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 |
|---|---|---|---|---|---|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
115,234
shares
|
$15.1 Million
1.03% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
114,077
shares
|
$15 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
113,178
shares
|
$14.8 Million
1.73% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
112,117
shares
|
$14.7 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
111,954
shares
|
$14.7 Million
1.76% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
110,555
shares
|
$14.5 Million
0.03% of portfolio
|
Q3 2023
Reduced 11.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
107,447
shares
|
$14.1 Million
0.02% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
106,454
shares
|
$14 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
106,052
shares
|
$13.9 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
105,218
shares
|
$13.8 Million
1.3% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
103,037
shares
|
$13.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
99,828
shares
|
$13.1 Million
0.15% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
99,789
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2025
Added 35.89%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
99,571
shares
|
$13.1 Million
0.31% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
98,825
shares
|
$13 Million
2.52% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
96,826
shares
|
$12.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
96,318
shares
|
$12.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
93,303
shares
|
$12.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
92,024
shares
|
$12.1 Million
1.77% of portfolio
|
Q2 2025
Reduced 22.56%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
91,636
shares
|
$12 Million
2.28% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
90,278
shares
|
$11.8 Million
2.01% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
85,283
shares
|
$11.2 Million
0.03% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
83,459
shares
|
$10.9 Million
3.68% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
80,724
shares
|
$10.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 51.04%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
79,050
shares
|
$10.4 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.58%
|