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 909 institutions that hold shares in the stock, with a total of 42.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
308,929
shares
|
$40 Million
0.68% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
270,766
shares
|
$35 Million
0.13% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
262,453
shares
|
$34 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.88%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
261,290
shares
|
$33.8 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
258,810
shares
|
$33.5 Million
17.13% of portfolio
|
Q4 2022
Reduced 4.06%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
255,717
shares
|
$33.1 Million
0.17% of portfolio
|
Q2 2023
Reduced 0.88%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
254,210
shares
|
$32.9 Million
0.02% of portfolio
|
Q3 2025
Added 15.8%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
251,191
shares
|
$32.5 Million
8.05% of portfolio
|
Q3 2025
New holding
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
241,011
shares
|
$31.2 Million
1.82% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
228,971
shares
|
$29.6 Million
0.05% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
228,641
shares
|
$29.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
224,837
shares
|
$29.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
215,311
shares
|
$27.9 Million
0.06% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
215,044
shares
|
$27.8 Million
0.6% of portfolio
|
Q3 2025
Added 4526.59%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
212,409
shares
|
$27.5 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
183,438
shares
|
$23.7 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
179,686
shares
|
$23.2 Million
0.02% of portfolio
|
Q2 2025
Added 12258.05%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
175,238
shares
|
$22.7 Million
0.01% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
170,061
shares
|
$22 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
164,688
shares
|
$21.3 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,833
shares
|
$20.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
156,930
shares
|
$20.3 Million
4.96% of portfolio
|
Q3 2023
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
151,737
shares
|
$19.6 Million
0.07% of portfolio
|
Q2 2025
Reduced 20.51%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
147,868
shares
|
$19.1 Million
6.27% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
121,623
shares
|
$15.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.58%
|