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 916 institutions that hold shares in the stock, with a total of 42.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
4,633
shares
|
$599,371
0.01% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
4,627
shares
|
$598,594
0.01% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
4,625
shares
|
$598,336
0.02% of portfolio
|
Q4 2023
Reduced 26.68%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
4,612
shares
|
$596,654
0.0% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
4,587
shares
|
$593,420
0.02% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
4,566
shares
|
$590,703
0.06% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,554
shares
|
$589,150
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
4,549
shares
|
$588,504
0.16% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
4,520
shares
|
$584,752
0.09% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
4,503
shares
|
$582,553
0.03% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 20, 2025 Q3 2025 |
4,502
shares
|
$582,423
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
4,477
shares
|
$579,189
0.02% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,471
shares
|
$578,413
0.12% of portfolio
|
Q2 2024
Reduced 16.3%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
4,426
shares
|
$572,591
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
4,386
shares
|
$567,416
0.27% of portfolio
|
Q3 2025
Added 29.76%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,370
shares
|
$565,346
0.04% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
4,363
shares
|
$564,441
0.02% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,350
shares
|
$562,759
0.14% of portfolio
|
Q2 2023
Added 548.29%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
4,317
shares
|
$558,490
0.02% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
4,310
shares
|
$557,584
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
4,294
shares
|
$555,514
0.55% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
4,279
shares
|
$553,574
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
4,256
shares
|
$550,598
0.04% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
4,251
shares
|
$549,951
0.01% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
4,179
shares
|
$540,637
0.03% of portfolio
|
Q2 2025
Reduced 5.96%
|