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 905 institutions that hold shares in the stock, with a total of 43 Million shares, which have been reported (via 13F filing form) to have a value of $5.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
71
shares
|
$9,092
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
70
shares
|
$8,964
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
66
shares
|
$8,452
0.01% of portfolio
|
Q4 2024
Reduced 89.94%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
61
shares
|
$7,812
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
61
shares
|
$7,812
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
56
shares
|
$7,171
0.0% of portfolio
|
Q1 2025
Reduced 91.46%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
56
shares
|
$7,171
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
50
shares
|
$6,403
0.0% of portfolio
|
Q4 2023
Reduced 56.14%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
48
shares
|
$6,147
0.0% of portfolio
|
Q2 2025
Reduced 94.34%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
48
shares
|
$6,147
0.0% of portfolio
|
Q2 2025
Reduced 80.08%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
47
shares
|
$6,019
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
43
shares
|
$5,507
0.0% of portfolio
|
Q1 2025
Reduced 88.68%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
42
shares
|
$5,378
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
40
shares
|
$5,122
0.0% of portfolio
|
Q3 2024
Reduced 64.29%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
40
shares
|
$5,122
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
37
shares
|
$4,738
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
34
shares
|
$4,354
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
32
shares
|
$4,098
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
32
shares
|
$4,098
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
30
shares
|
$3,842
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
19
shares
|
$2,433
0.0% of portfolio
|
Q3 2023
Reduced 77.65%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
19
shares
|
$2,433
0.0% of portfolio
|
Q1 2025
Reduced 85.5%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
17
shares
|
$2,177
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
17
shares
|
$2,177
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2
shares
|
$256
0.0% of portfolio
|
Q2 2025
New holding
|