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 916 institutions that hold shares in the stock, with a total of 42.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,342
shares
|
$428,945
0.02% of portfolio
|
Q2 2025
Added 75.34%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
3,314
shares
|
$425,351
0.03% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
3,311
shares
|
$424,966
0.16% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
3,245
shares
|
$416,495
0.02% of portfolio
|
Q2 2025
Reduced 78.95%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
3,221
shares
|
$413,415
0.31% of portfolio
|
Q4 2022
Reduced 12.57%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
3,211
shares
|
$412,131
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,202
shares
|
$410,976
0.05% of portfolio
|
Q2 2023
Reduced 0.44%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
3,198
shares
|
$410,463
0.09% of portfolio
|
Q2 2022
Reduced 7.79%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
3,198
shares
|
$410,463
0.39% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
3,187
shares
|
$409,051
0.0% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
3,174
shares
|
$407,382
0.06% of portfolio
|
Q2 2022
Reduced 59.23%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
3,168
shares
|
$406,612
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
3,150
shares
|
$404,302
0.02% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
3,142
shares
|
$403,275
0.02% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,133
shares
|
$402,120
0.02% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
3,075
shares
|
$394,676
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
3,064
shares
|
$393,264
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
3,055
shares
|
$392,109
0.02% of portfolio
|
Q3 2025
Reduced 19.71%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
3,055
shares
|
$392,109
0.14% of portfolio
|
Q2 2025
Added 20.04%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
3,045
shares
|
$390,825
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
3,042
shares
|
$390,440
0.03% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
3,042
shares
|
$390,440
0.03% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,019
shares
|
$387,488
0.0% of portfolio
|
Q2 2022
Reduced 1.39%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
3,004
shares
|
$385,563
0.09% of portfolio
|
Q3 2025
Reduced 21.2%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,000
shares
|
$385,050
0.02% of portfolio
|
Q2 2022
New holding
|