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 |
|---|---|---|---|---|---|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
5,042
shares
|
$661,006
0.02% of portfolio
|
Q2 2025
Added 18.22%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
5,040
shares
|
$660,744
0.07% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
4,933
shares
|
$646,716
0.01% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,913
shares
|
$644,094
0.02% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
4,889
shares
|
$640,947
0.06% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
4,888
shares
|
$640,816
0.01% of portfolio
|
Q1 2025
Added 44.62%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,884
shares
|
$640,292
0.14% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
4,881
shares
|
$639,899
0.32% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
4,877
shares
|
$639,374
0.03% of portfolio
|
Q2 2025
Reduced 30.43%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
4,857
shares
|
$636,752
0.01% of portfolio
|
Q2 2025
Added 23.71%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
4,830
shares
|
$633,213
0.08% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
4,822
shares
|
$632,164
0.08% of portfolio
|
Q3 2023
Reduced 14.41%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
4,780
shares
|
$626,658
0.32% of portfolio
|
Q2 2022
Added 0.76%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
4,748
shares
|
$622,462
0.02% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
4,744
shares
|
$621,938
0.18% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
4,725
shares
|
$619,447
0.17% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
4,696
shares
|
$615,645
0.0% of portfolio
|
Q2 2025
Added 39.39%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,672
shares
|
$612,499
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
4,648
shares
|
$609,352
0.01% of portfolio
|
Q2 2025
Reduced 97.91%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
4,633
shares
|
$607,386
0.01% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
4,627
shares
|
$606,599
0.04% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
4,627
shares
|
$606,599
0.01% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
4,625
shares
|
$606,337
0.02% of portfolio
|
Q4 2023
Reduced 26.68%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
4,566
shares
|
$598,602
0.06% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,554
shares
|
$597,029
0.0% of portfolio
|
Q2 2025
New holding
|