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 912 institutions that hold shares in the stock, with a total of 42.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
79,630
shares
|
$10.3 Million
0.69% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
77,532
shares
|
$10 Million
0.29% of portfolio
|
Q2 2025
Added 127.79%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
74,264
shares
|
$9.61 Million
4.29% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
73,139
shares
|
$9.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
72,411
shares
|
$9.37 Million
0.06% of portfolio
|
Q2 2025
Added 34.29%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
72,186
shares
|
$9.34 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
71,539
shares
|
$9.26 Million
0.01% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
69,830
shares
|
$9.03 Million
0.03% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
69,559
shares
|
$9 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
66,882
shares
|
$8.65 Million
0.04% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
63,748
shares
|
$8.25 Million
0.02% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
59,633
shares
|
$7.71 Million
2.83% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
59,110
shares
|
$7.65 Million
1.5% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
58,256
shares
|
$7.54 Million
2.36% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
56,308
shares
|
$7.28 Million
0.15% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 05, 2025 Q3 2025 |
56,084
shares
|
$7.26 Million
1.68% of portfolio
|
Q3 2025
Added 29.96%
|
|
|
Leeward Investments, LLC Ma
|
Nov 06, 2025 Q3 2025 |
54,196
shares
|
$7.01 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
53,889
shares
|
$6.97 Million
2.11% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
53,843
shares
|
$6.97 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
53,031
shares
|
$6.86 Million
0.76% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
51,304
shares
|
$6.64 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
51,282
shares
|
$6.63 Million
3.36% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
50,954
shares
|
$6.59 Million
0.59% of portfolio
|
Q3 2025
Added 10.1%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
50,196
shares
|
$6.49 Million
0.12% of portfolio
|
Q3 2025
Added 291.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
50,072
shares
|
$6.48 Million
0.01% of portfolio
|
Q2 2025
Added 13.94%
|