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 918 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
498
shares
|
$63,499
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
488
shares
|
$62,224
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
481
shares
|
$61,332
0.06% of portfolio
|
Q4 2024
Reduced 69.03%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
475
shares
|
$60,567
0.02% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
474
shares
|
$60,439
0.05% of portfolio
|
Q3 2022
Reduced 41.77%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
470
shares
|
$59,929
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
469
shares
|
$59,802
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
465
shares
|
$59,292
0.0% of portfolio
|
Q4 2023
Reduced 48.16%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
465
shares
|
$59,292
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
463
shares
|
$59,037
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
462
shares
|
$58,909
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
426
shares
|
$54,319
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
424
shares
|
$54,064
0.01% of portfolio
|
Q4 2024
Reduced 29.22%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
409
shares
|
$52,151
0.04% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
409
shares
|
$52,151
0.0% of portfolio
|
Q4 2024
Reduced 41.9%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
402
shares
|
$51,259
0.01% of portfolio
|
Q3 2025
Reduced 12.61%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
401
shares
|
$51,131
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
400
shares
|
$51,004
0.02% of portfolio
|
Q4 2021
Reduced 29.33%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
386
shares
|
$49,218
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
385
shares
|
$49,091
0.0% of portfolio
|
Q3 2025
Reduced 57.97%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
382
shares
|
$48,708
0.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
382
shares
|
$48,708
0.0% of portfolio
|
Q3 2025
Added 13.02%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
363
shares
|
$46,286
0.0% of portfolio
|
Q3 2025
Added 58.52%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
360
shares
|
$45,903
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
338
shares
|
$43,098
0.01% of portfolio
|
Q3 2024
New holding
|
|