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 |
|---|---|---|---|---|---|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
2,900
shares
|
$380,190
0.22% of portfolio
|
Q2 2025
Reduced 51.14%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
2,882
shares
|
$377,830
0.09% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
2,879
shares
|
$377,436
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,877
shares
|
$377,174
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
2,874
shares
|
$376,781
0.04% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
2,871
shares
|
$376,388
0.0% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,847
shares
|
$373,241
0.02% of portfolio
|
Q2 2023
Reduced 7.2%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,842
shares
|
$372,586
0.03% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
2,806
shares
|
$367,866
0.15% of portfolio
|
Q2 2025
Reduced 33.43%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
2,800
shares
|
$367,080
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
2,778
shares
|
$364,195
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
2,761
shares
|
$361,967
0.21% of portfolio
|
Q1 2023
Reduced 5.25%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,759
shares
|
$361,704
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
2,750
shares
|
$360,525
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,730
shares
|
$357,903
0.02% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
2,728
shares
|
$357,640
0.03% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,727
shares
|
$357,509
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
2,727
shares
|
$357,509
0.06% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,696
shares
|
$353,445
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
2,694
shares
|
$353,183
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
2,688
shares
|
$352,396
0.2% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
2,670
shares
|
$350,037
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
2,663
shares
|
$349,119
0.06% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
2,660
shares
|
$348,726
0.11% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
2,644
shares
|
$346,628
0.18% of portfolio
|
Q1 2025
Reduced 10.95%
|