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 |
|---|---|---|---|---|---|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
3,221
shares
|
$422,273
0.31% of portfolio
|
Q4 2022
Reduced 12.57%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,202
shares
|
$419,782
0.05% of portfolio
|
Q2 2023
Reduced 0.44%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
3,198
shares
|
$419,257
0.09% of portfolio
|
Q2 2022
Reduced 7.79%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
3,187
shares
|
$417,815
0.0% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
3,174
shares
|
$416,111
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
3,174
shares
|
$416,111
0.06% of portfolio
|
Q2 2022
Reduced 59.23%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
3,167
shares
|
$415,193
0.04% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
3,150
shares
|
$412,965
0.02% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
3,142
shares
|
$411,916
0.02% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,133
shares
|
$410,736
0.02% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
3,064
shares
|
$401,690
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
3,055
shares
|
$400,510
0.14% of portfolio
|
Q2 2025
Added 20.04%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
3,045
shares
|
$399,199
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
3,043
shares
|
$398,937
0.04% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
3,042
shares
|
$398,806
0.03% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,019
shares
|
$395,790
0.0% of portfolio
|
Q2 2022
Reduced 1.39%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
3,012
shares
|
$394,873
0.23% of portfolio
|
Q2 2025
Reduced 94.68%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,000
shares
|
$393,300
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
2,999
shares
|
$393,168
0.05% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,974
shares
|
$389,891
0.0% of portfolio
|
Q2 2025
Reduced 17.27%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
2,969
shares
|
$389,235
0.01% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
2,954
shares
|
$387,269
0.03% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
2,928
shares
|
$383,860
0.04% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,922
shares
|
$383,074
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
2,916
shares
|
$382,287
0.0% of portfolio
|
Q2 2025
New holding
|