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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,204
shares
|
$288,944
0.14% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
2,195
shares
|
$287,764
0.13% of portfolio
|
Q1 2025
Reduced 68.64%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
2,167
shares
|
$284,093
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
2,163
shares
|
$283,569
0.2% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
2,160
shares
|
$283,176
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
2,150
shares
|
$281,865
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
2,149
shares
|
$281,733
0.06% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,149
shares
|
$281,733
0.05% of portfolio
|
Q1 2024
Added 15.41%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
2,148
shares
|
$281,602
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
2,135
shares
|
$279,898
0.08% of portfolio
|
Q2 2025
Reduced 12.46%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 08, 2025 Q2 2025 |
2,123
shares
|
$278,325
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
2,122
shares
|
$278,194
0.01% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
2,117
shares
|
$277,538
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
2,116
shares
|
$277,407
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
2,112
shares
|
$276,883
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
2,112
shares
|
$276,883
0.15% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,105
shares
|
$275,965
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
2,098
shares
|
$275,047
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
2,091
shares
|
$274,130
0.14% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,068
shares
|
$271,114
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
2,057
shares
|
$269,672
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
2,054
shares
|
$269,279
0.02% of portfolio
|
Q1 2025
Reduced 22.23%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,054
shares
|
$269,279
0.0% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
2,053
shares
|
$269,148
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
2,050
shares
|
$268,755
0.04% of portfolio
|
Q2 2025
Added 3.8%
|