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 |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
4,177
shares
|
$536,117
0.04% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
4,140
shares
|
$531,369
0.13% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
4,123
shares
|
$529,187
0.04% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,072
shares
|
$522,641
0.01% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
4,039
shares
|
$518,405
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
4,038
shares
|
$518,277
0.02% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
4,036
shares
|
$518,020
0.01% of portfolio
|
Q2 2025
Reduced 26.6%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
4,028
shares
|
$516,993
0.01% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
4,027
shares
|
$516,865
0.05% of portfolio
|
Q2 2025
Reduced 16.68%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
4,009
shares
|
$514,555
0.02% of portfolio
|
Q3 2025
Reduced 41.53%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,006
shares
|
$514,170
0.09% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
4,000
shares
|
$513,400
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
4,000
shares
|
$513,400
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
3,993
shares
|
$512,501
0.01% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
3,976
shares
|
$510,319
0.02% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
3,913
shares
|
$502,233
0.35% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
3,911
shares
|
$501,976
0.15% of portfolio
|
Q3 2025
Reduced 88.08%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
3,888
shares
|
$499,024
0.09% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
3,830
shares
|
$491,580
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,828
shares
|
$491,323
0.0% of portfolio
|
Q4 2022
Added 17.24%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
3,806
shares
|
$488,500
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
3,741
shares
|
$480,157
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 07, 2025 Q3 2025 |
3,721
shares
|
$477,590
0.13% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
3,716
shares
|
$476,948
0.07% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
3,711
shares
|
$476,306
0.13% of portfolio
|
Q3 2025
Reduced 14.57%
|