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 |
|---|---|---|---|---|---|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
538
shares
|
$70,531
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
524
shares
|
$68,696
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
520
shares
|
$68,172
0.02% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
516
shares
|
$67,647
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
515
shares
|
$67,516
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
515
shares
|
$67,516
0.0% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
514
shares
|
$67,385
0.04% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
506
shares
|
$66,336
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
504
shares
|
$66,074
0.02% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
498
shares
|
$65,287
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
494
shares
|
$64,763
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
488
shares
|
$63,976
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
481
shares
|
$63,059
0.06% of portfolio
|
Q4 2024
Reduced 69.03%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
475
shares
|
$62,272
0.02% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
474
shares
|
$62,141
0.05% of portfolio
|
Q3 2022
Reduced 41.77%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
470
shares
|
$61,617
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
469
shares
|
$61,485
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
465
shares
|
$60,961
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
465
shares
|
$60,961
0.0% of portfolio
|
Q4 2023
Reduced 48.16%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
463
shares
|
$60,699
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
462
shares
|
$60,568
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
460
shares
|
$60,306
0.01% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
426
shares
|
$55,848
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
424
shares
|
$55,586
0.01% of portfolio
|
Q4 2024
Reduced 29.22%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
409
shares
|
$53,619
0.0% of portfolio
|
Q4 2024
Reduced 41.9%
|