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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
815
shares
|
$106,846
0.01% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
798
shares
|
$104,617
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
797
shares
|
$104,486
0.0% of portfolio
|
Q3 2022
Reduced 7.54%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
791
shares
|
$103,700
0.01% of portfolio
|
Q2 2025
Reduced 39.39%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
780
shares
|
$102,258
0.01% of portfolio
|
Q2 2025
Reduced 17.02%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
775
shares
|
$101,602
0.01% of portfolio
|
Q2 2024
Reduced 13.89%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
753
shares
|
$98,718
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
749
shares
|
$98,193
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
725
shares
|
$95,047
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
690
shares
|
$90,459
0.01% of portfolio
|
Q1 2024
Added 16.95%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
676
shares
|
$88,623
0.0% of portfolio
|
Q4 2023
Reduced 76.41%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
669
shares
|
$87,705
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
669
shares
|
$87,705
0.01% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
668
shares
|
$87,574
0.08% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
667
shares
|
$87,443
0.01% of portfolio
|
Q2 2023
Added 0.45%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
660
shares
|
$86,526
0.01% of portfolio
|
Q2 2021
Reduced 2.37%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
655
shares
|
$85,870
0.01% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
645
shares
|
$84,559
0.01% of portfolio
|
Q2 2025
Reduced 13.42%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
631
shares
|
$82,724
0.03% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
623
shares
|
$81,675
0.01% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
623
shares
|
$81,675
0.01% of portfolio
|
Q2 2025
Added 36.03%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
610
shares
|
$79,971
0.01% of portfolio
|
Q1 2025
Reduced 24.97%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
600
shares
|
$78,660
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
581
shares
|
$76,169
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
566
shares
|
$74,202
0.04% of portfolio
|
Q2 2022
Reduced 94.31%
|