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 |
|---|---|---|---|---|---|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
1,670
shares
|
$218,937
0.01% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
1,652
shares
|
$216,577
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
1,652
shares
|
$216,577
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
1,648
shares
|
$216,052
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
1,646
shares
|
$215,790
0.1% of portfolio
|
Q2 2025
Reduced 23.3%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,644
shares
|
$215,528
0.01% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
1,638
shares
|
$214,741
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
1,637
shares
|
$214,610
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
1,634
shares
|
$214,217
0.02% of portfolio
|
Q2 2025
Reduced 53.51%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,632
shares
|
$213,955
0.0% of portfolio
|
Q2 2025
Reduced 56.08%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,620
shares
|
$212,382
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,592
shares
|
$208,711
0.01% of portfolio
|
Q2 2025
Reduced 23.94%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,531
shares
|
$200,714
0.0% of portfolio
|
Q2 2025
Reduced 91.18%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,524
shares
|
$199,796
0.04% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
1,515
shares
|
$198,616
0.09% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
1,510
shares
|
$197,961
0.0% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
1,496
shares
|
$196,125
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,483
shares
|
$194,421
0.0% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
1,440
shares
|
$188,784
0.11% of portfolio
|
Q1 2022
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
1,423
shares
|
$186,555
0.07% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,422
shares
|
$186,424
0.01% of portfolio
|
Q3 2021
Added 66.51%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,367
shares
|
$179,213
0.0% of portfolio
|
Q1 2024
Reduced 10.01%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,352
shares
|
$177,247
0.01% of portfolio
|
Q2 2024
Added 56.84%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,338
shares
|
$175,411
0.01% of portfolio
|
Q2 2025
Reduced 34.89%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,329
shares
|
$174,231
0.0% of portfolio
|
Q1 2024
Added 3.5%
|