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 917 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 |
|---|---|---|---|---|---|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
1,943
shares
|
$247,751
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,940
shares
|
$247,369
0.01% of portfolio
|
Q2 2025
Added 62.62%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,940
shares
|
$247,369
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
1,932
shares
|
$246,349
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
1,930
shares
|
$246,094
0.02% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
1,923
shares
|
$245,201
0.02% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
1,916
shares
|
$244,309
0.11% of portfolio
|
Q3 2025
Reduced 31.72%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,916
shares
|
$244,309
0.01% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,912
shares
|
$243,799
0.0% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
1,910
shares
|
$243,544
0.0% of portfolio
|
Q1 2025
Reduced 14.96%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
1,899
shares
|
$242,141
0.04% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,881
shares
|
$239,846
0.02% of portfolio
|
Q3 2025
Added 11.9%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
1,868
shares
|
$238,188
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
1,864
shares
|
$237,678
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
1,860
shares
|
$237,168
0.1% of portfolio
|
Q2 2024
Added 5.68%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
1,855
shares
|
$236,531
0.16% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,841
shares
|
$234,745
0.01% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
1,830
shares
|
$233,343
0.01% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
1,821
shares
|
$232,195
0.12% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,819
shares
|
$231,940
0.03% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
1,814
shares
|
$231,303
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
1,803
shares
|
$229,900
0.02% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
1,800
shares
|
$229,518
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
1,800
shares
|
$229,518
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,789
shares
|
$228,115
0.01% of portfolio
|
Q3 2025
Reduced 1.21%
|
|