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 |
|---|---|---|---|---|---|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
2,753
shares
|
$353,347
0.06% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
2,750
shares
|
$352,962
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,730
shares
|
$350,395
0.02% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,727
shares
|
$350,010
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,711
shares
|
$347,956
0.02% of portfolio
|
Q3 2025
Added 12.68%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
2,697
shares
|
$346,159
0.05% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,696
shares
|
$346,031
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
2,694
shares
|
$345,774
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
2,670
shares
|
$342,694
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
2,669
shares
|
$342,566
0.1% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
2,644
shares
|
$339,357
0.18% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
2,635
shares
|
$338,202
0.0% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
2,632
shares
|
$337,817
0.02% of portfolio
|
Q2 2025
Reduced 24.82%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
2,618
shares
|
$336,020
0.05% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,608
shares
|
$334,736
0.08% of portfolio
|
Q4 2023
Added 26.72%
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
2,603
shares
|
$334,095
0.27% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
2,600
shares
|
$333,710
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,567
shares
|
$329,474
0.01% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
2,564
shares
|
$329,089
0.01% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
2,531
shares
|
$324,853
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
2,515
shares
|
$322,800
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,511
shares
|
$322,286
0.01% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
2,500
shares
|
$320,875
0.06% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
2,479
shares
|
$318,179
0.19% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
2,478
shares
|
$318,051
0.02% of portfolio
|
Q3 2023
Added 2.23%
|