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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
29,946
shares
|
$3.87 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
29,633
shares
|
$3.83 Million
0.55% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
29,457
shares
|
$3.81 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Ltg Capital LLC
|
Aug 05, 2025 Q2 2025 |
29,197
shares
|
$3.78 Million
3.31% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
29,122
shares
|
$3.77 Million
1.81% of portfolio
|
Q2 2025
Added 1536.99%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
28,993
shares
|
$3.75 Million
2.75% of portfolio
|
Q2 2025
Reduced 22.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
28,895
shares
|
$3.74 Million
0.03% of portfolio
|
Q2 2025
Reduced 71.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
28,854
shares
|
$3.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
28,802
shares
|
$3.73 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
28,109
shares
|
$3.64 Million
1.32% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
27,635
shares
|
$3.58 Million
2.56% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
27,596
shares
|
$3.57 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
27,472
shares
|
$3.55 Million
0.08% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
27,110
shares
|
$3.51 Million
1.04% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
26,909
shares
|
$3.48 Million
0.49% of portfolio
|
Q1 2023
Added 40.34%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
26,798
shares
|
$3.47 Million
3.44% of portfolio
|
Q3 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
26,748
shares
|
$3.46 Million
0.07% of portfolio
|
Q4 2021
Reduced 0.15%
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
26,678
shares
|
$3.45 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
26,386
shares
|
$3.41 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
26,259
shares
|
$3.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
26,142
shares
|
$3.38 Million
1.37% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
25,942
shares
|
$3.36 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
25,040
shares
|
$3.24 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
25,028
shares
|
$3.24 Million
0.84% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
24,622
shares
|
$3.19 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.71%
|