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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
317,319
shares
|
$41.6 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
308,340
shares
|
$40.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
270,766
shares
|
$35.5 Million
0.13% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
261,290
shares
|
$34.3 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
258,810
shares
|
$33.9 Million
17.13% of portfolio
|
Q4 2022
Reduced 4.06%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
255,717
shares
|
$33.5 Million
0.17% of portfolio
|
Q2 2023
Reduced 0.88%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
239,173
shares
|
$31.4 Million
1.82% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
232,672
shares
|
$30.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
224,837
shares
|
$29.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
222,738
shares
|
$29.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
219,531
shares
|
$28.8 Million
0.02% of portfolio
|
Q2 2025
Added 21.25%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
215,311
shares
|
$28.2 Million
0.06% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
212,409
shares
|
$27.8 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
187,734
shares
|
$24.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
179,686
shares
|
$23.6 Million
0.02% of portfolio
|
Q2 2025
Added 12258.05%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
175,238
shares
|
$23 Million
0.01% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
170,061
shares
|
$22.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
165,136
shares
|
$21.6 Million
1.73% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,833
shares
|
$20.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
156,930
shares
|
$20.6 Million
4.96% of portfolio
|
Q3 2023
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
151,737
shares
|
$19.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 20.51%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
146,424
shares
|
$19.2 Million
6.25% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
138,108
shares
|
$18.1 Million
2.99% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
121,623
shares
|
$15.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.58%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
120,569
shares
|
$15.8 Million
1.16% of portfolio
|
Q2 2025
Reduced 0.55%
|