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 |
|---|---|---|---|---|---|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
2,385
shares
|
$312,673
0.04% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
2,380
shares
|
$312,018
0.01% of portfolio
|
Q1 2023
Reduced 0.87%
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
2,340
shares
|
$306,774
0.14% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,338
shares
|
$306,511
0.01% of portfolio
|
Q2 2024
Reduced 84.68%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
2,336
shares
|
$306,249
0.11% of portfolio
|
Q2 2025
Reduced 26.63%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jul 30, 2025 Q2 2025 |
2,334
shares
|
$305,987
0.18% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
2,333
shares
|
$305,856
0.03% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,330
shares
|
$305,463
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
2,326
shares
|
$304,938
0.03% of portfolio
|
Q2 2025
Reduced 86.67%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
2,323
shares
|
$304,545
0.04% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,323
shares
|
$304,545
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
2,320
shares
|
$304,152
0.05% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
2,312
shares
|
$303,103
0.03% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
2,301
shares
|
$301,661
0.0% of portfolio
|
Q2 2025
Reduced 69.46%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,299
shares
|
$301,398
0.02% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
2,279
shares
|
$298,776
0.0% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,264
shares
|
$296,810
0.23% of portfolio
|
Q1 2023
Added 76.6%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
2,261
shares
|
$296,417
0.0% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
2,258
shares
|
$296,023
0.29% of portfolio
|
Q4 2021
New holding
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
2,245
shares
|
$294,319
0.02% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
2,237
shares
|
$293,270
0.13% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
2,225
shares
|
$291,697
0.03% of portfolio
|
Q1 2025
Added 12.66%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
2,218
shares
|
$290,779
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
2,215
shares
|
$290,386
0.09% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
2,207
shares
|
$289,337
0.0% of portfolio
|
Q2 2025
Reduced 15.67%
|