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 |
|---|---|---|---|---|---|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
258
shares
|
$33,823
0.01% of portfolio
|
Q2 2025
Reduced 70.78%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
252
shares
|
$33,037
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
246
shares
|
$32,250
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Palouse Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
244
shares
|
$31,988
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
238
shares
|
$31,201
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
229
shares
|
$30,021
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
220
shares
|
$28,842
0.01% of portfolio
|
Q4 2020
Added 511.11%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
217
shares
|
$28,448
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
210
shares
|
$27,531
0.02% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
207
shares
|
$27,137
0.0% of portfolio
|
Q1 2022
Added 10.7%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
206
shares
|
$27,006
0.0% of portfolio
|
Q3 2024
Added 106.0%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
200
shares
|
$26,220
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
192
shares
|
$25,171
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
187
shares
|
$24,515
0.0% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
184
shares
|
$24,122
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
176
shares
|
$23,073
0.01% of portfolio
|
Q4 2024
Reduced 64.08%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
167
shares
|
$21,893
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
165
shares
|
$21,631
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
160
shares
|
$20,976
0.0% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
155
shares
|
$20,320
0.0% of portfolio
|
Q4 2024
Reduced 17.55%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
155
shares
|
$20,320
0.01% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
144
shares
|
$18,878
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
141
shares
|
$18,485
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
139
shares
|
$18,222
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
138
shares
|
$18,091
0.01% of portfolio
|
Q3 2024
New holding
|