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 |
|---|---|---|---|---|---|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
3,547
shares
|
$465,011
0.19% of portfolio
|
Q2 2025
Added 22.02%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
3,540
shares
|
$464,094
0.03% of portfolio
|
Q2 2023
Reduced 9.92%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,526
shares
|
$462,258
0.0% of portfolio
|
Q1 2025
Reduced 17.54%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
3,515
shares
|
$460,816
0.01% of portfolio
|
Q2 2025
Added 109.98%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,499
shares
|
$458,718
0.08% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
3,495
shares
|
$458,194
0.33% of portfolio
|
Q2 2025
Added 55.13%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
3,481
shares
|
$456,359
0.1% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
3,477
shares
|
$455,834
0.07% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
3,471
shares
|
$455,048
0.0% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
3,430
shares
|
$449,673
0.08% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
3,420
shares
|
$448,362
0.06% of portfolio
|
Q2 2023
Added 0.74%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
3,402
shares
|
$446,002
0.03% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
3,397
shares
|
$445,346
0.01% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,392
shares
|
$444,691
0.02% of portfolio
|
Q2 2022
Reduced 2.72%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
3,385
shares
|
$443,773
0.18% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
3,380
shares
|
$443,118
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,346
shares
|
$438,660
0.01% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,345
shares
|
$438,529
0.15% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,342
shares
|
$438,136
0.02% of portfolio
|
Q2 2025
Added 75.34%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
3,328
shares
|
$436,300
0.01% of portfolio
|
Q2 2025
Reduced 72.74%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
3,314
shares
|
$434,465
0.03% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
3,311
shares
|
$434,072
0.16% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
3,304
shares
|
$433,154
0.03% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,245
shares
|
$425,419
0.02% of portfolio
|
Q2 2025
Reduced 78.95%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
3,222
shares
|
$422,404
0.01% of portfolio
|
Q2 2025
Added 24.88%
|