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 919 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
2,057
shares
|
$262,288
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
2,054
shares
|
$261,905
0.02% of portfolio
|
Q1 2025
Reduced 22.23%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
2,054
shares
|
$261,905
0.0% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
2,053
shares
|
$261,778
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
2,052
shares
|
$261,650
0.04% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
2,046
shares
|
$260,885
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,039
shares
|
$259,992
0.02% of portfolio
|
Q2 2024
Reduced 16.3%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
2,032
shares
|
$259,100
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,031
shares
|
$258,972
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
2,028
shares
|
$258,590
0.1% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,021
shares
|
$257,697
0.01% of portfolio
|
Q3 2025
Reduced 22.98%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
2,005
shares
|
$255,657
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,003
shares
|
$255,402
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,000
shares
|
$255,020
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
2,000
shares
|
$255,020
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
1,997
shares
|
$254,637
0.06% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
1,991
shares
|
$253,872
0.04% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
1,984
shares
|
$252,979
0.0% of portfolio
|
Q3 2025
Reduced 47.75%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
1,981
shares
|
$252,597
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,978
shares
|
$252,214
0.01% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Sunesis Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,977
shares
|
$252,087
0.12% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
1,969
shares
|
$251,067
0.13% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
1,966
shares
|
$250,684
0.0% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
1,954
shares
|
$249,154
0.0% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
1,950
shares
|
$248,644
0.03% of portfolio
|
Q3 2025
Added 3.72%
|
|