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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
409
shares
|
$53,619
0.01% of portfolio
|
Q2 2025
Reduced 24.95%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
408
shares
|
$53,488
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
400
shares
|
$52,440
0.02% of portfolio
|
Q4 2021
Reduced 29.33%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
386
shares
|
$50,604
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
384
shares
|
$50,342
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
378
shares
|
$49,555
0.01% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
373
shares
|
$48,900
0.0% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
360
shares
|
$47,196
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
338
shares
|
$44,311
0.0% of portfolio
|
Q1 2025
Reduced 99.16%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
338
shares
|
$44,311
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
338
shares
|
$44,311
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
337
shares
|
$44,180
0.03% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
326
shares
|
$42,738
0.0% of portfolio
|
Q4 2022
Added 0.31%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
313
shares
|
$41,034
0.0% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
304
shares
|
$39,854
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
300
shares
|
$39,330
0.01% of portfolio
|
Q2 2022
Reduced 14.53%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
300
shares
|
$39,330
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
289
shares
|
$37,887
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
284
shares
|
$37,232
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
278
shares
|
$36,445
0.02% of portfolio
|
Q2 2025
Added 44.79%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
277
shares
|
$36,314
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
277
shares
|
$36,314
0.0% of portfolio
|
Q1 2022
Reduced 50.54%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
268
shares
|
$35,134
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
266
shares
|
$34,872
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
262
shares
|
$34,348
0.01% of portfolio
|
Q2 2021
Reduced 99.02%
|