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 |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
135
shares
|
$17,698
0.01% of portfolio
|
Q4 2021
Reduced 32.5%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
134
shares
|
$17,567
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
130
shares
|
$17,043
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
130
shares
|
$17,043
0.0% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
129
shares
|
$16,911
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
120
shares
|
$15,732
0.01% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
119
shares
|
$15,600
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
115
shares
|
$15,076
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
105
shares
|
$13,765
0.01% of portfolio
|
Q2 2025
Reduced 99.19%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
104
shares
|
$13,634
0.01% of portfolio
|
Q2 2025
Reduced 32.47%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
104
shares
|
$13,634
0.0% of portfolio
|
Q3 2023
Reduced 65.33%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
102
shares
|
$13,372
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
102
shares
|
$13,372
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
100
shares
|
$13,110
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
100
shares
|
$13,110
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
92
shares
|
$12,061
0.0% of portfolio
|
Q2 2024
Reduced 68.28%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
90
shares
|
$11,799
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
90
shares
|
$11,799
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
88
shares
|
$11,536
0.0% of portfolio
|
Q4 2020
Reduced 99.37%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
88
shares
|
$11,536
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
85
shares
|
$11,143
0.0% of portfolio
|
Q1 2025
Reduced 77.92%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
79
shares
|
$10,356
0.01% of portfolio
|
Q1 2025
Reduced 26.85%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
78
shares
|
$10,225
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
76
shares
|
$9,963
0.0% of portfolio
|
Q1 2025
Added 65.22%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
75
shares
|
$9,832
0.01% of portfolio
|
Q1 2025
New holding
|