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 |
|---|---|---|---|---|---|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
1,800
shares
|
$235,980
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
1,800
shares
|
$235,980
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,785
shares
|
$234,013
0.01% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Allied Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,784
shares
|
$233,882
0.04% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
1,781
shares
|
$233,489
0.01% of portfolio
|
Q2 2025
Reduced 52.29%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
1,779
shares
|
$233,226
0.0% of portfolio
|
Q2 2025
Reduced 26.82%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
1,775
shares
|
$232,702
0.0% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
1,770
shares
|
$232,047
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
1,766
shares
|
$231,522
0.03% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
1,756
shares
|
$230,211
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
1,750
shares
|
$229,425
0.02% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
1,740
shares
|
$228,114
0.03% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,732
shares
|
$227,065
0.1% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
1,728
shares
|
$226,540
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
1,727
shares
|
$226,409
0.0% of portfolio
|
Q2 2025
Reduced 38.03%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
1,724
shares
|
$226,016
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
1,715
shares
|
$224,836
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
1,715
shares
|
$224,836
0.01% of portfolio
|
Q2 2025
Reduced 33.29%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,707
shares
|
$223,787
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,702
shares
|
$223,132
0.01% of portfolio
|
Q2 2025
Reduced 89.38%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
1,690
shares
|
$221,559
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,689
shares
|
$221,427
0.03% of portfolio
|
Q1 2025
Reduced 28.85%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
1,684
shares
|
$220,772
0.03% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,681
shares
|
$220,379
0.02% of portfolio
|
Q1 2025
Added 168000.0%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
1,680
shares
|
$220,248
0.1% of portfolio
|
Q2 2025
Added 0.24%
|