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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
4,503
shares
|
$590,343
0.03% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
4,502
shares
|
$590,212
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
4,495
shares
|
$589,294
0.02% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,471
shares
|
$586,148
0.12% of portfolio
|
Q2 2024
Reduced 16.3%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,460
shares
|
$584,706
0.1% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,370
shares
|
$572,907
0.04% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
4,363
shares
|
$571,989
0.02% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,350
shares
|
$570,285
0.14% of portfolio
|
Q2 2023
Added 548.29%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
4,344
shares
|
$569,498
0.15% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
4,317
shares
|
$565,958
0.03% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
4,310
shares
|
$565,041
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
4,279
shares
|
$560,976
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
4,256
shares
|
$557,961
0.04% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
4,251
shares
|
$557,306
0.01% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
4,205
shares
|
$551,275
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
4,179
shares
|
$547,866
0.03% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
4,177
shares
|
$547,604
0.05% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
4,165
shares
|
$546,031
0.02% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
4,129
shares
|
$541,311
0.02% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
4,123
shares
|
$540,525
0.04% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
4,080
shares
|
$534,888
0.02% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
4,069
shares
|
$533,445
0.02% of portfolio
|
Q2 2025
Added 17.81%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
4,036
shares
|
$529,119
0.01% of portfolio
|
Q2 2025
Reduced 26.6%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
4,028
shares
|
$528,070
0.01% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
4,027
shares
|
$527,939
0.05% of portfolio
|
Q2 2025
Reduced 16.68%
|