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 909 institutions that hold shares in the stock, with a total of 42.6 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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
49,185
shares
|
$6.36 Million
0.45% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
49,113
shares
|
$6.35 Million
4.07% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
48,804
shares
|
$6.31 Million
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 20, 2025 Q3 2025 |
46,899
shares
|
$6.07 Million
1.37% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
45,837
shares
|
$5.93 Million
0.01% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
45,068
shares
|
$5.83 Million
0.21% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Oct 10, 2025 Q3 2025 |
44,901
shares
|
$5.81 Million
2.35% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
44,390
shares
|
$5.74 Million
0.22% of portfolio
|
Q1 2022
Reduced 0.1%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
44,308
shares
|
$5.73 Million
0.01% of portfolio
|
Q2 2025
Added 68.39%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
44,270
shares
|
$5.73 Million
3.95% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
44,253
shares
|
$5.73 Million
1.58% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
43,961
shares
|
$5.69 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
43,441
shares
|
$5.62 Million
1.35% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
43,278
shares
|
$5.6 Million
0.01% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
42,981
shares
|
$5.56 Million
0.34% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
42,933
shares
|
$5.55 Million
0.99% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
42,577
shares
|
$5.51 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
42,078
shares
|
$5.44 Million
1.86% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
41,442
shares
|
$5.36 Million
1.98% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
41,400
shares
|
$5.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
41,023
shares
|
$5.31 Million
0.15% of portfolio
|
Q4 2023
Added 4.78%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
39,871
shares
|
$5.16 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
|
$5.15 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
39,401
shares
|
$5.1 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
39,314
shares
|
$5.09 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.35%
|