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 |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
75
shares
|
$9,832
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
75
shares
|
$9,832
0.01% of portfolio
|
Q1 2024
Reduced 88.48%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
71
shares
|
$9,308
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
70
shares
|
$9,177
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
66
shares
|
$8,652
0.01% of portfolio
|
Q4 2024
Reduced 89.94%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
61
shares
|
$7,997
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
56
shares
|
$7,341
0.0% of portfolio
|
Q4 2023
Added 1071.43%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
50
shares
|
$6,555
0.0% of portfolio
|
Q4 2023
Reduced 56.14%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
49
shares
|
$6,423
0.0% of portfolio
|
Q2 2025
Reduced 75.25%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
48
shares
|
$6,292
0.0% of portfolio
|
Q2 2025
Reduced 94.34%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
48
shares
|
$6,292
0.0% of portfolio
|
Q2 2025
Reduced 80.08%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
47
shares
|
$6,161
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
43
shares
|
$5,637
0.0% of portfolio
|
Q1 2025
Reduced 88.68%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
42
shares
|
$5,506
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
40
shares
|
$5,244
0.0% of portfolio
|
Q3 2024
Reduced 64.29%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
40
shares
|
$5,244
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
37
shares
|
$4,850
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
37
shares
|
$4,850
0.0% of portfolio
|
Q2 2025
Reduced 65.74%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
35
shares
|
$4,588
0.0% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
34
shares
|
$4,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
34
shares
|
$4,457
0.0% of portfolio
|
Q2 2025
Added 78.95%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
32
shares
|
$4,195
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
27
shares
|
$3,539
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
25
shares
|
$3,277
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
19
shares
|
$2,490
0.0% of portfolio
|
Q3 2023
Reduced 77.65%
|