 2025
Added 16.31%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
5,433
shares
|
$712,266
0.37% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
5,431
shares
|
$712,004
0.05% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
5,418
shares
|
$710,299
0.01% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
5,418
shares
|
$710,299
0.01% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
5,330
shares
|
$698,763
0.03% of portfolio
|
Q2 2025
Reduced 21.59%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
5,300
shares
|
$694,830
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
5,263
shares
|
$689,979
0.21% of portfolio
|
Q2 2025
Added 17.06%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
5,209
shares
|
$682,899
0.02% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
5,195
shares
|
$681,064
0.29% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
5,179
shares
|
$678,966
0.14% of portfolio
|
Q4 2023
Reduced 0.42%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
5,163
shares
|
$676,869
0.02% of portfolio
|
Q2 2025
Reduced 60.03%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,141
shares
|
$673,985
0.17% of portfolio
|
Q1 2025
Added 18.87%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
5,093
shares
|
$667,692
0.09% of portfolio
|
Q2 2025
Reduced 27.33%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jul 29, 2025 Q2 2025 |
5,093
shares
|
$667,692
0.27% of portfolio
|
Q2 2025
Reduced 21.16%
|