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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
1,929
shares
|
$252,891
0.02% of portfolio
|
Q2 2025
Reduced 19.56%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
1,923
shares
|
$252,105
0.02% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
1,919
shares
|
$251,580
0.1% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,912
shares
|
$250,663
0.0% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
1,910
shares
|
$250,401
0.0% of portfolio
|
Q1 2025
Reduced 14.96%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
1,903
shares
|
$249,483
0.05% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,899
shares
|
$248,958
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
1,893
shares
|
$248,172
0.06% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
1,893
shares
|
$248,172
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
B&L Asset Management LLC
Boston, MA |
Aug 04, 2025 Q2 2025 |
1,885
shares
|
$247,123
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
1,883
shares
|
$246,861
0.01% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
1,880
shares
|
$246,468
0.03% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
1,867
shares
|
$244,763
0.02% of portfolio
|
Q2 2025
Reduced 19.39%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
1,864
shares
|
$244,370
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
1,860
shares
|
$243,846
0.11% of portfolio
|
Q2 2024
Added 5.68%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,857
shares
|
$243,452
0.01% of portfolio
|
Q2 2024
Reduced 11.4%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
1,852
shares
|
$242,797
0.01% of portfolio
|
Q2 2025
Reduced 75.59%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
1,852
shares
|
$242,797
0.17% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,841
shares
|
$241,355
0.01% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,819
shares
|
$238,470
0.03% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
1,814
shares
|
$237,815
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
1,812
shares
|
$237,553
0.01% of portfolio
|
Q2 2025
Reduced 50.87%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
1,812
shares
|
$237,553
0.09% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,811
shares
|
$237,422
0.02% of portfolio
|
Q2 2025
Reduced 16.93%
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
1,808
shares
|
$237,028
0.33% of portfolio
|
Q2 2025
Added 0.39%
|