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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,019
shares
|
$526,890
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
4,005
shares
|
$525,055
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
4,000
shares
|
$524,400
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
4,000
shares
|
$524,400
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
3,950
shares
|
$517,845
0.14% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
3,913
shares
|
$512,994
0.35% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
3,888
shares
|
$509,716
0.09% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
3,885
shares
|
$509,323
0.13% of portfolio
|
Q2 2025
Added 34.57%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
3,830
shares
|
$502,113
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,828
shares
|
$501,850
0.0% of portfolio
|
Q4 2022
Added 17.24%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
3,812
shares
|
$499,753
0.12% of portfolio
|
Q2 2025
Reduced 59.37%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
3,806
shares
|
$498,966
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
3,805
shares
|
$498,835
0.03% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
3,799
shares
|
$498,048
0.32% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
3,797
shares
|
$497,786
0.02% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
3,741
shares
|
$490,445
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
3,712
shares
|
$486,643
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
3,701
shares
|
$485,201
0.07% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
3,689
shares
|
$483,627
0.02% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
3,678
shares
|
$482,185
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
3,639
shares
|
$477,072
0.02% of portfolio
|
Q2 2025
Reduced 16.42%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,631
shares
|
$476,024
0.63% of portfolio
|
Q4 2023
Reduced 1.92%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
3,617
shares
|
$474,188
0.03% of portfolio
|
Q2 2025
Added 70.05%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Sep 04, 2025 Q2 2025 |
3,600
shares
|
$471,960
0.02% of portfolio
|
Q2 2023
Reduced 21.74%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
3,575
shares
|
$468,682
0.01% of portfolio
|
Q1 2025
Added 0.03%
|