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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,324
shares
|
$173,576
0.0% of portfolio
|
Q2 2025
Added 16.75%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,306
shares
|
$171,216
0.0% of portfolio
|
Q2 2025
Added 85.51%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
1,281
shares
|
$167,939
0.0% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
1,256
shares
|
$164,661
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,248
shares
|
$163,612
0.01% of portfolio
|
Q3 2024
Added 131.97%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,230
shares
|
$161,253
0.02% of portfolio
|
Q2 2024
Reduced 34.5%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
1,185
shares
|
$155,353
0.08% of portfolio
|
Q2 2021
Added 48.13%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
1,180
shares
|
$154,698
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,171
shares
|
$153,518
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1,138
shares
|
$149,191
0.02% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
1,131
shares
|
$148,274
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,085
shares
|
$142,243
0.05% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
1,062
shares
|
$139,228
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,043
shares
|
$136,737
0.02% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
1,008
shares
|
$132,148
0.05% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
1,000
shares
|
$131,100
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
944
shares
|
$123,758
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
920
shares
|
$120,612
0.02% of portfolio
|
Q4 2023
Reduced 8.18%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
918
shares
|
$120,349
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
916
shares
|
$120,087
0.01% of portfolio
|
Q4 2024
Reduced 36.65%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
915
shares
|
$119,956
0.04% of portfolio
|
Q3 2024
Reduced 28.68%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
900
shares
|
$117,990
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
880
shares
|
$115,368
0.05% of portfolio
|
Q4 2020
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
873
shares
|
$114,450
0.03% of portfolio
|
Q2 2025
Reduced 20.13%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
851
shares
|
$111,566
0.02% of portfolio
|
Q4 2024
New holding
|