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 |
|---|---|---|---|---|---|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,050
shares
|
$268,755
0.05% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
2,046
shares
|
$268,230
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,039
shares
|
$267,312
0.02% of portfolio
|
Q2 2024
Reduced 16.3%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,024
shares
|
$265,346
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
2,023
shares
|
$265,215
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
2,022
shares
|
$265,084
0.02% of portfolio
|
Q1 2025
Added 18.89%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
2,004
shares
|
$262,724
0.03% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,001
shares
|
$262,331
0.03% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$262,200
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 11, 2025 Q2 2025 |
2,000
shares
|
$262,200
0.07% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,000
shares
|
$262,200
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
1,997
shares
|
$261,806
0.06% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
1,995
shares
|
$261,544
0.0% of portfolio
|
Q2 2025
Reduced 93.3%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,994
shares
|
$261,413
0.0% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
1,991
shares
|
$261,020
0.05% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,977
shares
|
$259,184
0.13% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,975
shares
|
$258,922
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
1,966
shares
|
$257,742
0.0% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
1,955
shares
|
$256,300
0.01% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1,954
shares
|
$256,169
0.0% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
1,949
shares
|
$255,513
0.07% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
1,943
shares
|
$254,727
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,940
shares
|
$254,334
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,940
shares
|
$254,334
0.01% of portfolio
|
Q2 2025
Added 62.62%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
1,930
shares
|
$253,023
0.02% of portfolio
|
Q2 2025
Added 0.16%
|