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 |
|---|---|---|---|---|---|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
46,096
shares
|
$6.04 Million
3.92% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
45,068
shares
|
$5.91 Million
0.21% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
44,390
shares
|
$5.82 Million
0.22% of portfolio
|
Q1 2022
Reduced 0.1%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
44,308
shares
|
$5.81 Million
0.01% of portfolio
|
Q2 2025
Added 68.39%
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
43,796
shares
|
$5.74 Million
1.59% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
43,603
shares
|
$5.72 Million
0.01% of portfolio
|
Q2 2025
Added 13.42%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
43,155
shares
|
$5.66 Million
1.34% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
42,981
shares
|
$5.63 Million
0.34% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
42,965
shares
|
$5.63 Million
1.28% of portfolio
|
Q2 2025
Added 443.79%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
42,577
shares
|
$5.58 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
42,078
shares
|
$5.52 Million
1.86% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
41,474
shares
|
$5.44 Million
1.05% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
41,451
shares
|
$5.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
41,160
shares
|
$5.4 Million
1.99% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
41,023
shares
|
$5.38 Million
0.15% of portfolio
|
Q4 2023
Added 4.78%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
40,784
shares
|
$5.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
ETF Portfolio Partners, Inc.
|
Jul 23, 2025 Q2 2025 |
40,217
shares
|
$5.27 Million
1.38% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
39,871
shares
|
$5.23 Million
0.62% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
39,809
shares
|
$5.22 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
39,464
shares
|
$5.17 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
39,452
shares
|
$5.17 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
39,180
shares
|
$5.14 Million
0.61% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
37,936
shares
|
$4.97 Million
0.2% of portfolio
|
Q2 2025
Reduced 13.07%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
37,748
shares
|
$4.95 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
37,694
shares
|
$4.94 Million
0.24% of portfolio
|
Q2 2025
Added 4.56%
|