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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
77,532
shares
|
$10.2 Million
0.29% of portfolio
|
Q2 2025
Added 127.79%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
74,264
shares
|
$9.74 Million
4.29% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
73,139
shares
|
$9.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
72,411
shares
|
$9.49 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
|
$9.46 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
71,539
shares
|
$9.38 Million
0.01% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
69,559
shares
|
$9.12 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
69,354
shares
|
$9.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
65,451
shares
|
$8.58 Million
0.03% of portfolio
|
Q2 2025
Reduced 25.38%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
63,748
shares
|
$8.36 Million
0.02% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
59,640
shares
|
$7.82 Million
2.84% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
59,110
shares
|
$7.75 Million
1.5% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
56,566
shares
|
$7.42 Million
2.4% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
56,308
shares
|
$7.38 Million
0.15% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
56,207
shares
|
$7.37 Million
0.83% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
53,889
shares
|
$7.06 Million
2.11% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
53,843
shares
|
$7.06 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
51,651
shares
|
$6.77 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
51,342
shares
|
$6.73 Million
0.19% of portfolio
|
Q2 2025
Reduced 15.49%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
50,205
shares
|
$6.58 Million
3.43% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
50,072
shares
|
$6.56 Million
0.01% of portfolio
|
Q2 2025
Added 13.94%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
49,185
shares
|
$6.45 Million
0.45% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
48,804
shares
|
$6.4 Million
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
48,611
shares
|
$6.37 Million
4.18% of portfolio
|
Q2 2025
Added 24.96%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
46,281
shares
|
$6.07 Million
0.55% of portfolio
|
Q2 2025
Added 39.38%
|